PR 1.5 + PR 2 of the agentic briefing rollout. Extends the agentic
path to cover the morning/midday/afternoon check-in slots in addition
to the 4am compilation, and persists the full tool-call sequence
into the briefing conversation so chat follow-ups see the receipts.
run_slot_injection now honors the briefing_mode setting the same way
run_compilation does: agentic mode routes through run_agentic_briefing
with a check-in system prompt variant, legacy falls back automatically
if the new path returns empty. Signature changed from str to
(str, dict) to surface the agentic message list to the caller.
_agentic_system_prompt now takes the user's local-day window and
timezone, pre-computed by run_agentic_briefing, and embeds them in
the prompt. This eliminates a whole class of "wrong day" bugs that
would otherwise happen when the model tried to translate "today" into
ISO 8601 ranges without knowing the user's timezone.
briefing_scheduler._run_slot_for_user now calls _persist_agentic_messages
after each slot, which walks the agentic message list and stores
every intermediate assistant turn (with its tool calls and results
folded into the flat storage format the existing chat loader expects)
as a real message row. The synthetic "[Midday briefing update]"
user-role messages are no longer created — final prose is written
with metadata.briefing_slot so the UI can still identify it as a
scheduled entry. The agentic user-trigger ("Generate my morning
briefing…") is deliberately skipped so it doesn't recreate the same
fake-user-message problem we're trying to remove.
briefing_conversations.post_message now accepts tool_calls, matching
the schema the Message model already supports. This lets scheduled
briefings write structured tool-use history without reaching into
the model layer.
Net effect with briefing_mode="agentic" on:
- All four slots are grounded in tool results, no more hallucinated
events or tasks
- Chat follow-ups in the briefing conversation see morning's
list_events → [] receipt (and everything else), so "what meeting?"
gets an honest "nothing on the calendar" reply grounded in data
- No more fake [Briefing update] user messages in the chat scroll
Still to come (PR 3): UI polish — tool-call status row, inline cards
for list_events/list_tasks results, visual treatment for slot messages.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
First cut of the agentic briefing redesign. Morning compilation can now
route through a tool-call loop that grounds every factual claim in an
actual tool result, eliminating the hallucinated meetings, tasks, and
news items the legacy one-shot path was producing. Behind a per-user
`briefing_mode` setting (default "legacy"); falls back to the legacy
path automatically if the new path returns empty (e.g. model too weak
to drive tool calls reliably).
New: services/briefing_tools.py — explicit read-only allowlist of 10
tools (tasks, events, weather, rss, projects, notes). New tools added
to tools.py must be opted in by name. Excludes all mutating tools and
external search tools (search_images, search_web, research_topic) which
are neither useful nor safe for a scheduled background job.
New: briefing_pipeline.run_agentic_briefing — wraps the existing
stream_chat_with_tools loop with slot-specific system prompts that tell
the model to only assert facts from tool results and to be honest when
tools return nothing. Max 8 rounds, per-round exception handling,
returns the full message list so tool-call receipts can be persisted
alongside the prose in a later PR.
Sentence-count floors bumped: compilation 6–10 (was 4–8), check-ins
3–5 (was 2–3). Weekly review 5–8.
Design doc: docs/2026-04-10-agentic-briefing-design.md
Out of scope for this PR (future PRs): slot-injection migration,
persisting tool-call receipts into the conversation so chat follow-ups
see them, UI polish for tool-call status, sidecar storage for
briefings. See the design doc's migration path for details.
Enable on an account with:
UPDATE settings SET value='agentic'
WHERE user_id=<id> AND key='briefing_mode';
or insert the row if missing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Embed RSS items at fetch time (nomic-embed-text); backfill at startup
- Semantic news search injected into chat system prompt ("Recent News You've Seen")
when items match query above 0.55 cosine threshold (independent of note RAG)
- "Discuss in chat" button on news cards — creates a seeded conversation with
the article title + full content, navigates directly to the new chat
- Briefing compilation now passes 500-char article excerpts (not just headlines)
to the LLM and uses 8192 num_ctx to accommodate the larger prompt
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the freeform briefing-profile note with a DB-backed user_profiles
table. Users can edit job/industry/expertise/response preferences/interests/
work schedule via a new Settings → Profile tab. The LLM appends nightly
observations; at 14+ entries they are auto-consolidated into a learned_summary.
Profile context is injected into both briefing and chat system prompts.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace two-pass structured LLM synthesis (## Your Day / ## The World
sections with bullets and formatted news cards) with a single
conversational pass. The new prompt instructs the model to write 3-5
flowing sentences covering weather, today's tasks/events, and 1-2 news
highlights — no markdown, no headers, no lists. Full news detail stays
in the right panel; weather detail stays in the weather card.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously metadata only stored rss_item_ids (integers); the full item data
was discarded after LLM synthesis. Now rss_items (id, title, url, source,
snippet, published_at) is also stored so clients can render per-story cards
without additional API calls.
Web BriefingView: replaces bare reaction-row buttons with news cards showing
source, headline (linked), 2-line snippet, and 👍/👎 per card.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The briefing was formatting event start_dt directly in UTC instead of
converting to the user's local timezone. Also, the day_start/day_end
query window was naive (UTC), so events at the edges of the user's day
could be missed or included incorrectly.
Now reads user_timezone setting, uses it for today's date boundary and
for converting each event's start_dt before formatting.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- ToolCallCard: event list items replaced with rich clickable cards (color dot,
title, time, location); clicking opens EventSlideOver for edit/delete; single
create/update events in header are also clickable; updated all event types to
use start_dt/end_dt fields from internal store
- HomeView: new upcoming events widget shows today + next 7 days as a card grid
above the hero project; clicking any card opens EventSlideOver inline
- briefing_pipeline: _gather_internal now queries the internal events store for
today's events; CalDAV events are still appended (deduped) if configured
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Task change detection via snapshot diff
- RSS scoring/filtering via briefing_preferences
- Weather card via parse_weather_card_data (staleness-gated)
- News card markdown format with ordering constraint
- Metadata stored on Message record via post_message()
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Project view:
- Add inline status advance buttons on kanban task cards (todo→in_progress,
in_progress→done); buttons reveal on hover, stop link navigation
Task viewer:
- Back button navigates to task's project instead of /tasks when project_id set
- Esc key navigates to project (or /tasks); blurs focused element first
Quick capture:
- Use user's configured model instead of hardcoded Config.OLLAMA_MODEL
- Remove create_project from classifier prompt (tool not offered, caused
task-shaped inputs to silently fall through to note fallback)
Briefing scheduler:
- Fix get_event_loop() → get_running_loop() so background thread uses the
correct hypercorn event loop (jobs were scheduling but never executing)
- Suppress bare greeting when both LLM synthesis lanes return empty
RSS feed UI (SettingsView):
- Show last-fetched age, category badge, and feed URL per row
- Category input field when adding a feed
- Refresh all button: fetches latest items, reloads list, toasts with count
- Enter key submits add-feed form; better empty-state hint with example feeds
Weather tool:
- Accept any city/region name in addition to 'home'/'work'/'all'
- Geocodes via Nominatim + fetches live from Open-Meteo for arbitrary queries
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- _resolve_project now uses reverse-substring + SequenceMatcher (≥0.55)
so partial names like "Famous Supply" match "Famous Supply Co." reliably
- create_project runs similar-project checks before the confirmed gate so
confirmed=true can't bypass them; threshold lowered to 0.55 to catch
abbreviated names
- Error messages on project-not-found no longer suggest create_project,
directing the model to list_projects first
- Tool description updated to explicitly prohibit calling create_project
in response to a lookup failure
- tasks.py: fire-and-forget embedding update on create/update
- briefing_pipeline.py: await is_caldav_configured (was sync call)
- notes.py: remove erroneous duplicate count_query filter
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add °C/°F toggle in briefing settings; persisted in briefing_config.temp_unit
- briefing_pipeline reads temp_unit and converts Open-Meteo Celsius values
before passing them to the LLM (both full compilation and slot injection)
- Scheduled Slots section now shows each UTC slot time converted to the
user's browser local time, plus a line confirming which timezone the
browser is using
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Bryan Van Deusen
bvandeusen