email labels

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

@@ -17,6 +17,8 @@ import { init as initCalendarSync } from "@x/core/dist/knowledge/sync_calendar.j
 import { init as initFirefliesSync } from "@x/core/dist/knowledge/sync_fireflies.js";
 import { init as initGranolaSync } from "@x/core/dist/knowledge/granola/sync.js";
 import { init as initGraphBuilder } from "@x/core/dist/knowledge/build_graph.js";
+import { init as initEmailLabeling } from "@x/core/dist/knowledge/label_emails.js";
+import { init as initNoteTagging } from "@x/core/dist/knowledge/tag_notes.js";
 import { init as initAgentRunner } from "@x/core/dist/agent-schedule/runner.js";
 import { initConfigs } from "@x/core/dist/config/initConfigs.js";
 import started from "electron-squirrel-startup";
@@ -170,6 +172,12 @@ app.whenReady().then(async () => {
   // start knowledge graph builder
   initGraphBuilder();
 
+  // start email labeling service
+  initEmailLabeling();
+
+  // start note tagging service
+  initNoteTagging();
+
   // start background agent runner (scheduled agents)
   initAgentRunner();
 

apps/x/apps/renderer/src/App.tsx

@@ -46,6 +46,7 @@ import {
 import { Tooltip, TooltipContent, TooltipProvider, TooltipTrigger } from "@/components/ui/tooltip"
 import { Toaster } from "@/components/ui/sonner"
 import { stripKnowledgePrefix, toKnowledgePath, wikiLabel } from '@/lib/wiki-links'
+import { splitFrontmatter, joinFrontmatter, extractTags } from '@/lib/frontmatter'
 import { OnboardingModal } from '@/components/onboarding-modal'
 import { SearchDialog } from '@/components/search-dialog'
 import { BackgroundTaskDetail } from '@/components/background-task-detail'
@@ -509,6 +510,10 @@ function App() {
   const initialContentRef = useRef<string>('')
   const renameInProgressRef = useRef(false)
 
+  // Frontmatter state: store raw frontmatter per file path, tags for active file
+  const frontmatterByPathRef = useRef<Map<string, string | null>>(new Map())
+  const [activeFileTags, setActiveFileTags] = useState<string[]>([])
+
   // Version history state
   const [versionHistoryPath, setVersionHistoryPath] = useState<string | null>(null)
   const [viewingHistoricalVersion, setViewingHistoricalVersion] = useState<{
@@ -892,12 +897,15 @@ function App() {
           const result = await window.ipc.invoke('workspace:readFile', { path: pathToReload })
           if (selectedPathRef.current !== pathToReload) return
           setFileContent(result.data)
-          setEditorContent(result.data)
-          setEditorCacheForPath(pathToReload, result.data)
-          editorContentRef.current = result.data
+          const { raw: fm, body } = splitFrontmatter(result.data)
+          frontmatterByPathRef.current.set(pathToReload, fm)
+          setEditorContent(body)
+          setEditorCacheForPath(pathToReload, body)
+          editorContentRef.current = body
           editorPathRef.current = pathToReload
-          initialContentByPathRef.current.set(pathToReload, result.data)
-          initialContentRef.current = result.data
+          initialContentByPathRef.current.set(pathToReload, body)
+          initialContentRef.current = body
+          setActiveFileTags(extractTags(fm))
         }
       }
     })
@@ -926,6 +934,7 @@ function App() {
         editorContentRef.current = cachedContent
         editorPathRef.current = selectedPath
         initialContentRef.current = initialContentByPathRef.current.get(selectedPath) ?? cachedContent
+        setActiveFileTags(extractTags(frontmatterByPathRef.current.get(selectedPath) ?? null))
         return
       }
     }
@@ -940,6 +949,8 @@ function App() {
           const result = await window.ipc.invoke('workspace:readFile', { path: pathToLoad })
           if (cancelled || fileLoadRequestIdRef.current !== requestId || selectedPathRef.current !== pathToLoad) return
           setFileContent(result.data)
+          const { raw: fm, body } = splitFrontmatter(result.data)
+          frontmatterByPathRef.current.set(pathToLoad, fm)
           const normalizeForCompare = (s: string) => s.split('\n').map(line => line.trimEnd()).join('\n').trim()
           const isSameEditorFile = editorPathRef.current === pathToLoad
           const knownBaseline = initialContentByPathRef.current.get(pathToLoad)
@@ -949,15 +960,16 @@ function App() {
             && normalizeForCompare(editorContentRef.current) !== normalizeForCompare(knownBaseline)
           const shouldPreserveActiveDraft = isSameEditorFile && hasUnsavedEdits
           if (!shouldPreserveActiveDraft) {
-            setEditorContent(result.data)
+            setEditorContent(body)
             if (pathToLoad.endsWith('.md')) {
-              setEditorCacheForPath(pathToLoad, result.data)
+              setEditorCacheForPath(pathToLoad, body)
             }
-            editorContentRef.current = result.data
+            editorContentRef.current = body
             editorPathRef.current = pathToLoad
-            initialContentByPathRef.current.set(pathToLoad, result.data)
-            initialContentRef.current = result.data
+            initialContentByPathRef.current.set(pathToLoad, body)
+            initialContentRef.current = body
             setLastSaved(null)
+            setActiveFileTags(extractTags(fm))
           } else {
             // Still update the editor's path so subsequent autosaves write to the correct file.
             editorPathRef.current = pathToLoad
@@ -1006,7 +1018,7 @@ function App() {
       const wasActiveAtStart = selectedPathRef.current === pathAtStart
       if (wasActiveAtStart) setIsSaving(true)
       let pathToSave = pathAtStart
-      let contentToSave = debouncedContent
+      let contentToSave = joinFrontmatter(frontmatterByPathRef.current.get(pathAtStart) ?? null, debouncedContent)
       let renamedFrom: string | null = null
       let renamedTo: string | null = null
       try {
@@ -1036,16 +1048,21 @@ function App() {
                 renameInProgressRef.current = true
                 await window.ipc.invoke('workspace:rename', { from: pathAtStart, to: targetPath })
                 pathToSave = targetPath
-                contentToSave = rewriteWikiLinksForRenamedFileInMarkdown(
+                const rewrittenBody = rewriteWikiLinksForRenamedFileInMarkdown(
                   debouncedContent,
                   pathAtStart,
                   targetPath
                 )
+                contentToSave = joinFrontmatter(frontmatterByPathRef.current.get(pathAtStart) ?? null, rewrittenBody)
                 renamedFrom = pathAtStart
                 renamedTo = targetPath
                 editorPathRef.current = targetPath
                 untitledRenameReadyPathsRef.current.delete(pathAtStart)
                 setFileTabs(prev => prev.map(tab => (tab.path === pathAtStart ? { ...tab, path: targetPath } : tab)))
+                // Migrate frontmatter entry
+                const fmEntry = frontmatterByPathRef.current.get(pathAtStart)
+                frontmatterByPathRef.current.delete(pathAtStart)
+                frontmatterByPathRef.current.set(targetPath, fmEntry ?? null)
                 initialContentByPathRef.current.delete(pathAtStart)
                 const cachedContent = editorContentByPathRef.current.get(pathAtStart)
                 if (cachedContent !== undefined) {
@@ -1070,8 +1087,9 @@ function App() {
                   })
                 }
                 if (selectedPathRef.current === pathAtStart) {
-                  editorContentRef.current = contentToSave
-                  setEditorContent(contentToSave)
+                  const bodyForEditor = splitFrontmatter(contentToSave).body
+                  editorContentRef.current = bodyForEditor
+                  setEditorContent(bodyForEditor)
                 }
               }
             }
@@ -1083,7 +1101,8 @@ function App() {
           opts: { encoding: 'utf8' }
         })
         markRecentLocalMarkdownWrite(pathToSave)
-        initialContentByPathRef.current.set(pathToSave, contentToSave)
+        // Store body-only baseline (matches what debouncedContent compares against)
+        initialContentByPathRef.current.set(pathToSave, splitFrontmatter(contentToSave).body)
 
         // If we renamed the active file, update state/history AFTER the write completes so the editor
         // doesn't reload stale on-disk content mid-typing (which can drop the latest character).
@@ -1104,7 +1123,7 @@ function App() {
 
         // Only update "current file" UI state if we're still on this file
         if (selectedPathRef.current === pathAtStart || selectedPathRef.current === pathToSave) {
-          initialContentRef.current = contentToSave
+          initialContentRef.current = splitFrontmatter(contentToSave).body
           setLastSaved(new Date())
         }
       } catch (err) {
@@ -2162,6 +2181,7 @@ function App() {
       removeEditorCacheForPath(closingTab.path)
       initialContentByPathRef.current.delete(closingTab.path)
       untitledRenameReadyPathsRef.current.delete(closingTab.path)
+      frontmatterByPathRef.current.delete(closingTab.path)
       if (editorPathRef.current === closingTab.path) {
         editorPathRef.current = null
       }
@@ -2768,6 +2788,12 @@ function App() {
         if (editorPathRef.current === oldPath) {
           editorPathRef.current = newPath
         }
+        // Migrate frontmatter entry
+        const fmEntry = frontmatterByPathRef.current.get(oldPath)
+        if (fmEntry !== undefined) {
+          frontmatterByPathRef.current.delete(oldPath)
+          frontmatterByPathRef.current.set(newPath, fmEntry)
+        }
         const baseline = initialContentByPathRef.current.get(oldPath)
         if (baseline !== undefined) {
           initialContentByPathRef.current.delete(oldPath)
@@ -2805,6 +2831,7 @@ function App() {
           removeEditorCacheForPath(path)
           initialContentByPathRef.current.delete(path)
           untitledRenameReadyPathsRef.current.delete(path)
+          frontmatterByPathRef.current.delete(path)
         }
         // Close any file tab showing the deleted file
         const tabForFile = fileTabs.find(t => t.path === path)
@@ -3391,6 +3418,7 @@ function App() {
                               wikiLinks={wikiLinkConfig}
                               onImageUpload={handleImageUpload}
                               editorSessionKey={editorSessionByTabId[tab.id] ?? 0}
+                              tags={isActive ? activeFileTags : undefined}
                               onHistoryHandlersChange={(handlers) => {
                                 if (handlers) {
                                   fileHistoryHandlersRef.current.set(tab.id, handlers)

apps/x/apps/renderer/src/components/bases-view.tsx

@@ -0,0 +1,310 @@
+import * as React from 'react'
+import { useEffect, useState, useMemo, useCallback, useRef } from 'react'
+import { ArrowDown, ArrowUp, X } from 'lucide-react'
+import { Badge } from '@/components/ui/badge'
+import { cn } from '@/lib/utils'
+import { splitFrontmatter, extractTags } from '@/lib/frontmatter'
+
+interface TreeNode {
+  path: string
+  name: string
+  kind: 'file' | 'dir'
+  children?: TreeNode[]
+  stat?: { size: number; mtimeMs: number }
+}
+
+type NoteEntry = {
+  path: string
+  name: string
+  folder: string
+  tags: string[]
+  mtimeMs: number
+}
+
+type SortField = 'name' | 'folder' | 'mtimeMs'
+type SortDir = 'asc' | 'desc'
+
+type BasesViewProps = {
+  tree: TreeNode[]
+  onSelectNote: (path: string) => void
+}
+
+function collectFilePaths(nodes: TreeNode[]): { path: string; name: string; mtimeMs: number }[] {
+  return nodes.flatMap((n) =>
+    n.kind === 'file' && n.name.endsWith('.md')
+      ? [{ path: n.path, name: n.name.replace(/\.md$/i, ''), mtimeMs: n.stat?.mtimeMs ?? 0 }]
+      : n.children
+        ? collectFilePaths(n.children)
+        : [],
+  )
+}
+
+/** Build a stable fingerprint from the tree's file paths + mtimes so we only reload when files actually change. */
+function treeFingerprint(nodes: TreeNode[]): string {
+  const files = collectFilePaths(nodes)
+  return files.map((f) => `${f.path}:${f.mtimeMs}`).join('\n')
+}
+
+function getFolder(path: string): string {
+  const parts = path.split('/')
+  if (parts.length >= 3) return parts[1]
+  return ''
+}
+
+function formatDate(ms: number): string {
+  if (!ms) return ''
+  const d = new Date(ms)
+  return d.toLocaleDateString(undefined, { month: 'short', day: 'numeric', year: 'numeric' })
+}
+
+export function BasesView({ tree, onSelectNote }: BasesViewProps) {
+  const [notes, setNotes] = useState<NoteEntry[]>([])
+  const [initialLoading, setInitialLoading] = useState(true)
+  const [selectedTags, setSelectedTags] = useState<Set<string>>(new Set())
+  const [sortField, setSortField] = useState<SortField>('mtimeMs')
+  const [sortDir, setSortDir] = useState<SortDir>('desc')
+  const lastFingerprintRef = useRef<string>('')
+
+  // Stable fingerprint — only changes when actual file paths/mtimes differ
+  const fingerprint = useMemo(() => treeFingerprint(tree), [tree])
+
+  // Load notes data when fingerprint changes
+  useEffect(() => {
+    if (fingerprint === lastFingerprintRef.current) return
+    lastFingerprintRef.current = fingerprint
+
+    let cancelled = false
+    const files = collectFilePaths(tree)
+
+    async function loadNotes() {
+      const entries: NoteEntry[] = []
+
+      for (const file of files) {
+        try {
+          const result = await window.ipc.invoke('workspace:readFile', {
+            path: file.path,
+            encoding: 'utf8',
+          })
+          const { raw } = splitFrontmatter(result.data)
+          const tags = extractTags(raw)
+          entries.push({
+            path: file.path,
+            name: file.name,
+            folder: getFolder(file.path),
+            tags,
+            mtimeMs: file.mtimeMs,
+          })
+        } catch {
+          entries.push({
+            path: file.path,
+            name: file.name,
+            folder: getFolder(file.path),
+            tags: [],
+            mtimeMs: file.mtimeMs,
+          })
+        }
+      }
+
+      if (!cancelled) {
+        setNotes(entries)
+        setInitialLoading(false)
+      }
+    }
+
+    loadNotes()
+    return () => { cancelled = true }
+  }, [fingerprint, tree])
+
+  // Collect all unique tags
+  const allTags = useMemo(() => {
+    const tagSet = new Set<string>()
+    for (const note of notes) {
+      for (const tag of note.tags) {
+        tagSet.add(tag)
+      }
+    }
+    return [...tagSet].sort((a, b) => a.localeCompare(b))
+  }, [notes])
+
+  // Filter and sort
+  const filteredNotes = useMemo(() => {
+    let result = notes
+    if (selectedTags.size > 0) {
+      const tagsArray = [...selectedTags]
+      result = result.filter((note) =>
+        tagsArray.every((tag) => note.tags.includes(tag)),
+      )
+    }
+    result = [...result].sort((a, b) => {
+      let cmp = 0
+      if (sortField === 'name') {
+        cmp = a.name.localeCompare(b.name)
+      } else if (sortField === 'folder') {
+        cmp = a.folder.localeCompare(b.folder)
+      } else {
+        cmp = a.mtimeMs - b.mtimeMs
+      }
+      return sortDir === 'asc' ? cmp : -cmp
+    })
+    return result
+  }, [notes, selectedTags, sortField, sortDir])
+
+  const toggleTag = useCallback((tag: string) => {
+    setSelectedTags((prev) => {
+      const next = new Set(prev)
+      if (next.has(tag)) {
+        next.delete(tag)
+      } else {
+        next.add(tag)
+      }
+      return next
+    })
+  }, [])
+
+  const clearFilters = useCallback(() => {
+    setSelectedTags(new Set())
+  }, [])
+
+  const handleSort = useCallback((field: SortField) => {
+    setSortField((prev) => {
+      if (prev === field) {
+        setSortDir((d) => (d === 'asc' ? 'desc' : 'asc'))
+        return prev
+      }
+      setSortDir(field === 'mtimeMs' ? 'desc' : 'asc')
+      return field
+    })
+  }, [])
+
+  const SortIcon = ({ field }: { field: SortField }) => {
+    if (sortField !== field) return null
+    return sortDir === 'asc' ? (
+      <ArrowUp className="size-3 inline ml-1" />
+    ) : (
+      <ArrowDown className="size-3 inline ml-1" />
+    )
+  }
+
+  if (initialLoading) {
+    return (
+      <div className="flex-1 flex items-center justify-center">
+        <div className="space-y-3 w-full max-w-2xl px-6">
+          {Array.from({ length: 8 }).map((_, i) => (
+            <div key={i} className="h-10 rounded bg-muted/50 animate-pulse" />
+          ))}
+        </div>
+      </div>
+    )
+  }
+
+  return (
+    <div className="flex-1 flex flex-col overflow-hidden">
+      {/* Filter bar */}
+      <div className="shrink-0 border-b border-border px-4 py-2.5">
+        <div className="flex items-center gap-2 flex-wrap">
+          <span className="text-xs text-muted-foreground shrink-0">
+            Showing {filteredNotes.length} of {notes.length} notes
+          </span>
+          {selectedTags.size > 0 && (
+            <button
+              onClick={clearFilters}
+              className="text-xs text-muted-foreground hover:text-foreground flex items-center gap-1 shrink-0"
+            >
+              <X className="size-3" />
+              Clear filters
+            </button>
+          )}
+          <div className="flex items-center gap-1 flex-wrap">
+            {allTags.map((tag) => (
+              <button
+                key={tag}
+                onClick={() => toggleTag(tag)}
+                className={cn(
+                  'inline-flex items-center rounded-full border px-2 py-0.5 text-[11px] font-medium transition-colors',
+                  selectedTags.has(tag)
+                    ? 'bg-primary text-primary-foreground border-transparent'
+                    : 'bg-transparent text-muted-foreground border-border hover:bg-accent hover:text-accent-foreground',
+                )}
+              >
+                {tag}
+              </button>
+            ))}
+          </div>
+        </div>
+      </div>
+
+      {/* Table */}
+      <div className="flex-1 overflow-auto">
+        <table className="w-full text-sm">
+          <thead className="sticky top-0 bg-background border-b border-border">
+            <tr>
+              <th
+                className="text-left px-4 py-2 font-medium text-muted-foreground cursor-pointer hover:text-foreground select-none"
+                onClick={() => handleSort('name')}
+              >
+                Name
+                <SortIcon field="name" />
+              </th>
+              <th
+                className="text-left px-4 py-2 font-medium text-muted-foreground cursor-pointer hover:text-foreground select-none"
+                onClick={() => handleSort('folder')}
+              >
+                Folder
+                <SortIcon field="folder" />
+              </th>
+              <th className="text-left px-4 py-2 font-medium text-muted-foreground select-none">
+                Tags
+              </th>
+              <th
+                className="text-left px-4 py-2 font-medium text-muted-foreground cursor-pointer hover:text-foreground select-none"
+                onClick={() => handleSort('mtimeMs')}
+              >
+                Last Modified
+                <SortIcon field="mtimeMs" />
+              </th>
+            </tr>
+          </thead>
+          <tbody>
+            {filteredNotes.map((note) => (
+              <tr
+                key={note.path}
+                className="border-b border-border/50 hover:bg-accent/50 cursor-pointer transition-colors"
+                onClick={() => onSelectNote(note.path)}
+              >
+                <td className="px-4 py-2 font-medium">{note.name}</td>
+                <td className="px-4 py-2 text-muted-foreground">{note.folder}</td>
+                <td className="px-4 py-2">
+                  <div className="flex items-center gap-1 flex-wrap">
+                    {note.tags.map((tag) => (
+                      <Badge
+                        key={tag}
+                        variant="secondary"
+                        className="text-[10px] px-1.5 py-0 cursor-pointer hover:bg-primary hover:text-primary-foreground"
+                        onClick={(e) => {
+                          e.stopPropagation()
+                          toggleTag(tag)
+                        }}
+                      >
+                        {tag}
+                      </Badge>
+                    ))}
+                  </div>
+                </td>
+                <td className="px-4 py-2 text-muted-foreground whitespace-nowrap">
+                  {formatDate(note.mtimeMs)}
+                </td>
+              </tr>
+            ))}
+            {filteredNotes.length === 0 && (
+              <tr>
+                <td colSpan={4} className="px-4 py-8 text-center text-muted-foreground">
+                  No notes found
+                </td>
+              </tr>
+            )}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  )
+}

apps/x/apps/renderer/src/components/markdown-editor.tsx

@@ -176,6 +176,7 @@ function getMarkdownWithBlankLines(editor: Editor): string {
   return result
 }
 import { EditorToolbar } from './editor-toolbar'
+import { TagPills } from './tag-pills'
 import { WikiLink } from '@/extensions/wiki-link'
 import { Popover, PopoverAnchor, PopoverContent } from '@/components/ui/popover'
 import { Command, CommandEmpty, CommandItem, CommandList } from '@/components/ui/command'
@@ -200,6 +201,7 @@ interface MarkdownEditorProps {
   editorSessionKey?: number
   onHistoryHandlersChange?: (handlers: { undo: () => boolean; redo: () => boolean } | null) => void
   editable?: boolean
+  tags?: string[]
 }
 
 type WikiLinkMatch = {
@@ -288,6 +290,7 @@ export function MarkdownEditor({
   editorSessionKey = 0,
   onHistoryHandlersChange,
   editable = true,
+  tags,
 }: MarkdownEditorProps) {
   const isInternalUpdate = useRef(false)
   const wrapperRef = useRef<HTMLDivElement>(null)
@@ -721,6 +724,7 @@ export function MarkdownEditor({
         onSelectionHighlight={setSelectionHighlight}
         onImageUpload={handleImageUploadWithPlaceholder}
       />
+      {tags && <TagPills tags={tags} />}
       <div className="editor-content-wrapper" ref={wrapperRef} onScroll={handleScroll}>
         <EditorContent editor={editor} />
         {wikiLinks ? (

apps/x/apps/renderer/src/components/settings-dialog.tsx

@@ -1,8 +1,8 @@
 "use client"
 
 import * as React from "react"
-import { useState, useEffect, useCallback } from "react"
-import { Server, Key, Shield, Palette, Monitor, Sun, Moon, Loader2, CheckCircle2, Plus, X } from "lucide-react"
+import { useState, useEffect, useCallback, useMemo } from "react"
+import { Server, Key, Shield, Palette, Monitor, Sun, Moon, Loader2, CheckCircle2, Tags, ChevronRight, Plus, X } from "lucide-react"
 
 import {
   Dialog,
@@ -22,7 +22,7 @@ import { cn } from "@/lib/utils"
 import { useTheme } from "@/contexts/theme-context"
 import { toast } from "sonner"
 
-type ConfigTab = "models" | "mcp" | "security" | "appearance"
+type ConfigTab = "models" | "mcp" | "security" | "appearance" | "note-tagging"
 
 interface TabConfig {
   id: ConfigTab
@@ -60,6 +60,13 @@ const tabs: TabConfig[] = [
     icon: Palette,
     description: "Customize the look and feel",
   },
+  {
+    id: "note-tagging",
+    label: "Note Tagging",
+    icon: Tags,
+    path: "config/tags.json",
+    description: "Configure tags for notes and emails",
+  },
 ]
 
 interface SettingsDialogProps {
@@ -685,6 +692,311 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
   )
 }
 
+// --- Note Tagging Settings ---
+
+interface TagDef {
+  tag: string
+  type: string
+  applicability: "email" | "notes" | "both"
+  description: string
+  example?: string
+}
+
+const TAG_TYPE_ORDER = [
+  "relationship", "relationship-sub", "topic", "email-type",
+  "filter", "action", "status", "source",
+]
+
+const TAG_TYPE_LABELS: Record<string, string> = {
+  "relationship": "Relationship",
+  "relationship-sub": "Relationship Sub-Tags",
+  "topic": "Topic",
+  "email-type": "Email Type",
+  "filter": "Filter",
+  "action": "Action",
+  "status": "Status",
+  "source": "Source",
+}
+
+const DEFAULT_TAGS: TagDef[] = [
+  { tag: "investor", type: "relationship", applicability: "both", description: "Investors, VCs, or angels", example: "Following up on our meeting — we'd like to move forward with the Series A term sheet." },
+  { tag: "customer", type: "relationship", applicability: "both", description: "Paying customers", example: "We're seeing great results with Rowboat. Can we discuss expanding to more teams?" },
+  { tag: "prospect", type: "relationship", applicability: "both", description: "Potential customers", example: "Thanks for the demo yesterday. We're interested in starting a pilot." },
+  { tag: "partner", type: "relationship", applicability: "both", description: "Business partners", example: "Let's discuss how we can promote the integration to both our user bases." },
+  { tag: "vendor", type: "relationship", applicability: "both", description: "Service providers you work with", example: "Here are the updated employment agreements you requested." },
+  { tag: "product", type: "relationship", applicability: "both", description: "Products or services you use (automated)", example: "Your AWS bill for January 2025 is now available." },
+  { tag: "candidate", type: "relationship", applicability: "both", description: "Job applicants", example: "Thanks for reaching out. I'd love to learn more about the engineering role." },
+  { tag: "team", type: "relationship", applicability: "both", description: "Internal team members", example: "Here's the updated roadmap for Q2. Let's discuss in our sync." },
+  { tag: "advisor", type: "relationship", applicability: "both", description: "Advisors, mentors, or board members", example: "I've reviewed the deck. Here are my thoughts on the GTM strategy." },
+  { tag: "personal", type: "relationship", applicability: "both", description: "Family or friends", example: "Are you coming to Thanksgiving this year? Let me know your travel dates." },
+  { tag: "press", type: "relationship", applicability: "both", description: "Journalists or media", example: "I'm writing a piece on AI agents. Would you be available for an interview?" },
+  { tag: "community", type: "relationship", applicability: "both", description: "Users, peers, or open source contributors", example: "Love what you're building with Rowboat. Here's a bug I found..." },
+  { tag: "government", type: "relationship", applicability: "both", description: "Government agencies", example: "Your Delaware franchise tax is due by March 1, 2025." },
+  { tag: "primary", type: "relationship-sub", applicability: "notes", description: "Main contact or decision maker", example: "Sarah Chen — VP Engineering, your main point of contact at Acme." },
+  { tag: "secondary", type: "relationship-sub", applicability: "notes", description: "Supporting contact, involved but not the lead", example: "David Kim — Engineer CC'd on customer emails." },
+  { tag: "executive-assistant", type: "relationship-sub", applicability: "notes", description: "EA or admin handling scheduling and logistics", example: "Lisa — Sarah's EA who schedules all her meetings." },
+  { tag: "cc", type: "relationship-sub", applicability: "notes", description: "Person who's CC'd but not actively engaged", example: "Manager looped in for visibility on deal." },
+  { tag: "referred-by", type: "relationship-sub", applicability: "notes", description: "Person who made an introduction or referral", example: "David Park — Investor who intro'd you to Sarah." },
+  { tag: "former", type: "relationship-sub", applicability: "notes", description: "Previously held this relationship, no longer active", example: "John — Former customer who churned last year." },
+  { tag: "champion", type: "relationship-sub", applicability: "notes", description: "Internal advocate pushing for you", example: "Engineer who loves your product and is selling internally." },
+  { tag: "blocker", type: "relationship-sub", applicability: "notes", description: "Person opposing or blocking progress", example: "CFO resistant to spending on new tools." },
+  { tag: "sales", type: "topic", applicability: "both", description: "Sales conversations, deals, and revenue", example: "Here's the pricing proposal we discussed. Let me know if you have questions." },
+  { tag: "support", type: "topic", applicability: "both", description: "Help requests, issues, and customer support", example: "We're seeing an error when trying to export. Can you help?" },
+  { tag: "legal", type: "topic", applicability: "both", description: "Contracts, terms, compliance, and legal matters", example: "Legal has reviewed the MSA. Attached are our requested changes." },
+  { tag: "finance", type: "topic", applicability: "both", description: "Money, invoices, payments, banking, and taxes", example: "Your invoice #1234 for $5,000 is attached. Payment due in 30 days." },
+  { tag: "hiring", type: "topic", applicability: "both", description: "Recruiting, interviews, and employment", example: "We'd like to move forward with a final round interview. Are you available Thursday?" },
+  { tag: "fundraising", type: "topic", applicability: "both", description: "Raising money and investor relations", example: "Thanks for sending the deck. We'd like to schedule a partner meeting." },
+  { tag: "travel", type: "topic", applicability: "both", description: "Flights, hotels, trips, and travel logistics", example: "Your flight to Tokyo on March 15 is confirmed. Confirmation #ABC123." },
+  { tag: "event", type: "topic", applicability: "both", description: "Conferences, meetups, and gatherings", example: "You're invited to speak at TechCrunch Disrupt. Can you confirm your availability?" },
+  { tag: "shopping", type: "topic", applicability: "both", description: "Purchases, orders, and returns", example: "Your order #12345 has shipped. Track it here." },
+  { tag: "health", type: "topic", applicability: "both", description: "Medical, wellness, and health-related matters", example: "Your appointment with Dr. Smith is confirmed for Monday at 2pm." },
+  { tag: "learning", type: "topic", applicability: "both", description: "Courses, education, and skill-building", example: "Welcome to the Advanced Python course. Here's your access link." },
+  { tag: "research", type: "topic", applicability: "both", description: "Research requests and information gathering", example: "Here's the market analysis you requested on the AI agent space." },
+  { tag: "intro", type: "email-type", applicability: "both", description: "Warm introduction from someone you know", example: "I'd like to introduce you to Sarah Chen, VP Engineering at Acme." },
+  { tag: "followup", type: "email-type", applicability: "both", description: "Following up on a previous conversation", example: "Following up on our call last week. Have you had a chance to review the proposal?" },
+  { tag: "scheduling", type: "email-type", applicability: "email", description: "Meeting and calendar scheduling", example: "Are you available for a call next Tuesday at 2pm?" },
+  { tag: "cold-outreach", type: "email-type", applicability: "email", description: "Unsolicited contact from someone you don't know", example: "Hi, I noticed your company is growing fast. I'd love to show you how we can help with..." },
+  { tag: "newsletter", type: "email-type", applicability: "email", description: "Newsletters, marketing emails, and subscriptions", example: "This week in AI: The latest developments in agent frameworks..." },
+  { tag: "notification", type: "email-type", applicability: "email", description: "Automated alerts, receipts, and system notifications", example: "Your password was changed successfully. If this wasn't you, contact support." },
+  { tag: "spam", type: "filter", applicability: "email", description: "Junk and unwanted email", example: "Congratulations! You've won $1,000,000..." },
+  { tag: "promotion", type: "filter", applicability: "email", description: "Marketing offers and sales pitches", example: "50% off all items this weekend only!" },
+  { tag: "social", type: "filter", applicability: "email", description: "Social media notifications", example: "John Smith commented on your post." },
+  { tag: "forums", type: "filter", applicability: "email", description: "Mailing lists and group discussions", example: "Re: [dev-list] Question about API design" },
+  { tag: "action-required", type: "action", applicability: "both", description: "Needs a response or action from you", example: "Can you send me the pricing by Friday?" },
+  { tag: "fyi", type: "action", applicability: "email", description: "Informational only, no action needed", example: "Just wanted to let you know the deal closed. Thanks for your help!" },
+  { tag: "urgent", type: "action", applicability: "both", description: "Time-sensitive, needs immediate attention", example: "We need your signature on the contract by EOD today or we lose the deal." },
+  { tag: "waiting", type: "action", applicability: "both", description: "Waiting on a response from them" },
+  { tag: "unread", type: "status", applicability: "email", description: "Not yet processed" },
+  { tag: "to-reply", type: "status", applicability: "email", description: "Need to respond" },
+  { tag: "done", type: "status", applicability: "email", description: "Handled, can be archived" },
+  { tag: "active", type: "status", applicability: "notes", description: "Currently relevant, recent activity" },
+  { tag: "archived", type: "status", applicability: "notes", description: "No longer active, kept for reference" },
+  { tag: "stale", type: "status", applicability: "notes", description: "No activity in 60+ days, needs attention or archive" },
+  { tag: "email", type: "source", applicability: "notes", description: "Created or updated from email" },
+  { tag: "meeting", type: "source", applicability: "notes", description: "Created or updated from meeting transcript" },
+  { tag: "browser", type: "source", applicability: "notes", description: "Content captured from web browsing" },
+  { tag: "web-search", type: "source", applicability: "notes", description: "Information from web search" },
+  { tag: "manual", type: "source", applicability: "notes", description: "Manually entered by user" },
+  { tag: "import", type: "source", applicability: "notes", description: "Imported from another system" },
+]
+
+function NoteTaggingSettings({ dialogOpen }: { dialogOpen: boolean }) {
+  const [tags, setTags] = useState<TagDef[]>([])
+  const [originalTags, setOriginalTags] = useState<TagDef[]>([])
+  const [loading, setLoading] = useState(true)
+  const [saving, setSaving] = useState(false)
+  const [collapsedGroups, setCollapsedGroups] = useState<Set<string>>(new Set())
+
+  const hasChanges = JSON.stringify(tags) !== JSON.stringify(originalTags)
+
+  useEffect(() => {
+    if (!dialogOpen) return
+    async function load() {
+      setLoading(true)
+      try {
+        const result = await window.ipc.invoke("workspace:readFile", { path: "config/tags.json" })
+        const parsed = JSON.parse(result.data)
+        setTags(parsed)
+        setOriginalTags(parsed)
+      } catch {
+        setTags([...DEFAULT_TAGS])
+        setOriginalTags([...DEFAULT_TAGS])
+      } finally {
+        setLoading(false)
+      }
+    }
+    load()
+  }, [dialogOpen])
+
+  const groups = useMemo(() => {
+    const map = new Map<string, TagDef[]>()
+    for (const tag of tags) {
+      const list = map.get(tag.type) ?? []
+      list.push(tag)
+      map.set(tag.type, list)
+    }
+    return TAG_TYPE_ORDER.map(type => ({
+      type,
+      label: TAG_TYPE_LABELS[type],
+      tags: map.get(type) ?? [],
+    }))
+  }, [tags])
+
+  const getGlobalIndex = useCallback((type: string, localIndex: number) => {
+    let count = 0
+    for (let i = 0; i < tags.length; i++) {
+      if (tags[i].type === type) {
+        if (count === localIndex) return i
+        count++
+      }
+    }
+    return -1
+  }, [tags])
+
+  const updateTag = useCallback((index: number, field: keyof TagDef, value: string) => {
+    setTags(prev => prev.map((t, i) => i === index ? { ...t, [field]: value } : t))
+  }, [])
+
+  const removeTag = useCallback((index: number) => {
+    setTags(prev => prev.filter((_, i) => i !== index))
+  }, [])
+
+  const addTag = useCallback((type: string) => {
+    const newTag: TagDef = { tag: "", type, applicability: "both", description: "" }
+    const lastIndex = tags.reduce((acc, t, i) => t.type === type ? i : acc, -1)
+    if (lastIndex === -1) {
+      setTags(prev => [...prev, newTag])
+    } else {
+      setTags(prev => [...prev.slice(0, lastIndex + 1), newTag, ...prev.slice(lastIndex + 1)])
+    }
+  }, [tags])
+
+  const handleSave = useCallback(async () => {
+    setSaving(true)
+    try {
+      await window.ipc.invoke("workspace:writeFile", {
+        path: "config/tags.json",
+        data: JSON.stringify(tags, null, 2),
+      })
+      setOriginalTags([...tags])
+      toast.success("Tag configuration saved")
+    } catch {
+      toast.error("Failed to save tag configuration")
+    } finally {
+      setSaving(false)
+    }
+  }, [tags])
+
+  const handleReset = useCallback(() => {
+    if (!confirm("Reset all tags to defaults? This will discard your changes.")) return
+    setTags([...DEFAULT_TAGS])
+  }, [])
+
+  const toggleGroup = useCallback((type: string) => {
+    setCollapsedGroups(prev => {
+      const next = new Set(prev)
+      if (next.has(type)) next.delete(type)
+      else next.add(type)
+      return next
+    })
+  }, [])
+
+  if (loading) {
+    return (
+      <div className="h-full flex items-center justify-center text-muted-foreground text-sm">
+        <Loader2 className="size-4 animate-spin mr-2" />
+        Loading...
+      </div>
+    )
+  }
+
+  return (
+    <div className="h-full flex flex-col">
+      <div className="flex-1 overflow-y-auto space-y-4 min-h-0">
+        {groups.map(group => (
+          <div key={group.type}>
+            <div className="flex items-center justify-between mb-1.5">
+              <button
+                onClick={() => toggleGroup(group.type)}
+                className="flex items-center gap-1 text-xs font-medium uppercase tracking-wider text-muted-foreground hover:text-foreground transition-colors"
+              >
+                <ChevronRight className={cn("size-3.5 transition-transform", !collapsedGroups.has(group.type) && "rotate-90")} />
+                {group.label}
+                <span className="text-[10px] ml-0.5">({group.tags.length})</span>
+              </button>
+              <Button
+                variant="ghost"
+                size="sm"
+                className="h-6 px-2 text-xs"
+                onClick={() => addTag(group.type)}
+              >
+                <Plus className="size-3 mr-1" />
+                Add
+              </Button>
+            </div>
+            {!collapsedGroups.has(group.type) && group.tags.length > 0 && (
+              <div className="border rounded-md overflow-hidden">
+                <div className="grid grid-cols-[100px_1fr_1fr_80px_24px] gap-1 bg-muted/50 px-2 py-1 text-[10px] font-medium text-muted-foreground uppercase tracking-wider">
+                  <div>Tag</div>
+                  <div>Description</div>
+                  <div>Example</div>
+                  <div>Applies to</div>
+                  <div />
+                </div>
+                {group.tags.map((tag, localIdx) => {
+                  const globalIdx = getGlobalIndex(group.type, localIdx)
+                  return (
+                    <div key={globalIdx} className="grid grid-cols-[100px_1fr_1fr_80px_24px] gap-1 border-t px-2 py-0.5 items-center">
+                      <Input
+                        value={tag.tag}
+                        onChange={e => updateTag(globalIdx, "tag", e.target.value)}
+                        className="h-7 text-xs"
+                        placeholder="tag-name"
+                        title={tag.tag}
+                      />
+                      <Input
+                        value={tag.description}
+                        onChange={e => updateTag(globalIdx, "description", e.target.value)}
+                        className="h-7 text-xs"
+                        placeholder="Description"
+                        title={tag.description}
+                      />
+                      <Input
+                        value={tag.example || ""}
+                        onChange={e => updateTag(globalIdx, "example", e.target.value)}
+                        className="h-7 text-xs"
+                        placeholder="Example"
+                        title={tag.example || ""}
+                      />
+                      <Select
+                        value={tag.applicability}
+                        onValueChange={v => updateTag(globalIdx, "applicability", v)}
+                      >
+                        <SelectTrigger className="h-7 text-xs">
+                          <SelectValue />
+                        </SelectTrigger>
+                        <SelectContent>
+                          <SelectItem value="both">Both</SelectItem>
+                          <SelectItem value="email">Email</SelectItem>
+                          <SelectItem value="notes">Notes</SelectItem>
+                        </SelectContent>
+                      </Select>
+                      <button
+                        onClick={() => removeTag(globalIdx)}
+                        className="flex items-center justify-center text-muted-foreground hover:text-destructive transition-colors"
+                      >
+                        <X className="size-3.5" />
+                      </button>
+                    </div>
+                  )
+                })}
+              </div>
+            )}
+            {!collapsedGroups.has(group.type) && group.tags.length === 0 && (
+              <div className="text-xs text-muted-foreground italic px-2">No tags in this group</div>
+            )}
+          </div>
+        ))}
+      </div>
+      <div className="pt-3 border-t mt-3 flex items-center justify-between">
+        <div>
+          {hasChanges && (
+            <span className="text-xs text-muted-foreground">Unsaved changes</span>
+          )}
+        </div>
+        <div className="flex items-center gap-2">
+          <Button variant="outline" size="sm" onClick={handleReset}>
+            Reset to defaults
+          </Button>
+          <Button size="sm" onClick={handleSave} disabled={saving || !hasChanges}>
+            {saving ? "Saving..." : "Save"}
+          </Button>
+        </div>
+      </div>
+    </div>
+  )
+}
+
 // --- Main Settings Dialog ---
 
 export function SettingsDialog({ children }: SettingsDialogProps) {
@@ -708,7 +1020,7 @@ export function SettingsDialog({ children }: SettingsDialogProps) {
   }
 
   const loadConfig = useCallback(async (tab: ConfigTab) => {
-    if (tab === "appearance" || tab === "models") return
+    if (tab === "appearance" || tab === "models" || tab === "note-tagging") return
     const tabConfig = tabs.find((t) => t.id === tab)!
     if (!tabConfig.path) return
     setLoading(true)
@@ -814,9 +1126,11 @@ export function SettingsDialog({ children }: SettingsDialogProps) {
             </div>
 
             {/* Content */}
-            <div className={cn("flex-1 p-4 min-h-0", activeTab === "models" ? "overflow-y-auto" : "overflow-hidden")}>
+            <div className={cn("flex-1 p-4 min-h-0", activeTab === "models" ? "overflow-y-auto" : activeTab === "note-tagging" ? "overflow-hidden flex flex-col" : "overflow-hidden")}>
               {activeTab === "models" ? (
                 <ModelSettings dialogOpen={open} />
+              ) : activeTab === "note-tagging" ? (
+                <NoteTaggingSettings dialogOpen={open} />
               ) : activeTab === "appearance" ? (
                 <AppearanceSettings />
               ) : loading ? (

apps/x/apps/renderer/src/components/tag-pills.tsx

@@ -0,0 +1,17 @@
+interface TagPillsProps {
+  tags: string[]
+}
+
+export function TagPills({ tags }: TagPillsProps) {
+  if (tags.length === 0) return null
+
+  return (
+    <div className="tag-pills-row">
+      {tags.map((tag, i) => (
+        <span key={`${tag}-${i}`} className="tag-pill">
+          {tag}
+        </span>
+      ))}
+    </div>
+  )
+}

apps/x/apps/renderer/src/lib/frontmatter.ts

@@ -0,0 +1,164 @@
+/**
+ * Utilities for splitting, joining, and extracting tags from YAML frontmatter
+ * in knowledge notes and email files.
+ */
+
+/** Split content into raw frontmatter block and body text. */
+export function splitFrontmatter(content: string): { raw: string | null; body: string } {
+  if (!content.startsWith('---')) {
+    return { raw: null, body: content }
+  }
+  const endIndex = content.indexOf('\n---', 3)
+  if (endIndex === -1) {
+    return { raw: null, body: content }
+  }
+  // raw includes both delimiters and the trailing newline after closing ---
+  const closingEnd = endIndex + 4 // '\n---' is 4 chars
+  const raw = content.slice(0, closingEnd)
+  // body starts after the closing --- and its trailing newline
+  let body = content.slice(closingEnd)
+  if (body.startsWith('\n')) {
+    body = body.slice(1)
+  }
+  return { raw, body }
+}
+
+/** Re-prepend raw frontmatter before body when saving. */
+export function joinFrontmatter(raw: string | null, body: string): string {
+  if (!raw) return body
+  return raw + '\n' + body
+}
+
+/** Tag category keys used in the categorized frontmatter format. */
+const TAG_CATEGORY_KEYS = new Set([
+  'relationship',
+  'relationship_sub',
+  'topic',
+  'email_type',
+  'action',
+  'status',
+  'source',
+])
+
+/** Keys that are metadata, not tags — skip when collecting tags. */
+const METADATA_KEYS = new Set(['processed', 'labeled_at', 'tagged_at'])
+
+/**
+ * Extract tags from raw frontmatter YAML.
+ *
+ * Handles three formats:
+ * - Legacy flat list: `tags:` followed by `  - value` items
+ * - Categorized format: top-level keys like `relationship: customer` or
+ *   `topic:` followed by `  - value` list items
+ * - Email format: `labels:` with nested keys (relationship, topics, type, filter, action)
+ *   where values can be single strings or `  - value` arrays
+ *
+ * Skips metadata keys like `processed`, `labeled_at`, `tagged_at`.
+ */
+export function extractTags(raw: string | null): string[] {
+  if (!raw) return []
+
+  const lines = raw.split('\n')
+  const tags: string[] = []
+
+  let inTags = false
+  let inLabels = false
+  let inLabelSubKey = false
+  let inCategoryList = false
+
+  for (const line of lines) {
+    // Top-level key detection — resets all nested state
+    if (/^\w/.test(line) || line === '---') {
+      inTags = false
+      inLabels = false
+      inLabelSubKey = false
+      inCategoryList = false
+    }
+
+    // Legacy note format: tags:
+    if (/^tags:\s*$/.test(line)) {
+      inTags = true
+      inLabels = false
+      inCategoryList = false
+      continue
+    }
+
+    // Email format: labels:
+    if (/^labels:\s*$/.test(line)) {
+      inLabels = true
+      inTags = false
+      inCategoryList = false
+      continue
+    }
+
+    // Categorized format: top-level tag category key
+    const topKeyMatch = line.match(/^(\w+):\s*(.*)$/)
+    if (topKeyMatch) {
+      const key = topKeyMatch[1]
+      const inlineValue = topKeyMatch[2].trim()
+
+      if (TAG_CATEGORY_KEYS.has(key)) {
+        if (inlineValue) {
+          // Single value: `relationship: customer`
+          tags.push(inlineValue)
+          inCategoryList = false
+        } else {
+          // List follows: `topic:\n  - sales`
+          inCategoryList = true
+        }
+        continue
+      }
+    }
+
+    // Collect tag items under `tags:`
+    if (inTags) {
+      const match = line.match(/^\s+-\s+(.+)$/)
+      if (match) {
+        tags.push(match[1].trim())
+      }
+      continue
+    }
+
+    // Collect list items under a category key
+    if (inCategoryList) {
+      const match = line.match(/^\s+-\s+(.+)$/)
+      if (match) {
+        tags.push(match[1].trim())
+      }
+      continue
+    }
+
+    // Handle labels: nested structure
+    if (inLabels) {
+      // Sub-key like `  relationship:` or `  topics:`
+      const subKeyMatch = line.match(/^\s{2}(\w+):\s*(.*)$/)
+      if (subKeyMatch) {
+        const key = subKeyMatch[1]
+        const inlineValue = subKeyMatch[2].trim()
+        if (METADATA_KEYS.has(key)) {
+          inLabelSubKey = false
+          continue
+        }
+        if (inlineValue) {
+          // Inline value like `  type: person`
+          tags.push(inlineValue)
+          inLabelSubKey = false
+        } else {
+          // Array follows
+          inLabelSubKey = true
+        }
+        continue
+      }
+
+      // Array item under a sub-key like `    - value`
+      if (inLabelSubKey) {
+        const itemMatch = line.match(/^\s{4}-\s+(.+)$/)
+        if (itemMatch) {
+          tags.push(itemMatch[1].trim())
+        }
+      }
+    }
+  }
+
+  return tags
+}

apps/x/apps/renderer/src/styles/editor.css

@@ -237,6 +237,34 @@
   flex-shrink: 0;
 }
 
+/* Tag pills row shown between toolbar and editor content */
+.tag-pills-row {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 4px;
+  padding: 4px 12px;
+  border-bottom: 1px solid var(--border);
+  background-color: var(--background);
+  flex-shrink: 0;
+  max-height: 4.5em;
+  overflow: hidden;
+}
+
+.tag-pill {
+  font-size: 11px;
+  line-height: 18px;
+  padding: 0 8px;
+  border-radius: 9999px;
+  background-color: color-mix(in srgb, var(--foreground) 8%, transparent);
+  color: var(--foreground);
+  white-space: nowrap;
+  user-select: none;
+}
+
+.dark .tag-pill {
+  background-color: color-mix(in srgb, var(--foreground) 12%, transparent);
+}
+
 .editor-toolbar .separator {
   width: 1px;
   height: 1.5rem;