Deprecate generated Today.md live note

apps/x/LIVE_NOTE.md

@@ -175,7 +175,7 @@ Internal trigger enum (`LiveNoteTriggerType`) is `'manual' | 'cron' | 'window' |
 
 `buildMessage` always emits a `**Trigger:**` paragraph in the agent's run message — one paragraph per kind. `manual` and the two timed variants (`cron`, `window`) include any optional `context` as a `**Context:**` block. `event` includes the eventMatchCriteria + payload + Pass 2 decision directive (no `**Context:**`; the payload *is* the context).
 
-This lets the user-authored objective branch on trigger kind when warranted (the canonical example is the Today.md emails section: cron/window scans `gmail_sync/` from scratch, event integrates the new thread). The skill teaches the pattern under "Per-trigger guidance (advanced)".
+This lets the user-authored objective branch on trigger kind when warranted (for example, an email digest can scan `gmail_sync/` from scratch on cron/window runs, while event runs integrate just the new thread). The skill teaches the pattern under "Per-trigger guidance (advanced)".
 
 ### Run flow (`runLiveNoteAgent`)
 
@@ -254,17 +254,15 @@ The contract (defined in the run-agent system prompt — `packages/core/src/know
 
 ---
 
-## Daily-Note Template & Migrations
+## Default Note Policy
 
-`Today.md` is the canonical demo of what a live note can do. It ships with one objective covering an Overview / Calendar / Emails / What you missed / Priorities layout — driven by three windows and an event-match criterion for in-day signals.
+Rowboat no longer creates a default `Today.md` live dashboard for new users. Live notes are user-created notes with an explicit `live:` frontmatter block.
 
-**Versioning** — `packages/core/src/knowledge/ensure_daily_note.ts` carries a `CANONICAL_DAILY_NOTE_VERSION` constant and a `templateVersion` scalar in the frontmatter. On app start, `ensureDailyNote()`:
+**Deprecated Today.md migration** — `packages/core/src/knowledge/deprecate_today_note.ts` runs once per workspace on app start:
 
-- File missing → fresh write at canonical version.
+- File missing → mark processed and do nothing.
-- File at-or-above canonical → no-op.
+- File present → set `live.active: false` if a `live:` block exists, prepend a user-facing deprecation notice once, and preserve the note body.
-- File below canonical → rename existing to `Today.md.bkp.<ISO-stamp>` (which doesn't end in `.md`, so the scheduler/event router skip it), then write the canonical template body-from-scratch (live notes regenerate their own body).
+- Future launches → no-op via `config/today-note-deprecation.json`, so a user who re-enables the note is not paused again.
-
-The bump from v1 (the old `track:` array model) to v2 (the live-note rewrite) is handled by this same path. Pre-v2 notes get backed up and replaced.
 
 ---
 
@@ -393,7 +391,7 @@ Conventions:
 | Run orchestrator (`runLiveNoteAgent`, `buildMessage`) | `packages/core/src/knowledge/live-note/runner.ts` |
 | Live-note agent definition (`LIVE_NOTE_AGENT_INSTRUCTIONS`, `buildLiveNoteAgent`) | `packages/core/src/knowledge/live-note/agent.ts` |
 | Live-note bus (pub-sub for lifecycle events) | `packages/core/src/knowledge/live-note/bus.ts` |
-| Daily-note template + version migration | `packages/core/src/knowledge/ensure_daily_note.ts` |
+| Deprecated Today.md one-time migration | `packages/core/src/knowledge/deprecate_today_note.ts` |
 | Gmail event producer | `packages/core/src/knowledge/sync_gmail.ts` |
 | Calendar event producer + digest | `packages/core/src/knowledge/sync_calendar.ts` |
 | Copilot skill | `packages/core/src/application/assistant/skills/live-note/skill.ts` |

apps/x/apps/renderer/src/hooks/use-live-note-for-path.ts

@@ -42,8 +42,8 @@ function isSamePath(a: string, b: string | undefined): boolean {
  * - Ticks every minute so callers using `formatRelativeTime` get a fresh label
  *   without the underlying data changing.
  *
- * `notePath` may be either knowledge-relative (`Today.md`) or workspace-rooted
+ * `notePath` may be either knowledge-relative (`Digest.md`) or workspace-rooted
- * (`knowledge/Today.md`); the hook normalises internally.
+ * (`knowledge/Digest.md`); the hook normalises internally.
  */
 export function useLiveNoteForPath(notePath: string | null | undefined): UseLiveNoteForPathResult {
   const knowledgeRelPath = stripKnowledgePrefix(notePath ?? null)

apps/x/packages/core/src/application/assistant/skills/live-note/skill.ts

@@ -314,7 +314,7 @@ The agent always receives a \`**Trigger:**\` line in its run message telling it
 - \`Scheduled refresh — fired inside the configured window\` — forgiving once-per-day baseline refresh.
 - \`Event match — Pass 1 routing flagged this note\` — comes with the event payload and a Pass 2 decision directive.
 
-**When to branch in the objective:** there's a meaningful difference between the work to do on a *baseline* refresh (cron/window — pull a full snapshot from local data) and a *reactive* update (event — integrate one new signal). The flagship case is the **Today.md emails section**: on a window run it scans \`gmail_sync/\` for everything worth attention; on an event run with an incoming email payload it integrates that one thread into the existing digest without re-listing previously-seen threads. Same objective, two branches.
+**When to branch in the objective:** there's a meaningful difference between the work to do on a *baseline* refresh (cron/window — pull a full snapshot from local data) and a *reactive* update (event — integrate one new signal). For example, an email digest can scan \`gmail_sync/\` for everything worth attention on a window run, then integrate one incoming thread on an event run without re-listing previously-seen threads. Same objective, two branches.
 
 How to write it — use plain conditional language inside the objective:
 

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

@@ -49,9 +49,10 @@ function ensureDefaultConfigs() {
 ensureDirs();
 ensureDefaultConfigs();
 
-// Ensure default knowledge files exist
+// One-time deprecation for the old Today.md live dashboard. New installs no
-import('../knowledge/ensure_daily_note.js').then(m => m.ensureDailyNote()).catch(err => {
+// longer get a generated Today.md; existing files are paused in place.
-    console.error('[DailyNote] Failed to ensure daily note:', err);
+import('../knowledge/deprecate_today_note.js').then(m => m.deprecateTodayNote()).catch(err => {
+    console.error('[TodayNoteDeprecation] Failed to deprecate Today.md:', err);
 });
 
 // Initialize version history repo (async, fire-and-forget on startup)

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

@@ -0,0 +1,96 @@
+import fs from 'fs/promises';
+import path from 'path';
+import { z } from 'zod';
+import { LiveNoteSchema } from '@x/shared/dist/live-note.js';
+import { WorkDir } from '../config/config.js';
+import { splitFrontmatter, joinFrontmatter } from '../application/lib/parse-frontmatter.js';
+
+const KNOWLEDGE_DIR = path.join(WorkDir, 'knowledge');
+const TODAY_NOTE_PATH = path.join(KNOWLEDGE_DIR, 'Today.md');
+const STATE_FILE = path.join(WorkDir, 'config', 'today-note-deprecation.json');
+const NOTICE_MARKER = '<!-- rowboat-today-md-deprecated -->';
+const DEPRECATION_NOTICE = `${NOTICE_MARKER}
+> Rowboat's Today.md live dashboard is paused for now while we work on a better experience. You can keep using this note as a regular markdown file. If you want Rowboat to keep updating it automatically, re-enable the live note settings; automatic updates may use credits.
+
+`;
+
+const StateSchema = z.object({
+    processed_at: z.string().min(1).optional(),
+});
+type State = z.infer<typeof StateSchema>;
+
+const TodayNoteFrontmatterSchema = z.object({
+    live: LiveNoteSchema.optional(),
+}).passthrough();
+
+async function pathExists(filePath: string): Promise<boolean> {
+    try {
+        await fs.access(filePath);
+        return true;
+    } catch {
+        return false;
+    }
+}
+
+async function loadState(): Promise<State> {
+    try {
+        if (!await pathExists(STATE_FILE)) return {};
+        const raw = await fs.readFile(STATE_FILE, 'utf-8');
+        return StateSchema.parse(JSON.parse(raw));
+    } catch (error) {
+        console.warn('[TodayNoteDeprecation] Failed to load state:', error);
+        return {};
+    }
+}
+
+async function saveState(state: State): Promise<void> {
+    const dir = path.dirname(STATE_FILE);
+    await fs.mkdir(dir, { recursive: true });
+    await fs.writeFile(STATE_FILE, JSON.stringify(state, null, 2), 'utf-8');
+}
+
+async function markProcessed(): Promise<void> {
+    await saveState({ processed_at: new Date().toISOString() });
+}
+
+function disableLiveBlock(frontmatter: Record<string, unknown>): Record<string, unknown> {
+    const parsed = TodayNoteFrontmatterSchema.safeParse(frontmatter);
+    if (!parsed.success || !parsed.data.live) {
+        return frontmatter;
+    }
+
+    return {
+        ...frontmatter,
+        live: {
+            ...parsed.data.live,
+            active: false,
+        },
+    };
+}
+
+function prependNotice(body: string): string {
+    if (body.includes(NOTICE_MARKER)) return body;
+    return `${DEPRECATION_NOTICE}${body}`;
+}
+
+export async function deprecateTodayNote(): Promise<void> {
+    const state = await loadState();
+    if (state.processed_at) return;
+
+    if (!await pathExists(TODAY_NOTE_PATH)) {
+        await markProcessed();
+        return;
+    }
+
+    const content = await fs.readFile(TODAY_NOTE_PATH, 'utf-8');
+    const { frontmatter, body } = splitFrontmatter(content);
+    const nextFrontmatter = disableLiveBlock(frontmatter);
+    const nextBody = prependNotice(body);
+
+    if (nextFrontmatter !== frontmatter || nextBody !== body) {
+        await fs.writeFile(TODAY_NOTE_PATH, joinFrontmatter(nextFrontmatter, nextBody), 'utf-8');
+        console.log('[TodayNoteDeprecation] Deprecated Today.md live dashboard');
+    }
+
+    await markProcessed();
+}

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

@@ -1,93 +0,0 @@
-import path from 'path';
-import fs from 'fs';
-import { stringify as stringifyYaml } from 'yaml';
-import { LiveNoteSchema } from '@x/shared/dist/live-note.js';
-import { WorkDir } from '../config/config.js';
-import { splitFrontmatter } from '../application/lib/parse-frontmatter.js';
-import z from 'zod';
-
-const KNOWLEDGE_DIR = path.join(WorkDir, 'knowledge');
-const DAILY_NOTE_PATH = path.join(KNOWLEDGE_DIR, 'Today.md');
-
-// Bump this whenever the canonical Today.md template changes (objective,
-// triggers, default body, etc.). On app start, ensureDailyNote() compares the
-// on-disk `templateVersion` against this constant — if older or missing, the
-// existing file is renamed to Today.md.bkp.<ISO-stamp> and replaced with the
-// new template. v2 is the live-note rewrite (single objective, no `track:`).
-const CANONICAL_DAILY_NOTE_VERSION = 2;
-
-const TODAY_LIVE_NOTE: z.infer<typeof LiveNoteSchema> = {
-    objective:
-`Keep Today.md current as a living dashboard for the day. Maintain these H2 sections in this order:
-
-1. **Overview** — 2-3 prose sentences greeting the user and reading the day (warm, confident tone — use today's calendar density from \`calendar_sync/\` and the existing Priorities section if populated). Below the prose, render exactly one \`image\` block fitting the mood (use weather + calendar density as cues). Source the image via web-search from a permissive host (Unsplash/Pexels/Pixabay/Wikimedia, direct .jpg/.png/.webp URLs only); fall back to NASA APOD (https://apod.nasa.gov/apod/astropix.html) if nothing suitable. Keep the image **wide / low-height**. Skip refreshing this section if its content is still suitable and less than 24h old.
-
-2. **Calendar** — today's meetings as a single \`calendar\` block titled "Today's Meetings". Read \`calendar_sync/\` via \`workspace-readdir\` → \`workspace-readFile\` each \`.json\`. Filter to today; after 10am drop meetings that have already ended. Always emit the block (use \`events: []\` when empty). Set \`showJoinButton: true\` if any event has a \`conferenceLink\`.
-
-3. **Emails** — a digest of email threads worth attention today, as a **single** fenced \`emails\` block (plural — never individual \`email\` blocks per thread). Body shape: \`{"title":"Today's Emails","emails":[...]}\`. Each entry: \`threadId\`, \`subject\`, \`from\`, \`date\`, \`summary\`, \`latest_email\`. For threads needing a reply, add \`draft_response\` written in the user's voice — direct, informal, no fluff. For FYI threads, omit \`draft_response\`. Skip marketing, auto-notifications, and closed threads. Without an event payload, scan \`gmail_sync/\` (skip \`sync_state.json\` and \`attachments/\`), prioritising threads where frontmatter \`action = "reply"\` or \`"respond"\`. With an event payload, integrate qualifying new threads into the existing digest (add a new entry for a new threadId; update the existing entry if shown). Don't re-list threads the user has already seen unless their state changed. If nothing qualifies: "No new emails."
-
-4. **What you missed** — a short markdown summary of yesterday's meetings + emails that matter this morning. Pull decisions / action items from \`knowledge/Meetings/<source>/<yesterday>/\` (\`workspace-readdir\` recursive on \`knowledge/Meetings\`, filter folders matching yesterday's date, read each file). Skim \`gmail_sync/\` for unresolved threads. Skip recurring/routine events. If nothing notable: "Quiet day yesterday — nothing to flag."
-
-5. **Priorities** — a ranked markdown list of actionable items the user should focus on today. Sources: yesterday's meeting action items (\`knowledge/Meetings/<source>/<yesterday>/\`), open follow-ups across \`knowledge/\` (\`workspace-grep\` for "- [ ]"), the **What you missed** section above. Don't list calendar events as tasks (Calendar section has them) and don't list trivial admin. Rank by importance; note time-sensitivity inline. With an event payload (gmail or calendar), only re-emit the full list if the event genuinely shifts priorities (urgent reply, deadline arrival, blocking reschedule). If nothing pressing: "No pressing tasks today — good day to make progress on bigger items."
-
-Treat the note as a coherent artifact. Make small, incremental edits — one section at a time — rather than rewriting the whole body each run.`,
-    active: true,
-    triggers: {
-        // Three windows give the user a fresh dashboard morning, midday, and
-        // post-lunch even with no calendar/email events landing in between.
-        windows: [
-            { startTime: '08:00', endTime: '12:00' },
-            { startTime: '12:00', endTime: '15:00' },
-            { startTime: '15:00', endTime: '18:00' },
-        ],
-        // Event-driven updates handle in-day shifts (new email threads worth
-        // attention, calendar reshuffles, urgent escalations).
-        eventMatchCriteria:
-`Email or calendar events that may shift today's dashboard: new or updated email threads needing the user's attention, urgent reply requests, deadline-bearing items, escalations from people the user cares about, calendar additions/cancellations/reschedules affecting today, or anything that changes the user's near-term priorities. Skip marketing, newsletters, auto-notifications, and chatter on closed threads.`,
-    },
-};
-
-function buildDailyNoteContent(body: string = '# Today\n'): string {
-    const fm = stringifyYaml(
-        { templateVersion: CANONICAL_DAILY_NOTE_VERSION, live: TODAY_LIVE_NOTE },
-        { lineWidth: 0, blockQuote: 'literal' },
-    ).trimEnd();
-    return `---\n${fm}\n---\n${body}`;
-}
-
-function readCurrentTemplateVersion(): number {
-    if (!fs.existsSync(DAILY_NOTE_PATH)) return -1;
-    const raw = fs.readFileSync(DAILY_NOTE_PATH, 'utf-8');
-    const { frontmatter } = splitFrontmatter(raw);
-    const v = frontmatter.templateVersion;
-    return typeof v === 'number' ? v : 0;
-}
-
-export function ensureDailyNote(): void {
-    // Fresh install — no existing file.
-    if (!fs.existsSync(DAILY_NOTE_PATH)) {
-        fs.writeFileSync(DAILY_NOTE_PATH, buildDailyNoteContent(), 'utf-8');
-        console.log(`[DailyNote] Created Today.md (v${CANONICAL_DAILY_NOTE_VERSION})`);
-        return;
-    }
-
-    // Up-to-date — nothing to do.
-    const currentVersion = readCurrentTemplateVersion();
-    if (currentVersion >= CANONICAL_DAILY_NOTE_VERSION) return;
-
-    // Migrate aggressively: rename existing → backup, write a fresh canonical
-    // template (no body carried over). Today.md is a flagship demo whose
-    // content is meant to be regenerated by the live-note agent anyway —
-    // preserving the old body just leaves orphan sections behind on
-    // restructure. The .bkp file is the recovery path; its name doesn't end
-    // in `.md`, so the scheduler and event router naturally skip it. Pre-v2
-    // notes (with the old `track:` array) are caught by this same path.
-    const stamp = new Date().toISOString().replace(/[:.]/g, '-');
-    const backupPath = `${DAILY_NOTE_PATH}.bkp.${stamp}`;
-    fs.renameSync(DAILY_NOTE_PATH, backupPath);
-    fs.writeFileSync(DAILY_NOTE_PATH, buildDailyNoteContent(), 'utf-8');
-    console.log(
-        `[DailyNote] Migrated v${currentVersion} → v${CANONICAL_DAILY_NOTE_VERSION}; ` +
-        `previous version saved to ${backupPath}`,
-    );
-}