diff --git a/.github/workflows/electron-build.yml b/.github/workflows/electron-build.yml index 1be5ef76..1b63a88c 100644 --- a/.github/workflows/electron-build.yml +++ b/.github/workflows/electron-build.yml @@ -53,12 +53,48 @@ jobs: console.log('Updated version to:', version); " + - name: Import Code Signing Certificate + env: + APPLE_CERTIFICATE: ${{ secrets.APPLE_CERTIFICATE }} + APPLE_CERTIFICATE_PASSWORD: ${{ secrets.APPLE_CERTIFICATE_PASSWORD }} + run: | + # Create a temporary keychain + KEYCHAIN_PATH=$RUNNER_TEMP/app-signing.keychain-db + KEYCHAIN_PASSWORD=$(openssl rand -base64 32) + + # Create keychain + security create-keychain -p "$KEYCHAIN_PASSWORD" "$KEYCHAIN_PATH" + security set-keychain-settings -lut 21600 "$KEYCHAIN_PATH" + security unlock-keychain -p "$KEYCHAIN_PASSWORD" "$KEYCHAIN_PATH" + + # Decode and import certificate + echo "$APPLE_CERTIFICATE" | base64 --decode > $RUNNER_TEMP/certificate.p12 + security import $RUNNER_TEMP/certificate.p12 -P "$APPLE_CERTIFICATE_PASSWORD" -A -t cert -f pkcs12 -k "$KEYCHAIN_PATH" + + # Allow codesign to access the keychain + security set-key-partition-list -S apple-tool:,apple: -s -k "$KEYCHAIN_PASSWORD" "$KEYCHAIN_PATH" + + # Add keychain to search list + security list-keychain -d user -s "$KEYCHAIN_PATH" login.keychain + + # Verify certificate was imported + security find-identity -v "$KEYCHAIN_PATH" + + # Clean up certificate file + rm -f $RUNNER_TEMP/certificate.p12 + - name: Install dependencies run: pnpm install --frozen-lockfile working-directory: apps/x - - name: Build distributables - run: npm run make + - name: Build and publish to S3 + env: + APPLE_ID: ${{ secrets.APPLE_ID }} + APPLE_PASSWORD: ${{ secrets.APPLE_PASSWORD }} + APPLE_TEAM_ID: ${{ secrets.APPLE_TEAM_ID }} + AWS_ACCESS_KEY_ID: ${{ secrets.AWS_ACCESS_KEY_ID }} + AWS_SECRET_ACCESS_KEY: ${{ secrets.AWS_SECRET_ACCESS_KEY }} + run: npm run publish working-directory: apps/x/apps/main - name: Diagnose built app @@ -109,3 +145,11 @@ jobs: files: apps/x/apps/main/out/make/* env: GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }} + + - name: Cleanup keychain + if: always() + run: | + KEYCHAIN_PATH=$RUNNER_TEMP/app-signing.keychain-db + if [ -f "$KEYCHAIN_PATH" ]; then + security delete-keychain "$KEYCHAIN_PATH" || true + fi diff --git a/apps/x/apps/main/agents.md b/apps/x/apps/main/agents.md index 5ecd5800..de25ff6c 100644 --- a/apps/x/apps/main/agents.md +++ b/apps/x/apps/main/agents.md @@ -39,16 +39,20 @@ Prepares all build artifacts in a hidden `.package/` staging directory: - Copies preload/renderer dist to `.package/` ### 2. `packageAfterCopy` Hook (Post-copy) -After Forge copies source to output, this hook fixes it: -- Removes unbundled `dist/` (has unresolvable `@x/core` imports) -- Copies bundled `dist-bundle/`, `preload/`, `renderer/` from staging +After Forge copies source to output, this hook replaces source files with bundled/staged files: +- **Hook signature**: `async (config, buildPath, electronVersion, platform, arch)` + - `buildPath` already points to `Contents/Resources/app` (not the `.app` bundle root) +- Removes unbundled `dist/` directory (has unresolvable `@x/core` imports) +- Copies bundled `dist-bundle/` from `.package/` staging directory +- Copies `preload/` and `renderer/` directories from staging - Updates `package.json`: sets `main` to `dist-bundle/main.js`, removes - `"type": "module"` (since we bundle as CJS), removes dependencies -- Cleans up source files (tsconfig.json, src/, etc.) + `"type": "module"` (since we bundle as CJS), removes all dependencies/devDependencies +- Cleans up source files (src/, tsconfig.json, forge.config.cjs, agents.md, .gitignore, bundle.mjs) **Why this approach?** Electron Forge ignores `packagerConfig.dir` and always packages from the config file's directory. The `packageAfterCopy` hook is the -reliable way to customize the packaged output. +reliable way to customize the packaged output by modifying files after Forge +copies the source directory but before the app bundle is finalized. ## Staged Build Directory (`.package/`) diff --git a/apps/x/apps/main/forge.config.cjs b/apps/x/apps/main/forge.config.cjs index b33c697f..595b6ec9 100644 --- a/apps/x/apps/main/forge.config.cjs +++ b/apps/x/apps/main/forge.config.cjs @@ -11,6 +11,15 @@ module.exports = { icon: './icons/icon', // .icns extension added automatically appBundleId: 'com.rowboat.app', appCategoryType: 'public.app-category.productivity', + osxSign: {}, + osxNotarize: { + appleId: process.env.APPLE_ID, + appleIdPassword: process.env.APPLE_PASSWORD, + teamId: process.env.APPLE_TEAM_ID + }, + // NOTE: Electron Forge ignores packagerConfig.dir and always packages from the + // config file's directory. We use packageAfterCopy hook instead to customize output. + // dir: path.join(__dirname, '.package'), // Not supported by Forge // Since we bundle everything with esbuild, we don't need node_modules at all. // These settings prevent Forge's dependency walker (flora-colossus) from trying // to analyze/copy node_modules, which fails with pnpm's symlinked workspaces. @@ -39,6 +48,21 @@ module.exports = { name: '@electron-forge/maker-zip', platforms: ['darwin'], // ZIP is used by Squirrel.Mac for auto-updates + config: (arch) => ({ + // Path must match S3 publisher's folder structure: releases/darwin/{arch} + macUpdateManifestBaseUrl: `https://rowboat-desktop-app-releases.s3.amazonaws.com/releases/darwin/${arch}` + }) + } + ], + publishers: [ + { + name: '@electron-forge/publisher-s3', + config: { + bucket: 'rowboat-desktop-app-releases', + region: 'us-east-1', + public: true, + folder: 'releases' // Creates structure: releases/darwin/arm64/files + } } ], hooks: { @@ -141,113 +165,82 @@ module.exports = { console.log('✅ All assets staged in .package/'); }, - - // Hook runs after Forge copies source to output directory - // We use this to replace the unbundled code with our bundled version - // Hook signature: (forgeConfig, buildPath, electronVersion, platform, arch) - packageAfterCopy: async (forgeConfig, buildPath, electronVersion, platform, arch) => { + // Hook signature: async (config, buildPath, electronVersion, platform, arch) + // Called after Forge copies source directory to build output + // This is where we replace source files with bundled/staged files + packageAfterCopy: async (config, buildPath, electronVersion, platform, arch) => { const fs = require('fs'); const packageDir = path.join(__dirname, '.package'); - - // buildPath is the app directory inside the packaged output - // e.g., out/Rowboat-darwin-arm64/Rowboat.app/Contents/Resources/app - // App bundle root is 3 levels up: buildPath/../../.. = Rowboat.app - const appBundleRoot = path.resolve(buildPath, '../../..'); - console.log('Fixing packaged app at:', buildPath); - console.log('App bundle root:', appBundleRoot); - + // buildPath already points to the app directory (Contents/Resources/app) + const appResourcesPath = buildPath; - // 1. Remove the unbundled dist/ directory (it has imports to @x/core, @x/shared) - const distDir = path.join(buildPath, 'dist'); - if (fs.existsSync(distDir)) { + console.log('📦 Copying staged files from .package/ to packaged app...'); + + // Remove unbundled dist/ directory (source TypeScript output) + const unbundledDist = path.join(appResourcesPath, 'dist'); + if (fs.existsSync(unbundledDist)) { console.log('Removing unbundled dist/...'); - fs.rmSync(distDir, { recursive: true }); + fs.rmSync(unbundledDist, { recursive: true }); } - // 2. Copy the bundled dist-bundle/ from staging - console.log('Copying bundled dist-bundle/...'); - const bundleSrc = path.join(packageDir, 'dist-bundle'); - const bundleDest = path.join(buildPath, 'dist-bundle'); - fs.cpSync(bundleSrc, bundleDest, { recursive: true }); + // Copy bundled dist-bundle/ from staging + const distBundleSrc = path.join(packageDir, 'dist-bundle'); + const distBundleDest = path.join(appResourcesPath, 'dist-bundle'); + if (fs.existsSync(distBundleSrc)) { + console.log('Copying dist-bundle/...'); + fs.mkdirSync(distBundleDest, { recursive: true }); + fs.cpSync(distBundleSrc, distBundleDest, { recursive: true }); + } - // 3. Copy preload from staging - console.log('Copying preload/...'); + // Copy preload/ from staging const preloadSrc = path.join(packageDir, 'preload'); - const preloadDest = path.join(buildPath, 'preload'); - fs.cpSync(preloadSrc, preloadDest, { recursive: true }); + const preloadDest = path.join(appResourcesPath, 'preload'); + if (fs.existsSync(preloadSrc)) { + console.log('Copying preload/...'); + // Remove old preload if it exists + if (fs.existsSync(preloadDest)) { + fs.rmSync(preloadDest, { recursive: true }); + } + fs.cpSync(preloadSrc, preloadDest, { recursive: true }); + } - // 4. Copy renderer from staging - console.log('Copying renderer/...'); + // Copy renderer/ from staging const rendererSrc = path.join(packageDir, 'renderer'); - const rendererDest = path.join(buildPath, 'renderer'); - fs.cpSync(rendererSrc, rendererDest, { recursive: true }); + const rendererDest = path.join(appResourcesPath, 'renderer'); + if (fs.existsSync(rendererSrc)) { + console.log('Copying renderer/...'); + // Remove old renderer if it exists + if (fs.existsSync(rendererDest)) { + fs.rmSync(rendererDest, { recursive: true }); + } + fs.cpSync(rendererSrc, rendererDest, { recursive: true }); + } - // 5. Update package.json to point to bundled entry - console.log('Updating package.json...'); - const packageJsonPath = path.join(buildPath, 'package.json'); - const packageJson = JSON.parse(fs.readFileSync(packageJsonPath, 'utf-8')); - packageJson.main = 'dist-bundle/main.js'; - // Remove workspace dependencies (they're bundled now) - delete packageJson.dependencies; - delete packageJson.devDependencies; - delete packageJson.scripts; - // Remove "type": "module" - we bundle as CommonJS for compatibility - // with dependencies that use dynamic require() - delete packageJson.type; - fs.writeFileSync(packageJsonPath, JSON.stringify(packageJson, null, 2)); + // Update package.json to point to bundled entry point + const packageJsonPath = path.join(appResourcesPath, 'package.json'); + if (fs.existsSync(packageJsonPath)) { + console.log('Updating package.json...'); + const packageJson = { + name: '@x/main', + version: '0.1.0', + main: 'dist-bundle/main.js', + // Note: No "type": "module" since we bundle as CommonJS + // No dependencies/devDependencies since everything is bundled + }; + fs.writeFileSync(packageJsonPath, JSON.stringify(packageJson, null, 2)); + } - // 6. Clean up source files that shouldn't be in production - const filesToRemove = ['tsconfig.json', 'forge.config.cjs', 'agents.md']; + // Clean up source files that shouldn't be in packaged app + const filesToRemove = ['src', 'tsconfig.json', 'forge.config.cjs', 'agents.md', '.gitignore', 'bundle.mjs']; for (const file of filesToRemove) { - const filePath = path.join(buildPath, file); + const filePath = path.join(appResourcesPath, file); if (fs.existsSync(filePath)) { - fs.rmSync(filePath); + console.log(`Removing ${file}...`); + fs.rmSync(filePath, { recursive: true, force: true }); } } - const srcDir = path.join(buildPath, 'src'); - if (fs.existsSync(srcDir)) { - fs.rmSync(srcDir, { recursive: true }); - } - // 7. Remove any signature metadata AFTER all file modifications - // This prevents "code has no resources but signature indicates they must be present" error - // which occurs when _CodeSignature exists but files it references have been moved/modified - const codeSignatureDir = path.join(appBundleRoot, 'Contents', '_CodeSignature'); - if (fs.existsSync(codeSignatureDir)) { - console.log('Removing _CodeSignature directory (files were modified after packaging)...'); - fs.rmSync(codeSignatureDir, { recursive: true }); - } - - // 8. Re-sign the app bundle with adhoc signature after file modifications - // The original bundle signature references resources that we've moved/modified - // Re-signing with adhoc signature creates a new signature that matches the current bundle structure - // This prevents "code has no resources but signature indicates they must be present" error - try { - const { execSync } = require('child_process'); - - // Re-sign the entire app bundle with an adhoc signature - // This creates a fresh signature that matches the modified bundle structure - execSync(`codesign --force --deep --sign - "${appBundleRoot}"`, { stdio: 'ignore' }); - console.log('Re-signed app bundle with adhoc signature (matches modified structure)'); - } catch (e) { - // Ignore errors - codesign might fail, but app should still work - console.log('Warning: Failed to re-sign app bundle:', e.message); - } - - // 9. Clear any signature-related extended attributes - // Even without _CodeSignature or embedded signatures, extended attributes can contain invalid signature metadata - // This prevents "code has no resources but signature indicates they must be present" error - try { - const { execSync } = require('child_process'); - // Clear extended attributes from the entire app bundle - // This removes any signature metadata that might be stored in xattrs - execSync(`xattr -cr "${appBundleRoot}"`, { stdio: 'ignore' }); - console.log('Cleared extended attributes from app bundle'); - } catch (e) { - // Ignore errors - xattr might not be available or might fail silently - } - - console.log('✅ Packaged app fixed with bundled code'); + console.log('✅ Staged files copied to packaged app'); } } }; \ No newline at end of file diff --git a/apps/x/apps/main/package.json b/apps/x/apps/main/package.json index 37be270f..9f9c52e9 100644 --- a/apps/x/apps/main/package.json +++ b/apps/x/apps/main/package.json @@ -4,7 +4,7 @@ "version": "0.1.0", "main": "dist/main.js", "scripts": { - "start": "electron-forge start", + "start": "electron .", "build": "rm -rf dist && tsc", "package": "electron-forge package", "make": "electron-forge make", @@ -14,6 +14,7 @@ "@x/core": "workspace:*", "@x/shared": "workspace:*", "chokidar": "^4.0.3", + "update-electron-app": "^3.0.0", "zod": "^4.2.1" }, "devDependencies": { @@ -24,6 +25,7 @@ "@electron-forge/maker-deb": "^7.11.1", "@electron-forge/maker-dmg": "^7.11.1", "@electron-forge/maker-squirrel": "^7.11.1", - "@electron-forge/maker-zip": "^7.11.1" + "@electron-forge/maker-zip": "^7.11.1", + "@electron-forge/publisher-s3": "^7.11.1" } } \ No newline at end of file diff --git a/apps/x/apps/main/src/main.ts b/apps/x/apps/main/src/main.ts index 9c8fb53c..353a86e3 100644 --- a/apps/x/apps/main/src/main.ts +++ b/apps/x/apps/main/src/main.ts @@ -3,6 +3,8 @@ import path from "node:path"; import { setupIpcHandlers, startRunsWatcher, startWorkspaceWatcher, stopWorkspaceWatcher } from "./ipc.js"; import { fileURLToPath, pathToFileURL } from "node:url"; import { dirname } from "node:path"; +import { existsSync } from "node:fs"; +import { updateElectronApp, UpdateSourceType } from "update-electron-app"; import { init as initGmailSync } from "@x/core/dist/knowledge/sync_gmail.js"; import { init as initCalendarSync } from "@x/core/dist/knowledge/sync_calendar.js"; import { init as initFirefliesSync } from "@x/core/dist/knowledge/sync_fireflies.js"; @@ -13,6 +15,10 @@ import { init as initPreBuiltRunner } from "@x/core/dist/pre_built/runner.js"; const __filename = fileURLToPath(import.meta.url); const __dirname = dirname(__filename); +// #region agent log +fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:14',message:'__dirname resolved',data:{__dirname,__filename,isPackaged:app.isPackaged},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'B'})}).catch(()=>{}); +// #endregion + // Path resolution differs between development and production: // - Development: main.js runs from dist/, preload is at ../../preload/dist/ (sibling dir) // - Production: main.js runs from .package/dist-bundle/, preload is at ../preload/dist/ (copied into .package/) @@ -21,9 +27,17 @@ const preloadPath = app.isPackaged : path.join(__dirname, "../../preload/dist/preload.js"); // Development console.log("preloadPath", preloadPath); +// #region agent log +fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:22',message:'preloadPath computed',data:{preloadPath,exists:existsSync(preloadPath)},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'B'})}).catch(()=>{}); +// #endregion + // Register custom protocol for serving built renderer files in production function registerAppProtocol() { protocol.handle('app', (request) => { + // #region agent log + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:26',message:'protocol handler called',data:{url:request.url},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'C'})}).catch(()=>{}); + // #endregion + // Remove 'app://' prefix and get the path let urlPath = request.url.slice('app://'.length); @@ -45,6 +59,10 @@ function registerAppProtocol() { : path.join(__dirname, '../../renderer/dist'); const filePath = path.join(rendererDistPath, urlPath); + // #region agent log + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:46',message:'renderer path resolution',data:{rendererDistPath,filePath,urlPath,exists:existsSync(filePath),rendererDistExists:existsSync(rendererDistPath)},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'D'})}).catch(()=>{}); + // #endregion + return net.fetch(pathToFileURL(filePath).toString()); }); } @@ -62,9 +80,23 @@ function createWindow() { }, }); + // #region agent log + const loadURL = app.isPackaged ? 'app://./' : 'http://localhost:5173'; + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:65',message:'createWindow called',data:{isPackaged:app.isPackaged,loadURL,preloadPath},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'E'})}).catch(()=>{}); + // #endregion + if (app.isPackaged) { // Production: load from custom protocol (serves built renderer files) win.loadURL('app://./'); + + // #region agent log + win.webContents.on('did-fail-load', (event, errorCode, errorDescription, validatedURL) => { + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:69',message:'window load failed',data:{errorCode,errorDescription,validatedURL},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'C'})}).catch(()=>{}); + }); + win.webContents.on('did-finish-load', () => { + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:72',message:'window load finished',data:{url:win.webContents.getURL()},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'C'})}).catch(()=>{}); + }); + // #endregion } else { // Development: load from Vite dev server win.loadURL('http://localhost:5173'); @@ -72,9 +104,28 @@ function createWindow() { } app.whenReady().then(() => { + // #region agent log + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:74',message:'app.whenReady triggered',data:{isPackaged:app.isPackaged},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'A'})}).catch(()=>{}); + // #endregion + // Register custom protocol before creating window (for production builds) registerAppProtocol(); + // #region agent log + fetch('http://127.0.0.1:7242/ingest/dd33b297-24f6-4846-82f9-02599308a13a',{method:'POST',headers:{'Content-Type':'application/json'},body:JSON.stringify({location:'main.ts:77',message:'protocol registered',data:{isPackaged:app.isPackaged},timestamp:Date.now(),sessionId:'debug-session',runId:'run1',hypothesisId:'C'})}).catch(()=>{}); + // #endregion + + // Initialize auto-updater (only in production) + if (app.isPackaged) { + updateElectronApp({ + updateSource: { + type: UpdateSourceType.StaticStorage, + baseUrl: `https://rowboat-desktop-app-releases.s3.amazonaws.com/releases/${process.platform}/${process.arch}` + }, + notifyUser: true // Shows native dialog when update is available + }); + } + setupIpcHandlers(); createWindow(); diff --git a/apps/x/packages/core/package.json b/apps/x/packages/core/package.json index 5ea8038c..f1061b52 100644 --- a/apps/x/packages/core/package.json +++ b/apps/x/packages/core/package.json @@ -5,7 +5,7 @@ "main": "./dist/index.js", "types": "./dist/index.d.ts", "scripts": { - "build": "rm -rf dist && tsc && mkdir -p dist/knowledge dist/pre_built && cp src/knowledge/note_creation.md dist/knowledge/ && cp src/pre_built/*.md dist/pre_built/", + "build": "rm -rf dist && tsc && mkdir -p dist/knowledge dist/pre_built && cp src/knowledge/note_creation_*.md dist/knowledge/ && cp src/pre_built/*.md dist/pre_built/", "dev": "tsc -w" }, "dependencies": { diff --git a/apps/x/packages/core/src/agents/runtime.ts b/apps/x/packages/core/src/agents/runtime.ts index 27862262..6f871bb6 100644 --- a/apps/x/packages/core/src/agents/runtime.ts +++ b/apps/x/packages/core/src/agents/runtime.ts @@ -2,6 +2,7 @@ import { jsonSchema, ModelMessage } from "ai"; import fs from "fs"; import path from "path"; import { WorkDir } from "../config/config.js"; +import { getNoteCreationStrictness } from "../config/note_creation_config.js"; import { Agent, ToolAttachment } from "@x/shared/dist/agent.js"; import { AssistantContentPart, AssistantMessage, Message, MessageList, ProviderOptions, ToolCallPart, ToolMessage } from "@x/shared/dist/message.js"; import { LanguageModel, stepCountIs, streamText, tool, Tool, ToolSet } from "ai"; @@ -245,16 +246,24 @@ export async function loadAgent(id: string): Promise> { return CopilotAgent; } - // Special case: load built-in agents from checked-in files + // Built-in agents loaded from checked-in files const builtinAgents: Record = { - 'note_creation': '../knowledge/note_creation.md', 'meeting-prep': '../pre_built/meeting-prep.md', 'email-draft': '../pre_built/email-draft.md', }; - if (id in builtinAgents) { - const currentDir = path.dirname(new URL(import.meta.url).pathname); - const agentFilePath = path.join(currentDir, builtinAgents[id]); + // Resolve agent file path (note_creation is dynamic based on strictness config) + let agentFilePath: string | null = null; + const currentDir = path.dirname(new URL(import.meta.url).pathname); + + if (id === 'note_creation') { + const strictness = getNoteCreationStrictness(); + agentFilePath = path.join(currentDir, `../knowledge/note_creation_${strictness}.md`); + } else if (id in builtinAgents) { + agentFilePath = path.join(currentDir, builtinAgents[id]); + } + + if (agentFilePath) { const raw = fs.readFileSync(agentFilePath, "utf8"); let agent: z.infer = { diff --git a/apps/x/packages/core/src/config/config.ts b/apps/x/packages/core/src/config/config.ts index c6a15b65..5bad3ed5 100644 --- a/apps/x/packages/core/src/config/config.ts +++ b/apps/x/packages/core/src/config/config.ts @@ -13,4 +13,16 @@ function ensureDirs() { ensure(path.join(WorkDir, "knowledge")); } -ensureDirs(); \ No newline at end of file +function ensureDefaultConfigs() { + // Create note_creation.json with default strictness if it doesn't exist + const noteCreationConfig = path.join(WorkDir, "config", "note_creation.json"); + if (!fs.existsSync(noteCreationConfig)) { + fs.writeFileSync(noteCreationConfig, JSON.stringify({ + strictness: "high", + configured: false + }, null, 2)); + } +} + +ensureDirs(); +ensureDefaultConfigs(); \ No newline at end of file diff --git a/apps/x/packages/core/src/config/note_creation_config.ts b/apps/x/packages/core/src/config/note_creation_config.ts new file mode 100644 index 00000000..1fd7968d --- /dev/null +++ b/apps/x/packages/core/src/config/note_creation_config.ts @@ -0,0 +1,94 @@ +import fs from 'fs'; +import path from 'path'; +import { WorkDir } from './config.js'; + +export type NoteCreationStrictness = 'low' | 'medium' | 'high'; + +interface NoteCreationConfig { + strictness: NoteCreationStrictness; + configured: boolean; +} + +const CONFIG_FILE = path.join(WorkDir, 'config', 'note_creation.json'); +const DEFAULT_STRICTNESS: NoteCreationStrictness = 'high'; + +/** + * Read the full config file. + */ +function readConfig(): NoteCreationConfig { + try { + if (!fs.existsSync(CONFIG_FILE)) { + return { strictness: DEFAULT_STRICTNESS, configured: false }; + } + const raw = fs.readFileSync(CONFIG_FILE, 'utf-8'); + const config = JSON.parse(raw); + return { + strictness: ['low', 'medium', 'high'].includes(config.strictness) + ? config.strictness + : DEFAULT_STRICTNESS, + configured: config.configured === true, + }; + } catch { + return { strictness: DEFAULT_STRICTNESS, configured: false }; + } +} + +/** + * Write the full config file. + */ +function writeConfig(config: NoteCreationConfig): 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)); +} + +/** + * Get the current note creation strictness setting. + * Defaults to 'high' if config doesn't exist. + */ +export function getNoteCreationStrictness(): NoteCreationStrictness { + return readConfig().strictness; +} + +/** + * Set the note creation strictness setting. + * Preserves the configured flag. + */ +export function setNoteCreationStrictness(strictness: NoteCreationStrictness): void { + const config = readConfig(); + config.strictness = strictness; + writeConfig(config); +} + +/** + * Check if strictness has been auto-configured based on email analysis. + */ +export function isStrictnessConfigured(): boolean { + return readConfig().configured; +} + +/** + * Mark strictness as configured (after auto-analysis). + */ +export function markStrictnessConfigured(): void { + const config = readConfig(); + config.configured = true; + writeConfig(config); +} + +/** + * Set strictness and mark as configured in one operation. + */ +export function setStrictnessAndMarkConfigured(strictness: NoteCreationStrictness): void { + writeConfig({ strictness, configured: true }); +} + +/** + * Get the agent file name suffix based on strictness. + */ +export function getNoteCreationAgentSuffix(): string { + const strictness = getNoteCreationStrictness(); + return `note_creation_${strictness}`; +} diff --git a/apps/x/packages/core/src/config/strictness_analyzer.ts b/apps/x/packages/core/src/config/strictness_analyzer.ts new file mode 100644 index 00000000..d7516ccb --- /dev/null +++ b/apps/x/packages/core/src/config/strictness_analyzer.ts @@ -0,0 +1,482 @@ +import fs from 'fs'; +import path from 'path'; +import { WorkDir } from './config.js'; +import { + NoteCreationStrictness, + setStrictnessAndMarkConfigured, + isStrictnessConfigured, +} from './note_creation_config.js'; + +const GMAIL_SYNC_DIR = path.join(WorkDir, 'gmail_sync'); + +interface EmailInfo { + threadId: string; + subject: string; + senders: string[]; + senderEmails: string[]; + body: string; + date: Date | null; +} + +interface AnalysisResult { + totalEmails: number; + uniqueSenders: number; + newsletterCount: number; + automatedCount: number; + consumerServiceCount: number; + businessCount: number; + mediumWouldCreate: number; + lowWouldCreate: number; + recommendation: NoteCreationStrictness; + reason: string; +} + +// Common newsletter/marketing patterns +const NEWSLETTER_PATTERNS = [ + /unsubscribe/i, + /opt[- ]?out/i, + /email preferences/i, + /manage.*subscription/i, + /via sendgrid/i, + /via mailchimp/i, + /via hubspot/i, + /via constantcontact/i, + /list-unsubscribe/i, +]; + +const NEWSLETTER_SENDER_PATTERNS = [ + /^noreply@/i, + /^no-reply@/i, + /^newsletter@/i, + /^marketing@/i, + /^hello@/i, + /^info@/i, + /^team@/i, + /^updates@/i, + /^news@/i, +]; + +// Automated/transactional patterns +const AUTOMATED_PATTERNS = [ + /^notifications?@/i, + /^alerts?@/i, + /^support@/i, + /^billing@/i, + /^receipts?@/i, + /^orders?@/i, + /^shipping@/i, + /^noreply@/i, + /^donotreply@/i, + /^mailer-daemon/i, + /^postmaster@/i, +]; + +const AUTOMATED_SUBJECT_PATTERNS = [ + /password reset/i, + /verify your email/i, + /login alert/i, + /security alert/i, + /your order/i, + /order confirmation/i, + /shipping confirmation/i, + /receipt for/i, + /invoice/i, + /payment received/i, + /\[GitHub\]/i, + /\[Jira\]/i, + /\[Slack\]/i, + /\[Linear\]/i, + /\[Notion\]/i, +]; + +// Consumer service domains (not business-relevant) +const CONSUMER_SERVICE_DOMAINS = [ + 'amazon.com', 'amazon.co.uk', + 'netflix.com', + 'spotify.com', + 'uber.com', 'ubereats.com', + 'doordash.com', 'grubhub.com', + 'apple.com', 'apple.id', + 'google.com', 'youtube.com', + 'facebook.com', 'meta.com', 'instagram.com', + 'twitter.com', 'x.com', + 'linkedin.com', + 'dropbox.com', + 'paypal.com', 'venmo.com', + 'chase.com', 'bankofamerica.com', 'wellsfargo.com', 'citi.com', + 'att.com', 'verizon.com', 't-mobile.com', + 'comcast.com', 'xfinity.com', + 'delta.com', 'united.com', 'southwest.com', 'aa.com', + 'airbnb.com', 'vrbo.com', + 'walmart.com', 'target.com', 'bestbuy.com', + 'costco.com', +]; + +/** + * Parse a synced email markdown file + */ +function parseEmailFile(filePath: string): EmailInfo | null { + try { + const content = fs.readFileSync(filePath, 'utf-8'); + const lines = content.split('\n'); + + // Extract subject from first heading + const subjectLine = lines.find(l => l.startsWith('# ')); + const subject = subjectLine ? subjectLine.slice(2).trim() : ''; + + // Extract thread ID + const threadIdLine = lines.find(l => l.startsWith('**Thread ID:**')); + const threadId = threadIdLine ? threadIdLine.replace('**Thread ID:**', '').trim() : path.basename(filePath, '.md'); + + // Extract all senders + const senders: string[] = []; + const senderEmails: string[] = []; + let latestDate: Date | null = null; + + for (const line of lines) { + if (line.startsWith('### From:')) { + const from = line.replace('### From:', '').trim(); + senders.push(from); + + // Extract email from "Name " format + const emailMatch = from.match(/<([^>]+)>/) || from.match(/([^\s<]+@[^\s>]+)/); + if (emailMatch) { + senderEmails.push(emailMatch[1].toLowerCase()); + } + } + if (line.startsWith('**Date:**')) { + const dateStr = line.replace('**Date:**', '').trim(); + try { + const parsed = new Date(dateStr); + if (!isNaN(parsed.getTime())) { + if (!latestDate || parsed > latestDate) { + latestDate = parsed; + } + } + } catch { + // ignore parse errors + } + } + } + + return { + threadId, + subject, + senders, + senderEmails, + body: content, + date: latestDate, + }; + } catch (error) { + console.error(`Error parsing email file ${filePath}:`, error); + return null; + } +} + +/** + * Check if email is a newsletter/mass email + */ +function isNewsletter(email: EmailInfo): boolean { + // Check sender patterns + for (const senderEmail of email.senderEmails) { + for (const pattern of NEWSLETTER_SENDER_PATTERNS) { + if (pattern.test(senderEmail)) { + return true; + } + } + } + + // Check body for unsubscribe patterns + for (const pattern of NEWSLETTER_PATTERNS) { + if (pattern.test(email.body)) { + return true; + } + } + + return false; +} + +/** + * Check if email is automated/transactional + */ +function isAutomated(email: EmailInfo): boolean { + // Check sender patterns + for (const senderEmail of email.senderEmails) { + for (const pattern of AUTOMATED_PATTERNS) { + if (pattern.test(senderEmail)) { + return true; + } + } + } + + // Check subject patterns + for (const pattern of AUTOMATED_SUBJECT_PATTERNS) { + if (pattern.test(email.subject)) { + return true; + } + } + + return false; +} + +/** + * Check if email is from a consumer service + */ +function isConsumerService(email: EmailInfo): boolean { + for (const senderEmail of email.senderEmails) { + const domain = senderEmail.split('@')[1]; + if (domain) { + // Check exact match or subdomain match (e.g., mail.amazon.com) + for (const consumerDomain of CONSUMER_SERVICE_DOMAINS) { + if (domain === consumerDomain || domain.endsWith(`.${consumerDomain}`)) { + return true; + } + } + } + } + return false; +} + +/** + * Categorize an email based on its characteristics. + * Returns the category which determines how different strictness levels would handle it. + */ +type EmailCategory = 'internal' | 'newsletter' | 'automated' | 'consumer_service' | 'business'; + +function categorizeEmail(email: EmailInfo, userDomain: string): { + category: EmailCategory; + externalSenders: string[]; +} { + // Filter out user's own domain + const externalSenders = email.senderEmails.filter(e => !e.endsWith(`@${userDomain}`)); + if (externalSenders.length === 0) { + return { category: 'internal', externalSenders: [] }; + } + + if (isNewsletter(email)) { + return { category: 'newsletter', externalSenders }; + } + + if (isAutomated(email)) { + return { category: 'automated', externalSenders }; + } + + if (isConsumerService(email)) { + return { category: 'consumer_service', externalSenders }; + } + + return { category: 'business', externalSenders }; +} + +/** + * Infer user's domain from email patterns. + * Looks for the most common sender domain that appears frequently, + * assuming the user's own emails would be the most common sender. + */ +function inferUserDomain(emails: EmailInfo[]): string { + const domainCounts = new Map(); + + for (const email of emails) { + for (const senderEmail of email.senderEmails) { + const domain = senderEmail.split('@')[1]; + if (domain) { + domainCounts.set(domain, (domainCounts.get(domain) || 0) + 1); + } + } + } + + // Find the most frequent domain (likely the user's domain) + let maxCount = 0; + let userDomain = ''; + + for (const [domain, count] of domainCounts) { + // Skip known consumer/service domains + const isConsumer = CONSUMER_SERVICE_DOMAINS.some( + d => domain === d || domain.endsWith(`.${d}`) + ); + + if (!isConsumer && count > maxCount) { + maxCount = count; + userDomain = domain; + } + } + + // Fallback if we couldn't determine + return userDomain || 'example.com'; +} + +/** + * Analyze emails and recommend a strictness level based on email patterns. + * + * Strictness levels filter emails as follows: + * - High: Only creates notes from meetings, emails just update existing notes + * - Medium: Creates notes for business emails (filters out consumer services) + * - Low: Creates notes for any human sender (only filters newsletters/automated) + */ +export function analyzeEmailsAndRecommend(): AnalysisResult { + const emails: EmailInfo[] = []; + + // Read all email files from gmail_sync + if (fs.existsSync(GMAIL_SYNC_DIR)) { + const files = fs.readdirSync(GMAIL_SYNC_DIR).filter(f => f.endsWith('.md')); + + // Filter to last 30 days + const thirtyDaysAgo = new Date(); + thirtyDaysAgo.setDate(thirtyDaysAgo.getDate() - 30); + + for (const file of files) { + const filePath = path.join(GMAIL_SYNC_DIR, file); + const email = parseEmailFile(filePath); + if (email) { + // Include if date is within 30 days or if we can't parse the date + if (!email.date || email.date >= thirtyDaysAgo) { + emails.push(email); + } + } + } + } + + const userDomain = inferUserDomain(emails); + console.log(`[StrictnessAnalyzer] Inferred user domain: ${userDomain}`); + + // Track unique senders by category + const uniqueSenders = new Set(); + const newsletterSenders = new Set(); + const automatedSenders = new Set(); + const consumerServiceSenders = new Set(); + const businessSenders = new Set(); + + let newsletterCount = 0; + let automatedCount = 0; + let consumerServiceCount = 0; + let businessCount = 0; + + for (const email of emails) { + const result = categorizeEmail(email, userDomain); + + for (const sender of result.externalSenders) { + uniqueSenders.add(sender); + } + + switch (result.category) { + case 'newsletter': + newsletterCount++; + for (const sender of result.externalSenders) newsletterSenders.add(sender); + break; + case 'automated': + automatedCount++; + for (const sender of result.externalSenders) automatedSenders.add(sender); + break; + case 'consumer_service': + consumerServiceCount++; + for (const sender of result.externalSenders) consumerServiceSenders.add(sender); + break; + case 'business': + businessCount++; + for (const sender of result.externalSenders) businessSenders.add(sender); + break; + } + } + + // Calculate what each strictness level would capture: + // - Low: business + consumer_service senders (all human, non-automated) + // - Medium: business senders only (filters consumer services) + // - High: none from emails (only meetings create notes) + const lowWouldCreate = businessSenders.size + consumerServiceSenders.size; + const mediumWouldCreate = businessSenders.size; + + // Determine recommendation based on email patterns + let recommendation: NoteCreationStrictness; + let reason: string; + + const totalHumanSenders = lowWouldCreate; + const noiseRatio = uniqueSenders.size > 0 + ? (newsletterSenders.size + automatedSenders.size) / uniqueSenders.size + : 0; + const consumerRatio = totalHumanSenders > 0 + ? consumerServiceSenders.size / totalHumanSenders + : 0; + + if (totalHumanSenders > 100) { + // High volume of contacts - recommend high to avoid noise + recommendation = 'high'; + reason = `High volume of contacts (${totalHumanSenders} potential). High strictness focuses on people you meet, avoiding email overload.`; + } else if (totalHumanSenders > 50) { + // Moderate volume - recommend medium + recommendation = 'medium'; + reason = `Moderate contact volume (${totalHumanSenders}). Medium strictness captures business contacts (${mediumWouldCreate}) while filtering consumer services.`; + } else if (consumerRatio > 0.5) { + // Lots of consumer service emails - medium helps filter + recommendation = 'medium'; + reason = `${Math.round(consumerRatio * 100)}% of emails are from consumer services. Medium strictness filters these to focus on business contacts.`; + } else if (totalHumanSenders < 30) { + // Low volume - comprehensive capture is manageable + recommendation = 'low'; + reason = `Low contact volume (${totalHumanSenders}). Low strictness provides comprehensive capture without overwhelming.`; + } else { + recommendation = 'medium'; + reason = `Medium strictness provides a good balance, capturing ${mediumWouldCreate} business contacts.`; + } + + return { + totalEmails: emails.length, + uniqueSenders: uniqueSenders.size, + newsletterCount, + automatedCount, + consumerServiceCount, + businessCount, + mediumWouldCreate, + lowWouldCreate, + recommendation, + reason, + }; +} + +/** + * Run analysis and auto-configure strictness if not already done. + * Returns true if configuration was updated. + */ +export function autoConfigureStrictnessIfNeeded(): boolean { + if (isStrictnessConfigured()) { + return false; + } + + // Check if there are any emails to analyze + if (!fs.existsSync(GMAIL_SYNC_DIR)) { + console.log('[StrictnessAnalyzer] No gmail_sync directory found, skipping auto-configuration'); + return false; + } + + const emailFiles = fs.readdirSync(GMAIL_SYNC_DIR).filter(f => f.endsWith('.md')); + if (emailFiles.length === 0) { + console.log('[StrictnessAnalyzer] No emails found to analyze, skipping auto-configuration'); + return false; + } + + // Need at least 10 emails for meaningful analysis + if (emailFiles.length < 10) { + console.log(`[StrictnessAnalyzer] Only ${emailFiles.length} emails found, need at least 10 for meaningful analysis. Using default 'high' strictness.`); + setStrictnessAndMarkConfigured('high'); + return true; + } + + console.log('[StrictnessAnalyzer] Running email analysis for auto-configuration...'); + const result = analyzeEmailsAndRecommend(); + + console.log('[StrictnessAnalyzer] Analysis complete:'); + console.log(` - Total emails analyzed: ${result.totalEmails}`); + console.log(` - Unique external senders: ${result.uniqueSenders}`); + console.log(` - Newsletters/mass emails: ${result.newsletterCount}`); + console.log(` - Automated/transactional: ${result.automatedCount}`); + console.log(` - Consumer services: ${result.consumerServiceCount}`); + console.log(` - Business emails: ${result.businessCount}`); + console.log(` - Medium strictness would capture: ${result.mediumWouldCreate} contacts`); + console.log(` - Low strictness would capture: ${result.lowWouldCreate} contacts`); + console.log(` - Recommendation: ${result.recommendation.toUpperCase()}`); + console.log(` - Reason: ${result.reason}`); + + setStrictnessAndMarkConfigured(result.recommendation); + console.log(`[StrictnessAnalyzer] Auto-configured note creation strictness to: ${result.recommendation}`); + + return true; +} diff --git a/apps/x/packages/core/src/knowledge/README.md b/apps/x/packages/core/src/knowledge/README.md index c4a8fb4d..d8442c80 100644 --- a/apps/x/packages/core/src/knowledge/README.md +++ b/apps/x/packages/core/src/knowledge/README.md @@ -137,7 +137,82 @@ resetGraphState(); // Clears the state file Or manually delete: `~/.rowboat/knowledge_graph_state.json` -## Configuration +## Note Creation Strictness + +The system supports three strictness levels that control how aggressively notes are created from emails. Meetings always create notes at all levels. + +### Configuration + +Strictness is configured in `~/.rowboat/config/note_creation.json`: + +```json +{ + "strictness": "medium", + "configured": true +} +``` + +On first run, the system auto-analyzes your emails and recommends a setting based on volume and patterns. + +### Strictness Levels + +| Level | Philosophy | +|-------|------------| +| **High** | "Meetings create notes. Emails enrich them." | +| **Medium** | "Both create notes, but emails require personalized content." | +| **Low** | "Capture broadly. Never miss a potentially important contact." | + +### What Each Level Filters + +| Email Type | High | Medium | Low | +|------------|------|--------|-----| +| Mass newsletters | Skip | Skip | Skip | +| Automated/system emails | Skip | Skip | Skip | +| Consumer services (Amazon, Netflix, banks) | Skip | Skip | ✅ Create | +| Generic cold sales | Skip | Skip | ✅ Create | +| Recruiters | Skip | Skip | ✅ Create | +| Support reps | Skip | Skip | ✅ Create | +| Personalized business emails | Skip | ✅ Create | ✅ Create | +| Warm intros | ✅ Create | ✅ Create | ✅ Create | + +### High Strictness + +- Emails **never create** new notes (only meetings do) +- Emails can only **update existing** notes for people you've already met +- Exception: Warm intros from known contacts can create notes +- Best for: Users who get lots of emails and want minimal noise + +### Medium Strictness + +- Emails **can create** notes if personalized and business-relevant +- Filters out consumer services, mass mail, generic pitches +- Warm intros from anyone (not just existing contacts) create notes +- Best for: Balanced capture of relevant business contacts + +### Low Strictness + +- Creates notes for **any identifiable human sender** +- Only skips obvious automated emails and newsletters +- Philosophy: "Better to have a note you don't need than to miss someone important" +- Best for: Users with low email volume who want comprehensive capture + +### Auto-Configuration + +On first run, `strictness_analyzer.ts` analyzes your emails and recommends a level: + +- **>100 human senders** → Recommends High (avoid overload) +- **50-100 senders** → Recommends Medium (balanced) +- **>50% consumer services** → Recommends Medium (filter noise) +- **<30 senders** → Recommends Low (comprehensive capture is manageable) + +### Prompt Files + +Each strictness level has its own agent prompt: +- `note_creation_high.md` - Original strict rules +- `note_creation_medium.md` - Relaxed for personalized emails +- `note_creation_low.md` - Minimal filtering + +## Other Configuration ### Batch Size Change `BATCH_SIZE` in `build_graph.ts` (currently 25 files per batch) diff --git a/apps/x/packages/core/src/knowledge/build_graph.ts b/apps/x/packages/core/src/knowledge/build_graph.ts index 8aac1af8..104dc750 100644 --- a/apps/x/packages/core/src/knowledge/build_graph.ts +++ b/apps/x/packages/core/src/knowledge/build_graph.ts @@ -1,6 +1,7 @@ import fs from 'fs'; import path from 'path'; import { WorkDir } from '../config/config.js'; +import { autoConfigureStrictnessIfNeeded } from '../config/strictness_analyzer.js'; import { createRun, createMessage } from '../runs/runs.js'; import { bus } from '../runs/bus.js'; import { @@ -11,6 +12,7 @@ import { resetState, type GraphState, } from './graph_state.js'; +import { buildKnowledgeIndex, formatIndexForPrompt } from './knowledge_index.js'; /** * Build obsidian-style knowledge graph by running topic extraction @@ -28,7 +30,6 @@ const SOURCE_FOLDERS = [ 'granola_notes' // Corrected from 'granola_meetings' ]; const MAX_CONCURRENT_BATCHES = 1; // Process only 1 batch at a time to avoid overwhelming the agent -const BATCH_DELAY_MS = 5000; // 5 second delay between batches to avoid overwhelming the system /** * Read content for specific files @@ -65,7 +66,7 @@ async function waitForRunCompletion(runId: string): Promise { /** * Run note creation agent on a batch of files to extract entities and create/update notes */ -async function createNotesFromBatch(files: { path: string; content: string }[], batchNumber: number): Promise { +async function createNotesFromBatch(files: { path: string; content: string }[], batchNumber: number, knowledgeIndex: string): Promise { // Ensure notes output directory exists if (!fs.existsSync(NOTES_OUTPUT_DIR)) { fs.mkdirSync(NOTES_OUTPUT_DIR, { recursive: true }); @@ -76,17 +77,23 @@ async function createNotesFromBatch(files: { path: string; content: string }[], agentId: NOTE_CREATION_AGENT, }); - // Build message with all files in the batch + // Build message with index and all files in the batch let message = `Process the following ${files.length} source files and create/update obsidian notes.\n\n`; message += `**Instructions:**\n`; + message += `- Use the KNOWLEDGE BASE INDEX below to resolve entities - DO NOT grep/search for existing notes\n`; message += `- Extract entities (people, organizations, projects, topics) from ALL files below\n`; message += `- Create or update notes in "knowledge" directory (workspace-relative paths like "knowledge/People/Name.md")\n`; message += `- If the same entity appears in multiple files, merge the information into a single note\n`; - message += `- Use workspace tools to read existing notes and write updates\n`; + message += `- Use workspace tools to read existing notes (when you need full content) and write updates\n`; message += `- Follow the note templates and guidelines in your instructions\n\n`; + + // Add the knowledge base index message += `---\n\n`; + message += knowledgeIndex; + message += `\n---\n\n`; // Add each file's content + message += `# Source Files to Process\n\n`; files.forEach((file, idx) => { message += `## Source File ${idx + 1}: ${path.basename(file.path)}\n\n`; message += file.content; @@ -143,15 +150,15 @@ export async function buildGraph(sourceDir: string): Promise { const batchNumber = Math.floor(i / BATCH_SIZE) + 1; try { - console.log(`Processing batch ${batchNumber}/${totalBatches} (${batch.length} files)...`); - await createNotesFromBatch(batch, batchNumber); - console.log(`Batch ${batchNumber}/${totalBatches} complete`); + // Build fresh index before each batch to include notes from previous batches + console.log(`Building knowledge index for batch ${batchNumber}...`); + const index = buildKnowledgeIndex(); + const indexForPrompt = formatIndexForPrompt(index); + console.log(`Index built: ${index.people.length} people, ${index.organizations.length} orgs, ${index.projects.length} projects, ${index.topics.length} topics, ${index.other.length} other`); - // Add delay between batches to avoid overwhelming the system - if (i + BATCH_SIZE < contentFiles.length) { - console.log(`Waiting ${BATCH_DELAY_MS/1000} seconds before next batch...`); - await new Promise(resolve => setTimeout(resolve, BATCH_DELAY_MS)); - } + console.log(`Processing batch ${batchNumber}/${totalBatches} (${batch.length} files)...`); + await createNotesFromBatch(batch, batchNumber, indexForPrompt); + console.log(`Batch ${batchNumber}/${totalBatches} complete`); // Mark files in this batch as processed for (const file of batch) { @@ -181,6 +188,9 @@ export async function buildGraph(sourceDir: string): Promise { async function processAllSources(): Promise { console.log('[GraphBuilder] Checking for new content in all sources...'); + // Auto-configure strictness on first run if not already done + autoConfigureStrictnessIfNeeded(); + let anyFilesProcessed = false; for (const folder of SOURCE_FOLDERS) { diff --git a/apps/x/packages/core/src/knowledge/knowledge_index.ts b/apps/x/packages/core/src/knowledge/knowledge_index.ts new file mode 100644 index 00000000..2df46ca3 --- /dev/null +++ b/apps/x/packages/core/src/knowledge/knowledge_index.ts @@ -0,0 +1,355 @@ +import fs from 'fs'; +import path from 'path'; +import { WorkDir } from '../config/config.js'; + +const KNOWLEDGE_DIR = path.join(WorkDir, 'knowledge'); + +/** + * Index entry for a person note + */ +interface PersonEntry { + file: string; + name: string; + email?: string; + aliases: string[]; + organization?: string; + role?: string; +} + +/** + * Index entry for an organization note + */ +interface OrganizationEntry { + file: string; + name: string; + domain?: string; + aliases: string[]; +} + +/** + * Index entry for a project note + */ +interface ProjectEntry { + file: string; + name: string; + status?: string; + aliases: string[]; +} + +/** + * Index entry for a topic note + */ +interface TopicEntry { + file: string; + name: string; + keywords: string[]; + aliases: string[]; +} + +/** + * Index entry for notes in non-standard folders (generic) + */ +interface OtherEntry { + file: string; + name: string; + folder: string; + aliases: string[]; +} + +/** + * The complete knowledge index + */ +export interface KnowledgeIndex { + people: PersonEntry[]; + organizations: OrganizationEntry[]; + projects: ProjectEntry[]; + topics: TopicEntry[]; + other: OtherEntry[]; + buildTime: string; +} + +/** + * Extract a field value from markdown content + * Looks for patterns like **Field:** value or **Field:** [[Link]] + */ +function extractField(content: string, fieldName: string): string | undefined { + // Match **Field:** value (handles [[links]] and plain text) + const pattern = new RegExp(`\\*\\*${fieldName}:\\*\\*\\s*(.+?)(?:\\n|$)`, 'i'); + const match = content.match(pattern); + if (match) { + let value = match[1].trim(); + // Extract text from [[link]] if present + const linkMatch = value.match(/\[\[(?:[^\]|]+\|)?([^\]]+)\]\]/); + if (linkMatch) { + value = linkMatch[1]; + } + return value || undefined; + } + return undefined; +} + +/** + * Extract comma-separated values from a field + */ +function extractList(content: string, fieldName: string): string[] { + const value = extractField(content, fieldName); + if (!value) return []; + return value.split(',').map(s => s.trim()).filter(s => s.length > 0); +} + +/** + * Extract the title (first H1) from markdown content + */ +function extractTitle(content: string): string { + const match = content.match(/^#\s+(.+?)$/m); + return match ? match[1].trim() : ''; +} + +/** + * Parse a person note and extract index data + */ +function parsePersonNote(filePath: string, content: string): PersonEntry { + const name = extractTitle(content); + const relativePath = path.relative(KNOWLEDGE_DIR, filePath); + + return { + file: relativePath, + name, + email: extractField(content, 'Email'), + aliases: extractList(content, 'Aliases'), + organization: extractField(content, 'Organization'), + role: extractField(content, 'Role'), + }; +} + +/** + * Parse an organization note and extract index data + */ +function parseOrganizationNote(filePath: string, content: string): OrganizationEntry { + const name = extractTitle(content); + const relativePath = path.relative(KNOWLEDGE_DIR, filePath); + + return { + file: relativePath, + name, + domain: extractField(content, 'Domain'), + aliases: extractList(content, 'Aliases'), + }; +} + +/** + * Parse a project note and extract index data + */ +function parseProjectNote(filePath: string, content: string): ProjectEntry { + const name = extractTitle(content); + const relativePath = path.relative(KNOWLEDGE_DIR, filePath); + + return { + file: relativePath, + name, + status: extractField(content, 'Status'), + aliases: extractList(content, 'Aliases'), + }; +} + +/** + * Parse a topic note and extract index data + */ +function parseTopicNote(filePath: string, content: string): TopicEntry { + const name = extractTitle(content); + const relativePath = path.relative(KNOWLEDGE_DIR, filePath); + + return { + file: relativePath, + name, + keywords: extractList(content, 'Keywords'), + aliases: extractList(content, 'Aliases'), + }; +} + +/** + * Parse a generic note (for non-standard folders) + */ +function parseOtherNote(filePath: string, content: string): OtherEntry { + const name = extractTitle(content); + const relativePath = path.relative(KNOWLEDGE_DIR, filePath); + // Get the folder name (first part of relative path) + const folder = relativePath.split(path.sep)[0] || 'root'; + + return { + file: relativePath, + name, + folder, + aliases: extractList(content, 'Aliases'), + }; +} + +/** + * Recursively scan a directory for markdown files + */ +function scanDirectoryRecursive(dir: string): string[] { + if (!fs.existsSync(dir)) { + return []; + } + + const files: string[] = []; + const entries = fs.readdirSync(dir); + + for (const entry of entries) { + const fullPath = path.join(dir, entry); + const stat = fs.statSync(fullPath); + + if (stat.isDirectory()) { + // Recursively scan subdirectories + files.push(...scanDirectoryRecursive(fullPath)); + } else if (stat.isFile() && entry.endsWith('.md')) { + files.push(fullPath); + } + } + + return files; +} + +/** + * Determine which folder a file belongs to based on its path + */ +function getFolderType(filePath: string): string { + const relativePath = path.relative(KNOWLEDGE_DIR, filePath); + const parts = relativePath.split(path.sep); + + // If file is directly in knowledge folder (no subfolder) + if (parts.length === 1) { + return 'root'; + } + + // Return the first folder name + return parts[0]; +} + +/** + * Build a complete index of the knowledge base + * Scans all notes recursively and extracts searchable fields using folder-based parsing + */ +export function buildKnowledgeIndex(): KnowledgeIndex { + const index: KnowledgeIndex = { + people: [], + organizations: [], + projects: [], + topics: [], + other: [], + buildTime: new Date().toISOString(), + }; + + // Scan entire knowledge directory recursively + const allFiles = scanDirectoryRecursive(KNOWLEDGE_DIR); + + for (const filePath of allFiles) { + try { + const content = fs.readFileSync(filePath, 'utf-8'); + const folderType = getFolderType(filePath); + + // Use folder-based parsing + switch (folderType) { + case 'People': + index.people.push(parsePersonNote(filePath, content)); + break; + case 'Organizations': + index.organizations.push(parseOrganizationNote(filePath, content)); + break; + case 'Projects': + index.projects.push(parseProjectNote(filePath, content)); + break; + case 'Topics': + index.topics.push(parseTopicNote(filePath, content)); + break; + default: + // Generic parsing for non-standard folders + index.other.push(parseOtherNote(filePath, content)); + break; + } + } catch (error) { + console.error(`Error parsing note ${filePath}:`, error); + } + } + + return index; +} + +/** + * Format the index as a string for inclusion in agent prompts + */ +export function formatIndexForPrompt(index: KnowledgeIndex): string { + let output = '# Existing Knowledge Base Index\n\n'; + output += `Built at: ${index.buildTime}\n\n`; + + // People + output += '## People\n\n'; + if (index.people.length === 0) { + output += '_No people notes yet_\n\n'; + } else { + output += '| File | Name | Email | Organization | Aliases |\n'; + output += '|------|------|-------|--------------|--------|\n'; + for (const person of index.people) { + const aliases = person.aliases.length > 0 ? person.aliases.join(', ') : '-'; + output += `| ${person.file} | ${person.name} | ${person.email || '-'} | ${person.organization || '-'} | ${aliases} |\n`; + } + output += '\n'; + } + + // Organizations + output += '## Organizations\n\n'; + if (index.organizations.length === 0) { + output += '_No organization notes yet_\n\n'; + } else { + output += '| File | Name | Domain | Aliases |\n'; + output += '|------|------|--------|--------|\n'; + for (const org of index.organizations) { + const aliases = org.aliases.length > 0 ? org.aliases.join(', ') : '-'; + output += `| ${org.file} | ${org.name} | ${org.domain || '-'} | ${aliases} |\n`; + } + output += '\n'; + } + + // Projects + output += '## Projects\n\n'; + if (index.projects.length === 0) { + output += '_No project notes yet_\n\n'; + } else { + output += '| File | Name | Status | Aliases |\n'; + output += '|------|------|--------|--------|\n'; + for (const project of index.projects) { + const aliases = project.aliases.length > 0 ? project.aliases.join(', ') : '-'; + output += `| ${project.file} | ${project.name} | ${project.status || '-'} | ${aliases} |\n`; + } + output += '\n'; + } + + // Topics + output += '## Topics\n\n'; + if (index.topics.length === 0) { + output += '_No topic notes yet_\n\n'; + } else { + output += '| File | Name | Keywords | Aliases |\n'; + output += '|------|------|----------|--------|\n'; + for (const topic of index.topics) { + const keywords = topic.keywords.length > 0 ? topic.keywords.join(', ') : '-'; + const aliases = topic.aliases.length > 0 ? topic.aliases.join(', ') : '-'; + output += `| ${topic.file} | ${topic.name} | ${keywords} | ${aliases} |\n`; + } + output += '\n'; + } + + // Other (non-standard folders) + if (index.other.length > 0) { + output += '## Other Notes\n\n'; + output += '| File | Name | Folder | Aliases |\n'; + output += '|------|------|--------|--------|\n'; + for (const note of index.other) { + const aliases = note.aliases.length > 0 ? note.aliases.join(', ') : '-'; + output += `| ${note.file} | ${note.name} | ${note.folder} | ${aliases} |\n`; + } + output += '\n'; + } + + return output; +} diff --git a/apps/x/packages/core/src/knowledge/note_creation.md b/apps/x/packages/core/src/knowledge/note_creation_high.md similarity index 95% rename from apps/x/packages/core/src/knowledge/note_creation.md rename to apps/x/packages/core/src/knowledge/note_creation_high.md index 16770871..3cf10de6 100644 --- a/apps/x/packages/core/src/knowledge/note_creation.md +++ b/apps/x/packages/core/src/knowledge/note_creation_high.md @@ -49,16 +49,31 @@ You have full read access to the existing knowledge directory. Use this extensiv - name: e.g., "Arj" - email: e.g., "arj@rowboat.com" - domain: e.g., "rowboat.com" +4. **knowledge_index**: A pre-built index of all existing notes (provided in the message) + +# Knowledge Base Index + +**IMPORTANT:** You will receive a pre-built index of all existing notes at the start of each request. This index contains: +- All people notes with their names, emails, aliases, and organizations +- All organization notes with their names, domains, and aliases +- All project notes with their names and statuses +- All topic notes with their names and keywords + +**USE THE INDEX for entity resolution instead of grep/search commands.** This is much faster. + +When you need to: +- Check if a person exists → Look up by name/email/alias in the index +- Find an organization → Look up by name/domain in the index +- Resolve "David" to a full name → Check index for people with that name/alias + organization context + +**Only use `cat` to read full note content** when you need details not in the index (e.g., existing activity logs, open items). # Tools Available You have access to `executeCommand` to run shell commands: ``` executeCommand("ls {path}") # List directory contents -executeCommand("cat {path}") # Read file contents -executeCommand("grep -r '{pattern}' {path}") # Search across files -executeCommand("grep -r -l '{pattern}' {path}") # List files containing pattern -executeCommand("grep -r -i '{pattern}' {path}") # Case-insensitive search +executeCommand("cat {path}") # Read file contents executeCommand("head -50 {path}") # Read first 50 lines executeCommand("write {path} {content}") # Create or overwrite file ``` @@ -66,9 +81,10 @@ executeCommand("write {path} {content}") # Create or overwrite file **Important:** Use shell escaping for paths with spaces: ``` executeCommand("cat 'knowledge_folder/People/Sarah Chen.md'") -executeCommand("grep -r 'David' 'knowledge_folder/People/'") ``` +**NOTE:** Do NOT use grep to search for entities. Use the provided knowledge_index instead. + # Output Either: @@ -259,68 +275,44 @@ Variants found: --- -# Step 3: Search for Existing Notes +# Step 3: Look Up Existing Notes in Index -For each variant identified, search the notes folder thoroughly. +**Use the provided knowledge_index to find existing notes. Do NOT use grep commands.** -## 3a: Search by People -```bash -# Search by full name -executeCommand("grep -r -i -l 'Sarah Chen' '{knowledge_folder}/'") +## 3a: Look Up People -# Search by first name in People folder -executeCommand("grep -r -i -l 'Sarah' '{knowledge_folder}/People/'") +For each person variant (name, email, alias), check the index: -# Search by email -executeCommand("grep -r -i -l 'sarah@acme.com' '{knowledge_folder}/'") - -# Search by email domain (finds all people from same company) -executeCommand("grep -r -i -l '@acme.com' '{knowledge_folder}/'") - -# Search Aliases fields -executeCommand("grep -r -i 'Aliases.*Sarah' '{knowledge_folder}/People/'") +``` +From index, find matches for: +- "Sarah Chen" → Check People table for matching name +- "Sarah" → Check People table for matching name or alias +- "sarah@acme.com" → Check People table for matching email +- "@acme.com" → Check People table for matching organization or check Organizations for domain ``` -## 3b: Search by Organizations -```bash -# List all organization notes -executeCommand("ls '{knowledge_folder}/Organizations/'") +## 3b: Look Up Organizations -# Search for organization name -executeCommand("grep -r -i -l 'Acme' '{knowledge_folder}/Organizations/'") - -# Search by domain -executeCommand("grep -r -i 'Domain.*acme.com' '{knowledge_folder}/Organizations/'") - -# Search Aliases -executeCommand("grep -r -i 'Aliases.*Acme' '{knowledge_folder}/Organizations/'") +``` +From index, find matches for: +- "Acme Corp" → Check Organizations table for matching name +- "Acme" → Check Organizations table for matching name or alias +- "acme.com" → Check Organizations table for matching domain ``` -## 3c: Search by Projects and Topics -```bash -# List all projects -executeCommand("ls '{knowledge_folder}/Projects/'") +## 3c: Look Up Projects and Topics -# Search for project references -executeCommand("grep -r -i 'pilot' '{knowledge_folder}/Projects/'") -executeCommand("grep -r -i 'integration' '{knowledge_folder}/Projects/'") - -# Search for projects involving the organization -executeCommand("grep -r -i 'Acme' '{knowledge_folder}/Projects/'") - -# List and search topics -executeCommand("ls '{knowledge_folder}/Topics/'") -executeCommand("grep -r -i 'SOC 2' '{knowledge_folder}/Topics/'") +``` +From index, find matches for: +- "the pilot" → Check Projects table for related names +- "SOC 2" → Check Topics table for matching keywords ``` -## 3d: Read Candidate Notes +## 3d: Read Full Notes When Needed -For every note file found in searches, read it to understand context: +Only read the full note content when you need details not in the index (e.g., activity logs, open items): ```bash executeCommand("cat '{knowledge_folder}/People/Sarah Chen.md'") -executeCommand("cat '{knowledge_folder}/People/David Kim.md'") -executeCommand("cat '{knowledge_folder}/Organizations/Acme Corp.md'") -executeCommand("cat '{knowledge_folder}/Projects/Acme Integration.md'") ``` **Why read these notes:** diff --git a/apps/x/packages/core/src/knowledge/note_creation_low.md b/apps/x/packages/core/src/knowledge/note_creation_low.md new file mode 100644 index 00000000..bb5abfcc --- /dev/null +++ b/apps/x/packages/core/src/knowledge/note_creation_low.md @@ -0,0 +1,788 @@ +--- +model: gpt-5.2 +tools: + workspace-writeFile: + type: builtin + name: workspace-writeFile + workspace-readFile: + type: builtin + name: workspace-readFile + workspace-readdir: + type: builtin + name: workspace-readdir + workspace-mkdir: + type: builtin + name: workspace-mkdir + executeCommand: + type: builtin + name: executeCommand +--- +# Task + +You are a memory agent. Given a single source file (email or meeting transcript), you will: + +1. **Determine source type (meeting or email)** +2. **Evaluate if the source is worth processing** +3. **Search for all existing related notes** +4. **Resolve entities to canonical names** +5. Identify new entities worth tracking +6. Extract structured information (decisions, commitments, key facts) +7. **Detect state changes (status updates, resolved items, role changes)** +8. Create new notes or update existing notes +9. **Apply state changes to existing notes** + +The core rule: **Capture broadly. Both meetings and emails create notes for most external contacts.** + +You have full read access to the existing knowledge directory. Use this extensively to: +- Find existing notes for people, organizations, projects mentioned +- Resolve ambiguous names (find existing note for "David") +- Understand existing relationships before updating +- Avoid creating duplicate notes +- Maintain consistency with existing content +- **Detect when new information changes the state of existing notes** + +# Inputs + +1. **source_file**: Path to a single file to process (email or meeting transcript) +2. **knowledge_folder**: Path to Obsidian vault (read/write access) +3. **user**: Information about the owner of this memory + - name: e.g., "Arj" + - email: e.g., "arj@rowboat.com" + - domain: e.g., "rowboat.com" +4. **knowledge_index**: A pre-built index of all existing notes (provided in the message) + +# Knowledge Base Index + +**IMPORTANT:** You will receive a pre-built index of all existing notes at the start of each request. This index contains: +- All people notes with their names, emails, aliases, and organizations +- All organization notes with their names, domains, and aliases +- All project notes with their names and statuses +- All topic notes with their names and keywords + +**USE THE INDEX for entity resolution instead of grep/search commands.** This is much faster. + +When you need to: +- Check if a person exists → Look up by name/email/alias in the index +- Find an organization → Look up by name/domain in the index +- Resolve "David" to a full name → Check index for people with that name/alias + organization context + +**Only use `cat` to read full note content** when you need details not in the index (e.g., existing activity logs, open items). + +# Tools Available + +You have access to `executeCommand` to run shell commands: +``` +executeCommand("ls {path}") # List directory contents +executeCommand("cat {path}") # Read file contents +executeCommand("head -50 {path}") # Read first 50 lines +executeCommand("write {path} {content}") # Create or overwrite file +``` + +**Important:** Use shell escaping for paths with spaces: +``` +executeCommand("cat 'knowledge_folder/People/Sarah Chen.md'") +``` + +**NOTE:** Do NOT use grep to search for entities. Use the provided knowledge_index instead. + +# Output + +Either: +- **SKIP** with reason, if source should be ignored +- Updated or new markdown files in notes_folder + +--- + +# The Core Rule: Low Strictness - Capture Broadly + +**LOW STRICTNESS MODE** + +This mode prioritizes comprehensive capture over selectivity. The goal is to never miss a potentially important contact. + +**Meetings create notes for:** +- All external attendees (anyone not @user.domain) + +**Emails create notes for:** +- Any personalized email from an identifiable sender +- Anyone who reaches out directly +- Any external contact who communicates with you + +**Only skip:** +- Obvious automated/system emails (no human sender) +- Mass newsletters with unsubscribe links +- Truly anonymous or unidentifiable senders + +**Philosophy:** It's better to have a note you don't need than to miss tracking someone important. + +--- + +# Step 0: Determine Source Type + +Read the source file and determine if it's a meeting or email. +``` +executeCommand("cat '{source_file}'") +``` + +**Meeting indicators:** +- Has `Attendees:` field +- Has `Meeting:` title +- Transcript format with speaker labels +- Calendar event metadata + +**Email indicators:** +- Has `From:` and `To:` fields +- Has `Subject:` field +- Email signature + +**Set processing mode:** +- `source_type = "meeting"` → Create notes for all external attendees +- `source_type = "email"` → Create notes for sender if identifiable human + +--- + +# Step 1: Source Filtering (Minimal) + +## Skip Only These Sources + +### Mass Newsletters + +**Indicators (must have MULTIPLE of these):** +- Unsubscribe link in body or footer +- From a marketing address (noreply@, newsletter@, marketing@) +- Sent to multiple recipients or undisclosed-recipients +- Sent via marketing platforms (via sendgrid, via mailchimp, etc.) + +**Action:** SKIP with reason "Mass newsletter" + +### Purely Automated (No Human Sender) + +**Indicators:** +- From automated systems with no human behind them (alerts@, notifications@) +- Password resets, login alerts +- System notifications (GitHub automated, CI/CD alerts) +- Receipt confirmations with no human contact info + +**Action:** SKIP with reason "Automated system message" + +### Truly Low-Signal + +**Indicators (must be clearly content-free):** +- Body is ONLY "Thanks!", "Got it", "OK" with nothing else +- Auto-replies ("I'm out of office") with no human context + +**Action:** SKIP with reason "No substantive content" + +## Process Everything Else + +**Important:** When in doubt, PROCESS. In low strictness mode, we err on the side of capturing more. + +If skipping: +``` +SKIP +Reason: {reason} +``` + +If processing, continue to Step 2. + +--- + +# Step 2: Read and Parse Source File +``` +executeCommand("cat '{source_file}'") +``` + +Extract metadata: + +**For meetings:** +- **Date:** From header or filename +- **Title:** Meeting name +- **Attendees:** List of participants +- **Duration:** If available + +**For emails:** +- **Date:** From `Date:` header +- **Subject:** From `Subject:` header +- **From:** Sender email/name +- **To/Cc:** Recipients + +## 2a: Exclude Self + +Never create or update notes for: +- The user (matches user.name, user.email, or @user.domain) +- Anyone @{user.domain} (colleagues at user's company) + +Filter these out from attendees/participants before proceeding. + +## 2b: Extract All Name Variants + +From the source, collect every way entities are referenced: + +**People variants:** +- Full names: "Sarah Chen" +- First names only: "Sarah" +- Last names only: "Chen" +- Initials: "S. Chen" +- Email addresses: "sarah@acme.com" +- Roles/titles: "their CTO", "the VP of Engineering" + +**Organization variants:** +- Full names: "Acme Corporation" +- Short names: "Acme" +- Abbreviations: "AC" +- Email domains: "@acme.com" + +**Project variants:** +- Explicit names: "Project Atlas" +- Descriptive references: "the integration", "the pilot", "the deal" + +Create a list of all variants found. + +--- + +# Step 3: Look Up Existing Notes in Index + +**Use the provided knowledge_index to find existing notes. Do NOT use grep commands.** + +## 3a: Look Up People + +For each person variant (name, email, alias), check the index: + +``` +From index, find matches for: +- "Sarah Chen" → Check People table for matching name +- "Sarah" → Check People table for matching name or alias +- "sarah@acme.com" → Check People table for matching email +- "@acme.com" → Check People table for matching organization or check Organizations for domain +``` + +## 3b: Look Up Organizations + +``` +From index, find matches for: +- "Acme Corp" → Check Organizations table for matching name +- "Acme" → Check Organizations table for matching name or alias +- "acme.com" → Check Organizations table for matching domain +``` + +## 3c: Look Up Projects and Topics + +``` +From index, find matches for: +- "the pilot" → Check Projects table for related names +- "SOC 2" → Check Topics table for matching keywords +``` + +## 3d: Read Full Notes When Needed + +Only read the full note content when you need details not in the index (e.g., activity logs, open items): +```bash +executeCommand("cat '{knowledge_folder}/People/Sarah Chen.md'") +``` + +**Why read these notes:** +- Find canonical names (David → David Kim) +- Check Aliases fields for known variants +- Understand existing relationships +- See organization context for disambiguation +- Check what's already captured (avoid duplicates) +- Review open items (some might be resolved) +- **Check current status fields (might need updating)** +- **Check current roles (might have changed)** + +## 3e: Matching Criteria + +Use these criteria to determine if a variant matches an existing note: + +**People matching:** + +| Source has | Note has | Match if | +|------------|----------|----------| +| First name "Sarah" | Full name "Sarah Chen" | Same organization context | +| Email "sarah@acme.com" | Email field | Exact match | +| Email domain "@acme.com" | Organization "Acme Corp" | Domain matches org | +| Role "VP Engineering" | Role field | Same org + same role | +| First name + company context | Full name + Organization | Company matches | +| Any variant | Aliases field | Listed in aliases | + +**Organization matching:** + +| Source has | Note has | Match if | +|------------|----------|----------| +| "Acme" | "Acme Corp" | Substring match | +| "Acme Corporation" | "Acme Corp" | Same root name | +| "@acme.com" | Domain field | Domain matches | +| Any variant | Aliases field | Listed in aliases | + +**Project matching:** + +| Source has | Note has | Match if | +|------------|----------|----------| +| "the pilot" | "Acme Pilot" | Same org context in source | +| "integration project" | "Acme Integration" | Same org + similar type | +| "Series A" | "Series A Fundraise" | Unique identifier match | + +--- + +# Step 4: Resolve Entities to Canonical Names + +Using the search results from Step 3, resolve each variant to a canonical name. + +## 4a: Build Resolution Map + +Create a mapping from every source reference to its canonical form. + +## 4b: Apply Source Type Rules (Low Strictness) + +**If source_type == "meeting":** +- Resolved entities → Update existing notes +- New entities → Create new notes for ALL external attendees + +**If source_type == "email" (LOW STRICTNESS):** +- Resolved entities → Update existing notes +- New entities → Create notes for the sender and any mentioned contacts + +## 4c: Disambiguation Rules + +When multiple candidates match a variant, disambiguate by: +1. Email match (definitive) +2. Organization context (strong signal) +3. Role match +4. Recency (tiebreaker) + +## 4d: Resolution Map Output + +Final resolution map before proceeding: +``` +RESOLVED (use canonical name with absolute path): +- "Sarah", "Sarah Chen", "sarah@acme.com" → [[People/Sarah Chen]] + +NEW ENTITIES (create notes): +- "Jennifer" (CTO, Acme Corp) → Create [[People/Jennifer]] + +AMBIGUOUS (create with disambiguation note): +- "Mike" (no context) → Create [[People/Mike]] with note about ambiguity +``` + +--- + +# Step 5: Identify New Entities (Low Strictness - Capture Broadly) + +For entities not resolved to existing notes, create notes for most of them. + +## People + +### Who Gets a Note (Low Strictness) + +**CREATE a note for:** +- ALL external meeting attendees (not @user.domain) +- ALL email senders with identifiable names/emails +- Anyone CC'd on emails who seems relevant +- Anyone mentioned by name in conversations +- Cold outreach senders (even if unsolicited) +- Sales reps, recruiters, service providers +- Anyone who might be useful to remember later + +**DO NOT create notes for:** +- Internal colleagues (@user.domain) +- Truly anonymous/unidentifiable senders +- System-generated sender names with no human behind them + +### The Low Strictness Test + +Ask: Could this person ever be useful to remember? + +- Sarah Chen, VP Engineering → **Yes, create note** +- James from HSBC → **Yes, create note** (might need banking help again) +- Random recruiter → **Yes, create note** (might want to contact later) +- Cold sales person → **Yes, create note** (might be relevant someday) +- Support rep → **Yes, create note** (might need them again) + +### Role Inference + +If role is not explicitly stated, infer from context. Write "Unknown" only if truly impossible to infer anything. + +### Relationship Type Guide (Low Strictness) + +| Relationship Type | Create People Notes? | Create Org Note? | +|-------------------|----------------------|------------------| +| Customer | Yes — all contacts | Yes | +| Prospect | Yes — all contacts | Yes | +| Investor | Yes | Yes | +| Partner | Yes — all contacts | Yes | +| Vendor | Yes — all contacts | Yes | +| Bank/Financial | Yes | Yes | +| Candidate | Yes | No | +| Recruiter | Yes | Optional | +| Service provider | Yes | Optional | +| Cold outreach | Yes | Optional | +| Support interaction | Yes | Optional | + +## Organizations + +**CREATE a note if:** +- Anyone from that org is mentioned or contacted you +- The org is mentioned in any context + +**Only skip:** +- Organizations you genuinely can't identify + +## Projects + +**CREATE a note if:** +- Discussed in meeting or email +- Any indication of ongoing work or collaboration + +## Topics + +**CREATE a note if:** +- Mentioned more than once +- Seems like a recurring theme + +--- + +# Step 6: Extract Content + +For each entity that has or will have a note, extract relevant content. + +## Decisions + +Extract what was decided, when, by whom, and why. + +## Commitments + +Extract who committed to what, and any deadlines. + +## Key Facts + +Key facts should be **substantive information** — not commentary about missing data. + +**Extract if:** +- Specific numbers, dates, or metrics +- Preferences or working style +- Background information +- Authority or decision process +- Concerns or constraints +- What they're working on or interested in + +**Never include:** +- Meta-commentary about missing data +- Obvious facts already in Info section +- Placeholder text + +**If there are no substantive key facts, leave the section empty.** + +## Open Items + +**Include:** +- Commitments made +- Requests received +- Next steps discussed +- Follow-ups agreed + +**Never include:** +- Data gaps or research tasks +- Wishes or hypotheticals + +## Summary + +The summary should answer: **"Who is this person and why do I know them?"** + +Write 2-3 sentences covering their role/function, context of the relationship, and what you're discussing. + +## Activity Summary + +One line summarizing this source's relevance to the entity: +``` +**{YYYY-MM-DD}** ({meeting|email}): {Summary with [[links]]} +``` + +--- + +# Step 7: Detect State Changes + +Review the extracted content for signals that existing note fields should be updated. + +## 7a: Project Status Changes + +Look for signals like "approved", "on hold", "cancelled", "completed", etc. + +## 7b: Open Item Resolution + +Look for signals that tracked items are now complete. + +## 7c: Role/Title Changes + +Look for new titles in signatures or explicit announcements. + +## 7d: Organization/Relationship Changes + +Look for company changes, partnership announcements, etc. + +## 7e: Build State Change List + +Compile all detected state changes before writing. + +--- + +# Step 8: Check for Duplicates and Conflicts + +Before writing: +- Check if already processed this source +- Skip duplicate key facts +- Handle conflicting information by noting both versions + +--- + +# Step 9: Write Updates + +## 9a: Create and Update Notes + +**For new entities:** +```bash +executeCommand("write '{knowledge_folder}/People/Jennifer.md' '{content}'") +``` + +**For existing entities:** +- Read current content first +- Add activity entry at TOP (reverse chronological) +- Update "Last seen" date +- Add new key facts (skip duplicates) +- Add new open items + +## 9b: Apply State Changes + +Update all fields identified in Step 7. + +## 9c: Update Aliases + +Add newly discovered name variants to Aliases field. + +## 9d: Writing Rules + +- **Always use absolute paths** with format `[[Folder/Name]]` for all links +- Use YYYY-MM-DD format for dates +- Be concise: one line per activity entry +- Escape quotes properly in shell commands + +--- + +# Step 10: Ensure Bidirectional Links + +After writing, verify links go both ways. + +## Absolute Link Format + +**IMPORTANT:** Always use absolute links: +```markdown +[[People/Sarah Chen]] +[[Organizations/Acme Corp]] +[[Projects/Acme Integration]] +[[Topics/Security Compliance]] +``` + +## Bidirectional Link Rules + +| If you add... | Then also add... | +|---------------|------------------| +| Person → Organization | Organization → Person | +| Person → Project | Project → Person | +| Project → Organization | Organization → Project | +| Project → Topic | Topic → Project | +| Person → Person | Person → Person (reverse) | + +--- + +# Note Templates + +## People +```markdown +# {Full Name} + +## Info +**Role:** {role, inferred role, or Unknown} +**Organization:** [[Organizations/{organization}]] or leave blank +**Email:** {email or leave blank} +**Aliases:** {comma-separated: first name, nicknames, email} +**First met:** {YYYY-MM-DD} +**Last seen:** {YYYY-MM-DD} + +## Summary +{2-3 sentences: Who they are, why you know them.} + +## Connected to +- [[Organizations/{Organization}]] — works at +- [[People/{Person}]] — {relationship} +- [[Projects/{Project}]] — {role} + +## Activity +- **{YYYY-MM-DD}** ({meeting|email}): {Summary with [[Folder/Name]] links} + +## Key facts +{Substantive facts only. Leave empty if none.} + +## Open items +{Commitments and next steps only. Leave empty if none.} +``` + +## Organizations +```markdown +# {Organization Name} + +## Info +**Type:** {company|team|institution|other} +**Industry:** {industry or leave blank} +**Relationship:** {customer|prospect|partner|competitor|vendor|other} +**Domain:** {primary email domain} +**Aliases:** {short names, abbreviations} +**First met:** {YYYY-MM-DD} +**Last seen:** {YYYY-MM-DD} + +## Summary +{2-3 sentences: What this org is, what your relationship is.} + +## People +- [[People/{Person}]] — {role} + +## Contacts +{For contacts who have their own notes} + +## Projects +- [[Projects/{Project}]] — {relationship} + +## Activity +- **{YYYY-MM-DD}** ({meeting|email}): {Summary} + +## Key facts +{Substantive facts only. Leave empty if none.} + +## Open items +{Commitments and next steps only. Leave empty if none.} +``` + +## Projects +```markdown +# {Project Name} + +## Info +**Type:** {deal|product|initiative|hiring|other} +**Status:** {active|planning|on hold|completed|cancelled} +**Started:** {YYYY-MM-DD or leave blank} +**Last activity:** {YYYY-MM-DD} + +## Summary +{2-3 sentences: What this project is, goal, current state.} + +## People +- [[People/{Person}]] — {role} + +## Organizations +- [[Organizations/{Org}]] — {relationship} + +## Related +- [[Topics/{Topic}]] — {relationship} + +## Timeline +**{YYYY-MM-DD}** ({meeting|email}) +{What happened.} + +## Decisions +- **{YYYY-MM-DD}**: {Decision} + +## Open items +{Commitments and next steps only.} + +## Key facts +{Substantive facts only.} +``` + +## Topics +```markdown +# {Topic Name} + +## About +{1-2 sentences: What this topic covers.} + +**Keywords:** {comma-separated} +**Aliases:** {other references} +**First mentioned:** {YYYY-MM-DD} +**Last mentioned:** {YYYY-MM-DD} + +## Related +- [[People/{Person}]] — {relationship} +- [[Organizations/{Org}]] — {relationship} +- [[Projects/{Project}]] — {relationship} + +## Log +**{YYYY-MM-DD}** ({meeting|email}: {title}) +{Summary} + +## Decisions +- **{YYYY-MM-DD}**: {Decision} + +## Open items +{Commitments and next steps only.} + +## Key facts +{Substantive facts only.} +``` + +--- + +# Summary: Low Strictness Rules + +| Source Type | Creates Notes? | Updates Notes? | Detects State Changes? | +|-------------|---------------|----------------|------------------------| +| Meeting | Yes — ALL external attendees | Yes | Yes | +| Email (any human sender) | Yes | Yes | Yes | +| Email (automated/newsletter) | No (SKIP) | No | No | + +**Philosophy:** Capture broadly, filter later if needed. + +--- + +# Error Handling + +1. **Missing data:** Leave blank or write "Unknown" +2. **Ambiguous names:** Create note with disambiguation note +3. **Conflicting info:** Note both versions +4. **grep returns nothing:** Create new notes +5. **State change unclear:** Log in activity but don't change the field +6. **Note file malformed:** Log warning, attempt partial update +7. **Shell command fails:** Log error, continue + +--- + +# Quality Checklist + +Before completing, verify: + +**Source Type:** +- [ ] Correctly identified as meeting or email +- [ ] Applied low strictness rules (capture broadly) + +**Resolution:** +- [ ] Extracted all name variants +- [ ] Searched existing notes +- [ ] Built resolution map +- [ ] Used absolute paths `[[Folder/Name]]` + +**Filtering:** +- [ ] Excluded only self and @user.domain +- [ ] Created notes for all external contacts +- [ ] Only skipped obvious automated/newsletters + +**Content Quality:** +- [ ] Summaries describe relationship +- [ ] Roles inferred where possible +- [ ] Key facts are substantive +- [ ] Open items are commitments/next steps + +**State Changes:** +- [ ] Detected and applied state changes +- [ ] Logged changes in activity + +**Structure:** +- [ ] All links use `[[Folder/Name]]` format +- [ ] Activity entries reverse chronological +- [ ] Dates are YYYY-MM-DD +- [ ] Bidirectional links consistent diff --git a/apps/x/packages/core/src/knowledge/note_creation_medium.md b/apps/x/packages/core/src/knowledge/note_creation_medium.md new file mode 100644 index 00000000..da7bbdf5 --- /dev/null +++ b/apps/x/packages/core/src/knowledge/note_creation_medium.md @@ -0,0 +1,1046 @@ +--- +model: gpt-5.2 +tools: + workspace-writeFile: + type: builtin + name: workspace-writeFile + workspace-readFile: + type: builtin + name: workspace-readFile + workspace-readdir: + type: builtin + name: workspace-readdir + workspace-mkdir: + type: builtin + name: workspace-mkdir + executeCommand: + type: builtin + name: executeCommand +--- +# Task + +You are a memory agent. Given a single source file (email or meeting transcript), you will: + +1. **Determine source type (meeting or email)** +2. **Evaluate if the source is worth processing** +3. **Search for all existing related notes** +4. **Resolve entities to canonical names** +5. Identify new entities worth tracking +6. Extract structured information (decisions, commitments, key facts) +7. **Detect state changes (status updates, resolved items, role changes)** +8. Create new notes or update existing notes +9. **Apply state changes to existing notes** + +The core rule: **Both meetings and emails can create notes, but emails require personalized content.** + +You have full read access to the existing knowledge directory. Use this extensively to: +- Find existing notes for people, organizations, projects mentioned +- Resolve ambiguous names (find existing note for "David") +- Understand existing relationships before updating +- Avoid creating duplicate notes +- Maintain consistency with existing content +- **Detect when new information changes the state of existing notes** + +# Inputs + +1. **source_file**: Path to a single file to process (email or meeting transcript) +2. **knowledge_folder**: Path to Obsidian vault (read/write access) +3. **user**: Information about the owner of this memory + - name: e.g., "Arj" + - email: e.g., "arj@rowboat.com" + - domain: e.g., "rowboat.com" +4. **knowledge_index**: A pre-built index of all existing notes (provided in the message) + +# Knowledge Base Index + +**IMPORTANT:** You will receive a pre-built index of all existing notes at the start of each request. This index contains: +- All people notes with their names, emails, aliases, and organizations +- All organization notes with their names, domains, and aliases +- All project notes with their names and statuses +- All topic notes with their names and keywords + +**USE THE INDEX for entity resolution instead of grep/search commands.** This is much faster. + +When you need to: +- Check if a person exists → Look up by name/email/alias in the index +- Find an organization → Look up by name/domain in the index +- Resolve "David" to a full name → Check index for people with that name/alias + organization context + +**Only use `cat` to read full note content** when you need details not in the index (e.g., existing activity logs, open items). + +# Tools Available + +You have access to `executeCommand` to run shell commands: +``` +executeCommand("ls {path}") # List directory contents +executeCommand("cat {path}") # Read file contents +executeCommand("head -50 {path}") # Read first 50 lines +executeCommand("write {path} {content}") # Create or overwrite file +``` + +**Important:** Use shell escaping for paths with spaces: +``` +executeCommand("cat 'knowledge_folder/People/Sarah Chen.md'") +``` + +**NOTE:** Do NOT use grep to search for entities. Use the provided knowledge_index instead. + +# Output + +Either: +- **SKIP** with reason, if source should be ignored +- Updated or new markdown files in notes_folder + +--- + +# The Core Rule: Medium Strictness + +**MEDIUM STRICTNESS MODE** + +**Meetings create notes because:** +- You chose to spend time with these people +- If you met them, they matter enough to track +- Meeting transcripts have rich context + +**Emails can create notes if:** +- The email contains personalized content (not mass mail) +- The sender seems relevant to your work (business context, not consumer services) +- The email is part of a meaningful exchange (not one-off transactional) + +**Skip creating notes for:** +- Mass emails and newsletters +- Automated/transactional emails +- Consumer service providers (utilities, subscriptions, etc.) +- Cold sales outreach with no prior relationship indication + +--- + +# Step 0: Determine Source Type + +Read the source file and determine if it's a meeting or email. +``` +executeCommand("cat '{source_file}'") +``` + +**Meeting indicators:** +- Has `Attendees:` field +- Has `Meeting:` title +- Transcript format with speaker labels +- Calendar event metadata + +**Email indicators:** +- Has `From:` and `To:` fields +- Has `Subject:` field +- Email signature + +**Set processing mode:** +- `source_type = "meeting"` → Can create new notes +- `source_type = "email"` → Can create notes if personalized and relevant + +--- + +# Step 1: Source Filtering + +## Skip These Sources (Both Meetings and Emails) + +### Mass Emails and Newsletters + +**Indicators:** +- Sent to a list (To: contains multiple addresses, or undisclosed-recipients) +- Unsubscribe link in body or footer +- From a no-reply or marketing address (noreply@, newsletter@, marketing@, hello@) +- Generic greeting ("Hi there", "Dear subscriber", "Hello!") +- Promotional language ("Don't miss out", "Limited time", "% off") +- Mailing list headers (List-Unsubscribe, Mailing-List) +- Sent via marketing platforms (via sendgrid, via mailchimp, etc.) + +**Action:** SKIP with reason "Newsletter/mass email" + +### Automated/Transactional + +**Indicators:** +- From automated systems (notifications@, alerts@, no-reply@) +- Password resets, login alerts, shipping notifications +- Calendar invites without substance +- Receipts and invoices (unless from key vendor/customer) +- GitHub/Jira/Slack notifications + +**Action:** SKIP with reason "Automated/transactional" + +### Low-Signal + +**Indicators:** +- Very short with no substance ("Thanks!", "Sounds good", "Got it") +- Only contains forwarded message with no commentary +- Auto-replies ("I'm out of office") + +**Action:** SKIP with reason "Low signal" + +### Consumer Services (Medium strictness specific) + +**Indicators:** +- From consumer service companies (utilities, streaming, retail) +- Account management emails +- Subscription confirmations +- Delivery notifications + +**Action:** SKIP with reason "Consumer service" + +## Email-Specific Processing (Medium Strictness) + +For emails, evaluate if the content is personalized and business-relevant: + +**Create note if:** +- The email is personally addressed and substantive +- The sender appears to be from a business/organization relevant to your work +- The content discusses work, projects, opportunities, or professional topics +- It's a warm intro from anyone (not just existing contacts) +- It's a thoughtful cold outreach that's specific to your work + +**Do not create note if:** +- Clearly mass/templated email +- Consumer service interaction +- Generic sales pitch with no personalization + +## Filter Decision Output + +If skipping: +``` +SKIP +Reason: {reason} +``` + +If processing, continue to Step 2. + +--- + +# Step 2: Read and Parse Source File +``` +executeCommand("cat '{source_file}'") +``` + +Extract metadata: + +**For meetings:** +- **Date:** From header or filename +- **Title:** Meeting name +- **Attendees:** List of participants +- **Duration:** If available + +**For emails:** +- **Date:** From `Date:` header +- **Subject:** From `Subject:` header +- **From:** Sender email/name +- **To/Cc:** Recipients + +## 2a: Exclude Self + +Never create or update notes for: +- The user (matches user.name, user.email, or @user.domain) +- Anyone @{user.domain} (colleagues at user's company) + +Filter these out from attendees/participants before proceeding. + +## 2b: Extract All Name Variants + +From the source, collect every way entities are referenced: + +**People variants:** +- Full names: "Sarah Chen" +- First names only: "Sarah" +- Last names only: "Chen" +- Initials: "S. Chen" +- Email addresses: "sarah@acme.com" +- Roles/titles: "their CTO", "the VP of Engineering" +- Pronouns with clear antecedents: "she" (referring to Sarah in same paragraph) + +**Organization variants:** +- Full names: "Acme Corporation" +- Short names: "Acme" +- Abbreviations: "AC" +- Email domains: "@acme.com" +- References: "your company", "their team" + +**Project variants:** +- Explicit names: "Project Atlas" +- Descriptive references: "the integration", "the pilot", "the deal" +- Combined references: "Acme integration", "the Series A" + +Create a list of all variants found: +``` +Variants found: +- People: "Sarah Chen", "Sarah", "sarah@acme.com", "David", "their CTO" +- Organizations: "Acme Corp", "Acme", "@acme.com" +- Projects: "the pilot", "Q2 integration" +``` + +--- + +# Step 3: Look Up Existing Notes in Index + +**Use the provided knowledge_index to find existing notes. Do NOT use grep commands.** + +## 3a: Look Up People + +For each person variant (name, email, alias), check the index: + +``` +From index, find matches for: +- "Sarah Chen" → Check People table for matching name +- "Sarah" → Check People table for matching name or alias +- "sarah@acme.com" → Check People table for matching email +- "@acme.com" → Check People table for matching organization or check Organizations for domain +``` + +## 3b: Look Up Organizations + +``` +From index, find matches for: +- "Acme Corp" → Check Organizations table for matching name +- "Acme" → Check Organizations table for matching name or alias +- "acme.com" → Check Organizations table for matching domain +``` + +## 3c: Look Up Projects and Topics + +``` +From index, find matches for: +- "the pilot" → Check Projects table for related names +- "SOC 2" → Check Topics table for matching keywords +``` + +## 3d: Read Full Notes When Needed + +Only read the full note content when you need details not in the index (e.g., activity logs, open items): +```bash +executeCommand("cat '{knowledge_folder}/People/Sarah Chen.md'") +``` + +**Why read these notes:** +- Find canonical names (David → David Kim) +- Check Aliases fields for known variants +- Understand existing relationships +- See organization context for disambiguation +- Check what's already captured (avoid duplicates) +- Review open items (some might be resolved) +- **Check current status fields (might need updating)** +- **Check current roles (might have changed)** + +## 3e: Matching Criteria + +Use these criteria to determine if a variant matches an existing note: + +**People matching:** + +| Source has | Note has | Match if | +|------------|----------|----------| +| First name "Sarah" | Full name "Sarah Chen" | Same organization context | +| Email "sarah@acme.com" | Email field | Exact match | +| Email domain "@acme.com" | Organization "Acme Corp" | Domain matches org | +| Role "VP Engineering" | Role field | Same org + same role | +| First name + company context | Full name + Organization | Company matches | +| Any variant | Aliases field | Listed in aliases | + +**Organization matching:** + +| Source has | Note has | Match if | +|------------|----------|----------| +| "Acme" | "Acme Corp" | Substring match | +| "Acme Corporation" | "Acme Corp" | Same root name | +| "@acme.com" | Domain field | Domain matches | +| Any variant | Aliases field | Listed in aliases | + +**Project matching:** + +| Source has | Note has | Match if | +|------------|----------|----------| +| "the pilot" | "Acme Pilot" | Same org context in source | +| "integration project" | "Acme Integration" | Same org + similar type | +| "Series A" | "Series A Fundraise" | Unique identifier match | + +--- + +# Step 4: Resolve Entities to Canonical Names + +Using the search results from Step 3, resolve each variant to a canonical name. + +## 4a: Build Resolution Map + +Create a mapping from every source reference to its canonical form: +``` +Resolution Map: +- "Sarah Chen" → "Sarah Chen" (exact match found) +- "Sarah" → "Sarah Chen" (matched via Acme context) +- "sarah@acme.com" → "Sarah Chen" (email match in note) +- "David" → "David Kim" (matched via Acme context) +- "their CTO" → "Jennifer Lee" (role match at Acme) OR "Unknown CTO at Acme Corp" (if not found) +- "Acme" → "Acme Corp" (existing note) +- "Acme Corporation" → "Acme Corp" (alias match) +- "@acme.com" → "Acme Corp" (domain match) +- "the pilot" → "Acme Integration" (project with Acme) +- "the integration" → "Acme Integration" (same project) +``` + +## 4b: Apply Source Type Rules (Medium Strictness) + +**If source_type == "meeting":** +- Resolved entities → Update existing notes +- New entities that pass filters → Create new notes + +**If source_type == "email" (MEDIUM STRICTNESS):** +- Resolved entities → Update existing notes +- New entities → Create notes IF the email is personalized and business-relevant +- New entities from cold sales pitches without personalization → Skip + +## 4c: Disambiguation Rules + +When multiple candidates match a variant, disambiguate: + +**By organization (strongest signal):** +```bash +# "David" could be David Kim or David Chen +executeCommand("grep -i 'Acme' '{knowledge_folder}/People/David Kim.md'") +# Output: **Organization:** [[Acme Corp]] + +executeCommand("grep -i 'Acme' '{knowledge_folder}/People/David Chen.md'") +# Output: **Organization:** [[Other Corp]] + +# Source is from Acme context → "David" = "David Kim" +``` + +**By email (definitive):** +```bash +executeCommand("grep -i 'david@acme.com' '{knowledge_folder}/People/David Kim.md'") +# Exact email match is definitive +``` + +**By role:** +```bash +# Source mentions "their CTO" +executeCommand("grep -r -i 'Role.*CTO' '{knowledge_folder}/People/'") +# Filter results by organization context +``` + +**By recency (weakest signal):** +If still ambiguous, prefer the person with more recent activity in notes. + +**If still ambiguous:** +- Flag in resolution map: "David" → "David (ambiguous - could be David Kim or David Chen)" +- Will handle in Step 5 + +## 4d: Resolution Map Output + +Final resolution map before proceeding: +``` +RESOLVED (use canonical name with absolute path): +- "Sarah", "Sarah Chen", "sarah@acme.com" → [[People/Sarah Chen]] +- "David" → [[People/David Kim]] +- "Acme", "Acme Corp", "@acme.com" → [[Organizations/Acme Corp]] +- "the pilot", "the integration" → [[Projects/Acme Integration]] + +NEW ENTITIES (create notes if source passes filters): +- "Jennifer" (CTO, Acme Corp) → Create [[People/Jennifer]] or [[People/Jennifer (Acme Corp)]] +- "SOC 2" → Create [[Topics/Security Compliance]] + +AMBIGUOUS (flag or skip): +- "Mike" (no context) → Mention in activity only, don't create note + +SKIP (doesn't warrant note): +- "their assistant" → Transactional contact +``` + +--- + +# Step 5: Identify New Entities + +For entities not resolved to existing notes, determine if they warrant new notes. + +## People + +### Who Gets a Note (Medium Strictness) + +**CREATE a note for people who are:** +- External (not @user.domain) +- Attendees in meetings +- Email correspondents sending personalized, business-relevant content +- Decision makers or contacts at customers, prospects, or partners +- Investors or potential investors +- Candidates you are interviewing +- Advisors or mentors +- Key collaborators +- Introducers who connect you to valuable contacts +- Anyone reaching out with a specific, relevant opportunity + +**DO NOT create notes for:** +- Transactional service providers (bank employees, support reps) +- One-time administrative contacts +- Large group meeting attendees you didn't interact with +- Internal colleagues (@user.domain) +- Assistants handling only logistics +- Generic role-based contacts +- Consumer service representatives +- Generic cold sales outreach with no personalization + +### The Relevance Test (Medium Strictness) + +Ask: Is this person relevant to my professional work or goals? + +- Sarah Chen, VP Engineering evaluating your product → **Yes, create note** +- James from HSBC who set up your account → **No, skip** +- Investor reaching out about your company → **Yes, create note** +- Cold recruiter with a generic pitch → **No, skip** +- Someone reaching out about a specific opportunity → **Yes, create note** + +### Role Inference + +If role is not explicitly stated, infer from context: + +**From email signatures:** +- Often contains title + +**From meeting context:** +- Organizer of cross-company meeting → likely senior or partnerships +- Technical questions → likely engineering +- Pricing questions → likely procurement or finance +- Product feedback → likely product + +**From email patterns:** +- firstname@company.com → often founder or senior +- firstname.lastname@company.com → often larger company employee + +**From conversation content:** +- "I'll need to check with my team" → manager +- "Let me run this by leadership" → IC or mid-level +- "I can make that call" → decision maker + +**Format in note:** +```markdown +**Role:** Product Lead (inferred from evaluation discussions) +**Role:** Senior (inferred — organized cross-company meeting) +**Role:** Engineering (inferred — asked technical integration questions) +``` + +**Never write just "Unknown" if you can make a reasonable inference.** + +### Relationship Type Guide + +| Relationship Type | Create People Notes? | Create Org Note? | +|-------------------|----------------------|------------------| +| Customer (active deal) | Yes — key contacts | Yes | +| Customer (support ticket) | No | Maybe update existing | +| Prospect | Yes — decision makers | Yes | +| Investor | Yes | Yes | +| Strategic partner | Yes — key contacts | Yes | +| Vendor (strategic) | Yes — main contact only | Yes | +| Vendor (transactional) | No | Optional | +| Bank/Financial services | No | Yes (one note) | +| Candidate | Yes | No | +| Service provider (one-time) | No | No | +| Personalized outreach | Yes | Yes | +| Generic cold outreach | No | No | + +### Handling Non-Note-Worthy People + +For people who don't warrant their own note, add to Organization note's Contacts section: +```markdown +## Contacts +- James Wong — Relationship Manager, helped with account setup +- Sarah Lee — Support, handled wire transfer issue +``` + +## Organizations + +**CREATE a note if:** +- Someone from that org attended a meeting +- They're a customer, prospect, investor, or partner +- Someone from that org sent relevant personalized correspondence + +**DO NOT create for:** +- Tool/service providers mentioned in passing +- One-time transactional vendors +- Consumer service companies + +## Projects + +**CREATE a note if:** +- Discussed substantively in a meeting or email thread +- Has a goal and timeline +- Involves multiple interactions + +## Topics + +**CREATE a note if:** +- Recurring theme discussed +- Will come up again across conversations + +--- + +# Step 6: Extract Content + +For each entity that has or will have a note, extract relevant content. + +## Decisions + +**Indicators:** +- "We decided..." / "We agreed..." / "Let's go with..." +- "The plan is..." / "Going forward..." +- "Approved" / "Confirmed" / "Chose X over Y" + +**Extract:** What, when (source date), who, rationale. + +## Commitments + +**Indicators:** +- "I'll..." / "We'll..." / "Let me..." +- "Can you..." / "Please send..." +- "By Friday" / "Next week" / "Before the call" + +**Extract:** Owner, action, deadline, status (open). + +## Key Facts + +Key facts should be **substantive information about the entity** — not commentary about missing data. + +**Extract if:** +- Specific numbers (budget: $50K, team size: 12, timeline: Q2) +- Preferences or working style ("prefers async communication") +- Background information ("previously at Google") +- Authority or decision process ("needs CEO sign-off") +- Concerns or constraints ("security is top priority") +- What they're evaluating or interested in +- What was discussed or proposed +- Technical requirements or specifications + +**Never include:** +- Meta-commentary about missing data ("Name only provided", "Role not mentioned") +- Obvious facts ("Works at Acme" — that's in the Info section) +- Placeholder text ("Unknown", "TBD") +- Data quality observations ("Full name not in email") + +**If there are no substantive key facts, leave the section empty.** An empty section is better than filler. + +## Open Items + +Open items are **commitments and next steps from the conversation** — not tasks to fill in missing data. + +**Include:** +- Commitments made: "I'll send the documentation by Friday" +- Requests received: "Can you share pricing?" +- Next steps discussed: "Let's schedule a technical deep-dive" +- Follow-ups agreed: "Will loop in their CTO" + +**Format:** +```markdown +- [ ] {Action} — {owner if not you}, {due date if known} +``` + +**Never include:** +- Data gaps: "Find their full name", "Get their email", "Add role" +- Wishes: "Would be good to know their budget" +- Agent tasks: "Research their company" + +**If there are no actual commitments or next steps, leave the section empty.** + +## Summary + +The summary should answer: **"Who is this person and why do I know them?"** + +**Write 2-3 sentences covering:** +- Their role/function (even if inferred) +- The context of your relationship +- What you're discussing or working on together + +**Focus on the relationship, not the communication method.** + +## Activity Summary + +One line summarizing this source's relevance to the entity: +``` +**{YYYY-MM-DD}** ({meeting|email}): {Summary with [[links]]} +``` + +**Important:** Use canonical names with absolute paths from resolution map in all summaries: +``` +# Correct (uses absolute paths): +**2025-01-15** (meeting): [[People/Sarah Chen]] confirmed timeline with [[People/David Kim]]. Blocked on [[Topics/Security Compliance]]. + +# Incorrect (uses variants or relative links): +**2025-01-15** (meeting): Sarah confirmed timeline with David. Blocked on SOC 2. +``` + +--- + +# Step 7: Detect State Changes + +Review the extracted content for signals that existing note fields should be updated. + +## 7a: Project Status Changes + +**Look for these signals:** + +| Signal | New Status | +|--------|------------| +| "Moving forward" / "approved" / "signed" / "green light" | active | +| "On hold" / "pausing" / "delayed" / "pushed back" | on hold | +| "Cancelled" / "not proceeding" / "killed" / "passed" | cancelled | +| "Launched" / "completed" / "done" / "shipped" | completed | +| "Exploring" / "considering" / "evaluating" / "might" | planning | + +**Action:** If a related project note exists and the signal is clear, update the `**Status:**` field. + +**Be conservative:** Only update status when the signal is unambiguous. If unclear, add to activity log but don't change status. + +## 7b: Open Item Resolution + +**Look for signals that a previously tracked open item is now complete:** + +| Signal | Action | +|--------|--------| +| "Here's the [X] you requested" | Mark [X] complete | +| "I've sent the [X]" | Mark [X] complete | +| "The [X] is ready" | Mark [X] complete | +| "[X] is done" | Mark [X] complete | +| "Attached is the [X]" | Mark [X] complete | + +**How to match:** +1. Read existing open items from the note +2. Look for items that match what was delivered/completed +3. Change `- [ ]` to `- [x]` with completion date + +**Be conservative:** Only mark complete if there's a clear match. If unsure, add to activity log but don't mark complete. + +## 7c: Role/Title Changes + +**Look for signals:** +- New title in email signature +- "I've been promoted to..." +- "I'm now the..." +- "I've moved to the [X] team" +- Different role mentioned than what's in the note + +**Action:** Update the `**Role:**` field in person note. + +## 7d: Organization/Relationship Changes + +**Look for signals:** +- "I've joined [New Company]" +- "We're now a customer" / "We signed the contract" +- "We've partnered with..." +- "They acquired us" +- New email domain for known person + +**Action:** Update relevant fields. + +## 7e: Build State Change List + +Before writing, compile all detected state changes: +``` +STATE CHANGES: +- [[Projects/Acme Integration]]: Status planning → active (leadership approved) +- [[People/Sarah Chen]]: Role "Engineering Lead" → "VP Engineering" (signature) +- [[People/Sarah Chen]]: Open item "Send API documentation" → completed +- [[Organizations/Acme Corp]]: Relationship prospect → customer (contract signed) +``` + +--- + +# Step 8: Check for Duplicates and Conflicts + +Before writing, compare extracted content against existing notes. + +## Check Activity Log +```bash +executeCommand("grep '2025-01-15' '{knowledge_folder}/People/Sarah Chen.md'") +``` + +If an entry for this date/source already exists, this may have been processed. Skip or verify different interaction. + +## Check Key Facts + +Review key facts against existing. Skip duplicates. + +## Check Open Items + +Review open items for: +- Duplicates (don't add same item twice) +- Items that should be marked complete (from Step 7b) + +## Check for Conflicts + +If new info contradicts existing: +- Note both versions +- Add "(needs clarification)" +- Don't silently overwrite + +--- + +# Step 9: Write Updates + +## 9a: Create and Update Notes + +**For new entities (meetings and qualifying emails):** +```bash +executeCommand("write '{knowledge_folder}/People/Jennifer.md' '{content}'") +``` + +**For existing entities:** +- Read current content first +- Add activity entry at TOP of Activity section (reverse chronological) +- Update "Last seen" date +- Add new key facts (skip duplicates) +- Add new open items +- Add new decisions +- Add new relationships +- Update summary ONLY if significant new understanding +```bash +executeCommand("cat '{knowledge_folder}/People/Sarah Chen.md'") +# ... modify content ... +executeCommand("write '{knowledge_folder}/People/Sarah Chen.md' '{full_updated_content}'") +``` + +## 9b: Apply State Changes + +For each state change identified in Step 7, update the relevant fields. + +## 9c: Update Aliases + +If you discovered new name variants during resolution, add them to Aliases field. + +## 9d: Writing Rules + +- **Always use absolute paths** with format `[[Folder/Name]]` for all links +- Use YYYY-MM-DD format for dates +- Be concise: one line per activity entry +- Note state changes with `[Field → value]` in activity +- Escape quotes properly in shell commands + +--- + +# Step 10: Ensure Bidirectional Links + +After writing, verify links go both ways. + +## Absolute Link Format + +**IMPORTANT:** Always use absolute links with the folder path: +```markdown +[[People/Sarah Chen]] +[[Organizations/Acme Corp]] +[[Projects/Acme Integration]] +[[Topics/Security Compliance]] +``` + +## Bidirectional Link Rules + +| If you add... | Then also add... | +|---------------|------------------| +| Person → Organization | Organization → Person (in People section) | +| Person → Project | Project → Person (in People section) | +| Project → Organization | Organization → Project (in Projects section) | +| Project → Topic | Topic → Project (in Related section) | +| Person → Person | Person → Person (reverse link) | + +--- + +# Note Templates + +## People +```markdown +# {Full Name} + +## Info +**Role:** {role, or inferred role with qualifier, or leave blank if truly unknown} +**Organization:** [[Organizations/{organization}]] or leave blank +**Email:** {email or leave blank} +**Aliases:** {comma-separated: first name, nicknames, email} +**First met:** {YYYY-MM-DD} +**Last seen:** {YYYY-MM-DD} + +## Summary +{2-3 sentences: Who they are, why you know them, what you're working on together.} + +## Connected to +- [[Organizations/{Organization}]] — works at +- [[People/{Person}]] — {colleague, introduced by, reports to} +- [[Projects/{Project}]] — {role} + +## Activity +- **{YYYY-MM-DD}** ({meeting|email}): {Summary with [[Folder/Name]] links} + +## Key facts +{Substantive facts only. Leave empty if none.} + +## Open items +{Commitments and next steps only. Leave empty if none.} +``` + +## Organizations +```markdown +# {Organization Name} + +## Info +**Type:** {company|team|institution|other} +**Industry:** {industry or leave blank} +**Relationship:** {customer|prospect|partner|competitor|vendor|other} +**Domain:** {primary email domain} +**Aliases:** {comma-separated: short names, abbreviations} +**First met:** {YYYY-MM-DD} +**Last seen:** {YYYY-MM-DD} + +## Summary +{2-3 sentences: What this org is, what your relationship is.} + +## People +- [[People/{Person}]] — {role} + +## Contacts +{For transactional contacts who don't get their own notes} + +## Projects +- [[Projects/{Project}]] — {relationship} + +## Activity +- **{YYYY-MM-DD}** ({meeting|email}): {Summary with [[Folder/Name]] links} + +## Key facts +{Substantive facts only. Leave empty if none.} + +## Open items +{Commitments and next steps only. Leave empty if none.} +``` + +## Projects +```markdown +# {Project Name} + +## Info +**Type:** {deal|product|initiative|hiring|other} +**Status:** {active|planning|on hold|completed|cancelled} +**Started:** {YYYY-MM-DD or leave blank} +**Last activity:** {YYYY-MM-DD} + +## Summary +{2-3 sentences: What this project is, goal, current state.} + +## People +- [[People/{Person}]] — {role} + +## Organizations +- [[Organizations/{Org}]] — {customer|partner|etc.} + +## Related +- [[Topics/{Topic}]] — {relationship} +- [[Projects/{Project}]] — {relationship} + +## Timeline +**{YYYY-MM-DD}** ({meeting|email}) +{What happened.} + +## Decisions +- **{YYYY-MM-DD}**: {Decision}. {Rationale}. + +## Open items +{Commitments and next steps only. Leave empty if none.} + +## Key facts +{Substantive facts only. Leave empty if none.} +``` + +## Topics +```markdown +# {Topic Name} + +## About +{1-2 sentences: What this topic covers.} + +**Keywords:** {comma-separated} +**Aliases:** {other ways this topic is referenced} +**First mentioned:** {YYYY-MM-DD} +**Last mentioned:** {YYYY-MM-DD} + +## Related +- [[People/{Person}]] — {relationship} +- [[Organizations/{Org}]] — {relationship} +- [[Projects/{Project}]] — {relationship} + +## Log +**{YYYY-MM-DD}** ({meeting|email}: {title}) +{Summary with [[Folder/Name]] links} + +## Decisions +- **{YYYY-MM-DD}**: {Decision} + +## Open items +{Commitments and next steps only. Leave empty if none.} + +## Key facts +{Substantive facts only. Leave empty if none.} +``` + +--- + +# Summary: Medium Strictness Rules + +| Source Type | Creates Notes? | Updates Notes? | Detects State Changes? | +|-------------|---------------|----------------|------------------------| +| Meeting | Yes | Yes | Yes | +| Email (personalized, business-relevant) | Yes | Yes | Yes | +| Email (mass/automated/consumer) | No (SKIP) | No | No | +| Email (cold outreach with personalization) | Yes | Yes | Yes | +| Email (generic cold outreach) | No | No | No | + +--- + +# Error Handling + +1. **Missing data:** Leave blank rather than writing "Unknown" +2. **Ambiguous names:** Create note with "(possibly same as [[X]])" +3. **Conflicting info:** Note both versions, mark "needs clarification" +4. **grep returns nothing:** Apply qualifying rules and create if appropriate +5. **State change unclear:** Log in activity but don't change the field +6. **Note file malformed:** Log warning, attempt partial update, continue +7. **Shell command fails:** Log error, continue with what you have + +--- + +# Quality Checklist + +Before completing, verify: + +**Source Type:** +- [ ] Correctly identified as meeting or email +- [ ] Applied correct medium strictness rules + +**Resolution:** +- [ ] Extracted all name variants from source +- [ ] Searched notes including Aliases fields +- [ ] Built resolution map before writing +- [ ] Used absolute paths `[[Folder/Name]]` in ALL links + +**Filtering:** +- [ ] Excluded self (user.name, user.email, @user.domain) +- [ ] Applied relevance test to each person +- [ ] Transactional contacts in Org Contacts, not People notes +- [ ] Source correctly classified (process vs skip) + +**Content Quality:** +- [ ] Summaries describe relationship, not communication method +- [ ] Roles inferred where possible (with qualifier) +- [ ] Key facts are substantive (no filler) +- [ ] Open items are commitments/next steps only +- [ ] Empty sections left empty rather than filled with placeholders + +**State Changes:** +- [ ] Detected project status changes +- [ ] Marked completed open items with [x] +- [ ] Updated roles if changed +- [ ] Updated relationships if changed +- [ ] Logged all state changes in activity + +**Structure:** +- [ ] All entity mentions use `[[Folder/Name]]` absolute links +- [ ] Activity entries are reverse chronological +- [ ] No duplicate activity entries +- [ ] Dates are YYYY-MM-DD +- [ ] Bidirectional links are consistent +- [ ] New notes in correct folders diff --git a/apps/x/packages/core/src/models/repo.ts b/apps/x/packages/core/src/models/repo.ts index 4f703ae8..cc60937e 100644 --- a/apps/x/packages/core/src/models/repo.ts +++ b/apps/x/packages/core/src/models/repo.ts @@ -13,12 +13,12 @@ export interface IModelConfigRepo { const defaultConfig: z.infer = { providers: { - "openai": { - flavor: "openai", + "rowboat": { + flavor: "rowboat [free]", } }, defaults: { - provider: "openai", + provider: "rowboat", model: "gpt-5.1", } }; diff --git a/apps/x/packages/core/src/runs/repo.ts b/apps/x/packages/core/src/runs/repo.ts index b5431b58..0bfcac45 100644 --- a/apps/x/packages/core/src/runs/repo.ts +++ b/apps/x/packages/core/src/runs/repo.ts @@ -20,6 +20,8 @@ export class FSRunsRepo implements IRunsRepo { idGenerator: IMonotonicallyIncreasingIdGenerator; }) { this.idGenerator = idGenerator; + // ensure runs directory exists + fsp.mkdir(path.join(WorkDir, 'runs'), { recursive: true }); } async appendEvents(runId: string, events: z.infer[]): Promise { diff --git a/apps/x/pnpm-lock.yaml b/apps/x/pnpm-lock.yaml index a8607830..0bbbaa8d 100644 --- a/apps/x/pnpm-lock.yaml +++ b/apps/x/pnpm-lock.yaml @@ -50,6 +50,9 @@ importers: chokidar: specifier: ^4.0.3 version: 4.0.3 + update-electron-app: + specifier: ^3.0.0 + version: 3.1.2 zod: specifier: ^4.2.1 version: 4.2.1 @@ -69,6 +72,9 @@ importers: '@electron-forge/maker-zip': specifier: ^7.11.1 version: 7.11.1 + '@electron-forge/publisher-s3': + specifier: ^7.11.1 + version: 7.11.1 '@types/node': specifier: ^25.0.3 version: 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-8495,6 +9776,11 @@ snapshots: buffer-from@1.1.2: {} + buffer@5.6.0: + dependencies: + base64-js: 1.5.1 + ieee754: 1.2.1 + buffer@5.7.1: dependencies: base64-js: 1.5.1 @@ -9421,6 +10707,10 @@ snapshots: fast-uri@3.1.0: {} + fast-xml-parser@5.2.5: + dependencies: + strnum: 2.1.2 + fastq@1.20.1: dependencies: reusify: 1.1.0 @@ -9683,6 +10973,10 @@ snapshots: dependencies: pump: 3.0.3 + github-url-to-object@4.0.6: + dependencies: + is-url: 1.2.4 + glob-parent@5.1.2: dependencies: is-glob: 4.0.3 @@ -10141,6 +11435,8 @@ snapshots: is-unicode-supported@0.1.0: {} + is-url@1.2.4: {} + is-wsl@2.2.0: dependencies: is-docker: 2.2.1 @@ -11913,6 +13209,11 @@ snapshots: statuses@2.0.2: {} + stream-browserify@3.0.0: + dependencies: + inherits: 2.0.4 + readable-stream: 3.6.2 + stream-buffers@2.2.0: optional: true @@ -11986,6 +13287,8 @@ snapshots: dependencies: escape-string-regexp: 1.0.5 + strnum@2.1.2: {} + style-to-js@1.1.21: dependencies: style-to-object: 1.0.14 @@ -12230,6 +13533,11 @@ snapshots: escalade: 3.2.0 picocolors: 1.1.1 + update-electron-app@3.1.2: + dependencies: + github-url-to-object: 4.0.6 + ms: 2.1.3 + uri-js@4.4.1: dependencies: punycode: 2.3.1