@aitne-sh/aitne 0.1.9 → 0.1.11

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (218) hide show
  1. package/README.md +41 -11
  2. package/agent-assets/agent-profiles/background-task.md +53 -0
  3. package/agent-assets/agent-profiles/conversational.md +1 -0
  4. package/agent-assets/agent-profiles/routine-fetch-window.md +14 -75
  5. package/agent-assets/agent-profiles/routine.md +1 -1
  6. package/agent-assets/agents/{hourly-check → activity-scan}/agent.md +22 -17
  7. package/agent-assets/agents/monthly-review/agent.md +6 -5
  8. package/agent-assets/docs/concepts/agent-day.md +6 -7
  9. package/agent-assets/docs/concepts/auth-health.md +23 -20
  10. package/agent-assets/docs/concepts/backends-and-tiers.md +13 -9
  11. package/agent-assets/docs/concepts/costs-and-quotas.md +14 -12
  12. package/agent-assets/docs/concepts/delegated-mode.md +18 -17
  13. package/agent-assets/docs/concepts/memory-model.md +16 -9
  14. package/agent-assets/docs/concepts/observations.md +24 -20
  15. package/agent-assets/docs/concepts/process-keys.md +10 -9
  16. package/agent-assets/docs/concepts/routines.md +34 -31
  17. package/agent-assets/docs/concepts/safety-and-execution.md +11 -7
  18. package/agent-assets/docs/concepts/safety-model.md +39 -25
  19. package/agent-assets/docs/concepts/skills.md +12 -10
  20. package/agent-assets/docs/features/integrations/browser-history.md +23 -18
  21. package/agent-assets/docs/features/integrations/calendar.md +28 -17
  22. package/agent-assets/docs/features/integrations/git.md +13 -11
  23. package/agent-assets/docs/features/integrations/github.md +22 -14
  24. package/agent-assets/docs/features/integrations/mail.md +25 -22
  25. package/agent-assets/docs/features/integrations/notion.md +35 -11
  26. package/agent-assets/docs/features/integrations/obsidian.md +8 -8
  27. package/agent-assets/docs/features/lifestyle/git.md +27 -23
  28. package/agent-assets/docs/features/lifestyle/reading.md +20 -11
  29. package/agent-assets/docs/features/lifestyle/receipts.md +11 -10
  30. package/agent-assets/docs/features/lifestyle/travel-bookings.md +4 -3
  31. package/agent-assets/docs/features/memory-files/agent-journal.md +53 -26
  32. package/agent-assets/docs/features/memory-files/agent-lessons.md +178 -0
  33. package/agent-assets/docs/features/memory-files/projects.md +11 -8
  34. package/agent-assets/docs/features/memory-files/roadmap.md +17 -14
  35. package/agent-assets/docs/features/memory-files/schedule.md +6 -3
  36. package/agent-assets/docs/features/memory-files/today.md +10 -7
  37. package/agent-assets/docs/features/memory-files/user-profile.md +14 -9
  38. package/agent-assets/docs/features/messaging/bang-commands.md +21 -6
  39. package/agent-assets/docs/features/messaging/overview.md +17 -14
  40. package/agent-assets/docs/features/messaging/telegram.md +10 -9
  41. package/agent-assets/docs/features/operations/activity-and-conversations.md +6 -5
  42. package/agent-assets/docs/features/operations/approvals.md +6 -5
  43. package/agent-assets/docs/features/operations/browser-tasks.md +184 -0
  44. package/agent-assets/docs/features/operations/cost-tracking.md +11 -1
  45. package/agent-assets/docs/features/operations/managed-chromium.md +4 -2
  46. package/agent-assets/docs/features/operations/notifications.md +11 -1
  47. package/agent-assets/docs/features/operations/quiet-hours.md +41 -11
  48. package/agent-assets/docs/features/operations/schedule-approaching.md +2 -2
  49. package/agent-assets/docs/features/routines/activity-scan.md +220 -0
  50. package/agent-assets/docs/features/routines/custom-routines.md +82 -134
  51. package/agent-assets/docs/features/routines/evening-review.md +23 -13
  52. package/agent-assets/docs/features/routines/morning-routine.md +7 -5
  53. package/agent-assets/docs/features/routines/weekly-review.md +24 -3
  54. package/agent-assets/docs/features/wiki/commands.md +4 -4
  55. package/agent-assets/docs/features/wiki/cost-and-approval.md +4 -3
  56. package/agent-assets/docs/features/wiki/dashboard.md +7 -6
  57. package/agent-assets/docs/features/wiki/overview.md +3 -3
  58. package/agent-assets/docs/features/wiki/search.md +5 -5
  59. package/agent-assets/docs/features/wiki/workspaces.md +2 -2
  60. package/agent-assets/docs/getting-started/01-what-is-this.md +3 -3
  61. package/agent-assets/docs/getting-started/02-first-steps.md +5 -3
  62. package/agent-assets/docs/getting-started/04-first-day.md +27 -30
  63. package/agent-assets/docs/glossary.md +8 -8
  64. package/agent-assets/docs/guides/add-a-custom-routine.md +122 -68
  65. package/agent-assets/docs/guides/budget-and-cost-for-wiki.md +2 -2
  66. package/agent-assets/docs/guides/connect-a-new-mail-account.md +4 -2
  67. package/agent-assets/docs/guides/explore-with-trace-and-connect.md +5 -4
  68. package/agent-assets/docs/guides/install-and-run.md +2 -2
  69. package/agent-assets/docs/guides/maintain-wiki-health.md +2 -2
  70. package/agent-assets/docs/guides/pause-the-agent.md +27 -21
  71. package/agent-assets/docs/guides/reinstall-cleanly.md +2 -0
  72. package/agent-assets/docs/guides/setup-wizard.md +12 -6
  73. package/agent-assets/docs/guides/use-an-existing-obsidian-vault.md +6 -6
  74. package/agent-assets/docs/reference/api.md +26 -5
  75. package/agent-assets/docs/reference/cli-commands.md +3 -3
  76. package/agent-assets/docs/reference/config.md +51 -24
  77. package/agent-assets/docs/reference/disallowed-tools.md +6 -4
  78. package/agent-assets/docs/reference/keyboard-shortcuts.md +2 -2
  79. package/agent-assets/docs/reference/knowledge-layout.md +25 -12
  80. package/agent-assets/docs/reference/process-keys.md +9 -9
  81. package/agent-assets/docs/reference/skills.md +10 -6
  82. package/agent-assets/docs/troubleshooting/auth-failed.md +9 -8
  83. package/agent-assets/docs/troubleshooting/dashboard-shows-degraded.md +16 -9
  84. package/agent-assets/docs/troubleshooting/messaging-not-pairing.md +2 -2
  85. package/agent-assets/docs/troubleshooting/morning-routine-didnt-run.md +32 -16
  86. package/agent-assets/docs/troubleshooting/observation-not-detected.md +26 -24
  87. package/agent-assets/docs/troubleshooting/quota-exhausted.md +7 -6
  88. package/agent-assets/docs/troubleshooting/wiki-write-failed.md +3 -3
  89. package/agent-assets/skills/agent-actions/SKILL.md +23 -39
  90. package/agent-assets/skills/agent-create/SKILL.md +26 -6
  91. package/agent-assets/skills/attach/SKILL.md +8 -27
  92. package/agent-assets/skills/background-task/SKILL.md +184 -0
  93. package/agent-assets/skills/background-task-reply/SKILL.md +100 -0
  94. package/agent-assets/skills/browser-history/SKILL.md +60 -29
  95. package/agent-assets/skills/browser-history-respond/SKILL.md +6 -1
  96. package/agent-assets/skills/browser-task/SKILL.md +33 -31
  97. package/agent-assets/skills/context/SKILL.md +26 -34
  98. package/agent-assets/skills/context/curation.json +12 -12
  99. package/agent-assets/skills/context/references/api.md +22 -20
  100. package/agent-assets/skills/context/references/required-frontmatter.md +10 -9
  101. package/agent-assets/skills/context/references/snapshot-files.md +16 -15
  102. package/agent-assets/skills/context/seeds/file-responsibilities.seed.json +5 -5
  103. package/agent-assets/skills/context/seeds/frontmatter-requirements.seed.json +3 -3
  104. package/agent-assets/skills/docs-search/SKILL.md +19 -31
  105. package/agent-assets/skills/external-services/SKILL.delegated.claude.md +8 -95
  106. package/agent-assets/skills/external-services/SKILL.delegated.codex.md +8 -94
  107. package/agent-assets/skills/external-services/SKILL.delegated.gemini.md +8 -94
  108. package/agent-assets/skills/external-services/SKILL.native.claude.md +15 -9
  109. package/agent-assets/skills/external-services/SKILL.native.codex.md +11 -5
  110. package/agent-assets/skills/external-services/SKILL.native.gemini.md +11 -5
  111. package/agent-assets/skills/external-services/references/exec-errors.md +32 -0
  112. package/agent-assets/skills/external-services/references/skills-crud.md +5 -5
  113. package/agent-assets/skills/gmail-lifestyle/SKILL.md +3 -2
  114. package/agent-assets/skills/gmail-lifestyle/references/receipts-api.md +4 -0
  115. package/agent-assets/skills/gmail-lifestyle/references/travel-bookings-api.md +9 -0
  116. package/agent-assets/skills/mail/SKILL.delegated.claude.md +13 -25
  117. package/agent-assets/skills/mail/SKILL.delegated.codex.md +3 -2
  118. package/agent-assets/skills/mail/SKILL.delegated.gemini.md +3 -2
  119. package/agent-assets/skills/mail/SKILL.md +12 -20
  120. package/agent-assets/skills/mail/SKILL.native.claude.md +24 -16
  121. package/agent-assets/skills/mail/SKILL.native.codex.md +16 -9
  122. package/agent-assets/skills/mail/SKILL.native.gemini.md +12 -6
  123. package/agent-assets/skills/mail/references/api.md +6 -1
  124. package/agent-assets/skills/mail/references/examples.md +2 -1
  125. package/agent-assets/skills/managed-tasks/SKILL.md +44 -77
  126. package/agent-assets/skills/managed-tasks/references/errors.md +25 -14
  127. package/agent-assets/skills/managed-tasks/references/output-path.md +33 -17
  128. package/agent-assets/skills/managed-tasks/references/recurrence-rule.md +26 -16
  129. package/agent-assets/skills/management-policy/SKILL.md +36 -28
  130. package/agent-assets/skills/management-policy/curation.json +1 -1
  131. package/agent-assets/skills/management-policy/references/policy-workflow.md +30 -18
  132. package/agent-assets/skills/notify/SKILL.md +16 -13
  133. package/agent-assets/skills/notify/references/priority.md +42 -26
  134. package/agent-assets/skills/notion/SKILL.delegated.claude.md +1 -1
  135. package/agent-assets/skills/notion/SKILL.delegated.codex.md +1 -1
  136. package/agent-assets/skills/notion/SKILL.delegated.gemini.md +1 -1
  137. package/agent-assets/skills/notion/SKILL.md +18 -18
  138. package/agent-assets/skills/notion/SKILL.native.claude.md +4 -4
  139. package/agent-assets/skills/notion/SKILL.native.codex.md +3 -3
  140. package/agent-assets/skills/notion/SKILL.native.gemini.md +3 -3
  141. package/agent-assets/skills/observations/SKILL.md +9 -24
  142. package/agent-assets/skills/observations/references/fetch-fallback.md +22 -0
  143. package/agent-assets/skills/project-doc/SKILL.md +9 -6
  144. package/agent-assets/skills/project-doc/curation.json +3 -3
  145. package/agent-assets/skills/project-doc/seeds/project-shape.seed.json +2 -2
  146. package/agent-assets/skills/project-doc/seeds/slug-grammar.seed.json +3 -3
  147. package/agent-assets/skills/reading/SKILL.md +8 -42
  148. package/agent-assets/skills/reading/references/reading-taste.md +5 -5
  149. package/agent-assets/skills/roadmap/SKILL.md +3 -19
  150. package/agent-assets/skills/roadmap/references/api.md +23 -8
  151. package/agent-assets/skills/roadmap/references/horizon-tags.md +11 -0
  152. package/agent-assets/skills/roadmap/references/migration.md +8 -6
  153. package/agent-assets/skills/roadmap/references/retention.md +18 -0
  154. package/agent-assets/skills/schedule/SKILL.md +20 -28
  155. package/agent-assets/skills/schedule/references/importance.md +23 -0
  156. package/agent-assets/skills/schedule/references/recurrence-rule.md +26 -16
  157. package/agent-assets/skills/scheduled-managed-task/SKILL.md +46 -46
  158. package/agent-assets/skills/today/SKILL.md +38 -81
  159. package/agent-assets/skills/today/references/agent-plan-lifecycle.md +9 -4
  160. package/agent-assets/skills/today/references/agent-plan-revision.md +28 -0
  161. package/agent-assets/skills/today/references/today-skeleton.md +66 -0
  162. package/agent-assets/skills/today/seeds/agent-notes-flavors.seed.json +1 -1
  163. package/agent-assets/skills/today/seeds/section-shape.seed.json +6 -6
  164. package/agent-assets/skills/user-interview/SKILL.md +15 -90
  165. package/agent-assets/skills/user-interview/references/op-briefing.md +1 -1
  166. package/agent-assets/skills/user-interview/references/op-dm-handler.md +88 -0
  167. package/agent-assets/skills/user-interview/references/op-morning.md +2 -2
  168. package/agent-assets/skills/user-interview/references/sweep-and-fallback.md +1 -1
  169. package/agent-assets/skills/user-profile/SKILL.md +16 -26
  170. package/agent-assets/skills/user-profile/curation.json +3 -3
  171. package/agent-assets/skills/user-profile/references/character-preferences.md +3 -3
  172. package/agent-assets/skills/wiki/wiki-ask/SKILL.md +1 -1
  173. package/agent-assets/skills/wiki/wiki-compile/SKILL.md +5 -4
  174. package/agent-assets/skills/wiki/wiki-connect/SKILL.md +32 -5
  175. package/agent-assets/skills/wiki/wiki-ingest/SKILL.md +6 -50
  176. package/agent-assets/skills/wiki/wiki-ingest/references/curl-errors.md +58 -0
  177. package/agent-assets/skills/wiki/wiki-lint/SKILL.md +20 -14
  178. package/agent-assets/skills/wiki/wiki-trace/SKILL.md +10 -5
  179. package/agent-assets/skills/wiki/wiki-vault-rules/SKILL.md +2 -0
  180. package/agent-assets/system-prompts/routine-research-cluster-update.md +71 -0
  181. package/agent-assets/task-flows/_partials/feedback-capture.md +30 -0
  182. package/agent-assets/task-flows/_partials/notion-acquire.notion.md +47 -21
  183. package/agent-assets/task-flows/background_task.md +81 -0
  184. package/agent-assets/task-flows/git.local_ahead.stale.md +1 -1
  185. package/agent-assets/task-flows/git.push.detected.md +1 -1
  186. package/agent-assets/task-flows/git.tag.created.md +1 -1
  187. package/agent-assets/task-flows/github.assigned.md +1 -1
  188. package/agent-assets/task-flows/github.pull_request.review_requested.md +2 -2
  189. package/agent-assets/task-flows/github.security_alert.md +1 -1
  190. package/agent-assets/task-flows/message.received.dm.md +11 -3
  191. package/agent-assets/task-flows/message.received.dm_first.md +8 -2
  192. package/agent-assets/task-flows/{routine.hourly_check.md → routine.activity_scan.md} +31 -23
  193. package/agent-assets/task-flows/{routine.hourly_check.triage.md → routine.activity_scan.triage.md} +3 -3
  194. package/agent-assets/task-flows/routine.evening_review.md +80 -0
  195. package/agent-assets/task-flows/routine.monthly_review.md +81 -8
  196. package/agent-assets/task-flows/routine.research_cluster_update.md +33 -19
  197. package/agent-assets/task-flows/routine.roadmap_refresh.md +2 -2
  198. package/agent-assets/task-flows/routine.today_refresh.md +1 -1
  199. package/agent-assets/task-flows/routine.weekly_review.md +124 -4
  200. package/agent-assets/task-flows/schedule.approaching.md +2 -2
  201. package/agent-assets/task-flows/scheduled.dm.md +77 -1
  202. package/agent-assets/task-flows/scheduled.task.md +7 -1
  203. package/agent-assets/task-flows/wiki.trace.md +1 -1
  204. package/agent-assets/templates/_manifest.json +2 -2
  205. package/agent-assets/templates/knowledge/dossiers/_index.md +1 -1
  206. package/agent-assets/templates/knowledge/dossiers/{hourly.md → activity-scan.md} +1 -1
  207. package/agent-assets/templates/policies/journal-format.md +1 -1
  208. package/agent-assets/templates/policies/mcp.md +1 -1
  209. package/agent-assets/templates/policies/routines/_index.md +1 -1
  210. package/agent-assets/templates/policies/routines/{hourly.md → activity-scan.md} +5 -5
  211. package/bin/aitne.mjs +45 -11
  212. package/package.json +6 -5
  213. package/scripts/commands/doctor.mjs +11 -2
  214. package/scripts/lib/process-identity.d.mts +46 -0
  215. package/scripts/lib/process-identity.mjs +193 -0
  216. package/scripts/lib/read-api-token.mjs +1 -1
  217. package/scripts/start.mjs +14 -4
  218. package/agent-assets/docs/features/routines/hourly-check.md +0 -205
@@ -27,7 +27,7 @@ ask_examples:
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  - Where do weekly retros get stored?
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  locale: en-US
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  created: 2026-04-25
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- updated: 2026-05-28
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+ updated: 2026-06-10
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  keywords:
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  - weekly review
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  - Friday review
@@ -39,14 +39,16 @@ related:
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  - concepts/routines
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  - features/routines/evening-review
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  - features/memory-files/agent-journal
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+ - features/memory-files/agent-lessons
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  process_keys:
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  - routine.weekly_review
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  config_keys:
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  - timezone
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  - dayBoundaryHour
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+ - selfTuningEnabled
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  ui_anchors:
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  - /settings/models
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- - /settings/routines
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+ - /agents/weekly-review
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  context_files:
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  - journal/weekly/YYYY-Www.md
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  - journal/agent.md
@@ -69,6 +71,22 @@ into every morning routine of the following ISO week.
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  Lessons — and writes the user-facing snapshot.
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  - Appends an agent-internal block to `journal/agent.md` for
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  self-critique, filter quality, and improvement ideas.
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+ - Feeds the learning loop: for each concrete, actionable system
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+ improvement idea it identifies, it also posts a `source=self_critique`
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+ feedback signal (in addition to the `journal/agent.md` prose), so the
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+ idea is consolidated into the [agent lessons](../memory-files/agent-lessons.md)
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+ rather than only living in the journal.
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+ - Judges the daemon's self-tuning recommendations: when the weekly
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+ pre-step finds a cost knob worth changing (e.g. raising the mail
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+ pre-pass freshness window because most fetches came back empty), it
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+ injects up to three bounded proposals and the review records an
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+ apply / reject / defer verdict for each. While `selfTuningEnabled` is
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+ `false` (the default) nothing is ever changed automatically — verdicts
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+ are recorded for the owner to review (shadow mode). With the flag on,
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+ an apply verdict is actuated immediately by the daemon within hard
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+ per-key bounds; the owner gets a one-line DM per applied change
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+ (`!revert tuning` undoes the latest one) and a daily monitor
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+ auto-reverts any change whose 7-day follow-up metrics regressed.
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  - Sends a brief Friday-evening notification by default (the silence
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  gate triggers only on an essentially blank week).
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  - Refreshes `identity/reading-taste.md` and Book Candidates when
@@ -97,7 +115,10 @@ The fire time (Friday 19:00 local) and day-of-week are fixed in code
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  and are not operator-tunable. The backend and model that handle this
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  routine, however, are configurable: `routine.weekly_review` is a
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  configurable process key (default **medium** tier — Sonnet on Claude)
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- that you can repoint from **Settings → Models**.
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+ that you can repoint from **Settings → Models**. The weekly rulebook
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+ (`policies/routines/weekly.md`) is edited on the weekly-review agent's
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+ Rulebook tab (`/agents/weekly-review?tab=rulebook`), where the agent
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+ can also be enabled or disabled.
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  ## When Something Goes Wrong
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@@ -34,7 +34,7 @@ ask_examples:
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  - How do I bridge two domains with `!connect`?
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  locale: en-US
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  created: 2026-05-12
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- updated: 2026-05-28
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+ updated: 2026-06-07
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  keywords:
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  - !ingest
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  - !compile
@@ -145,9 +145,9 @@ The acknowledgement DM names the mode that ran (`in parallel` /
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  Full rebuilds touch every wiki note and are the most expensive
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  command in the wiki surface. The flow:
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- 1. The bang handler estimates the cost (raw note count × assumed
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- input tokens × Sonnet 4.6 input price, bracketed optimistic 0.5× /
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- expected 1× / pessimistic 2×).
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+ 1. The bang handler estimates the cost (per raw note, an on-disk
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+ char→token approximation × Sonnet 4.6 input price, bracketed
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+ optimistic 0.5× / expected 1× / pessimistic 2×).
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  2. On an external git-tracked vault with **Auto-commit before
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  `!compile full`** enabled and a clean working tree, Aitne runs
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  `git add -A && git commit -m "aitne wiki: pre-compile snapshot <ts>"`
@@ -39,7 +39,7 @@ ask_examples:
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  - Can I see the cost before running !compile full?
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  locale: en-US
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  created: 2026-05-21
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- updated: 2026-05-28
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+ updated: 2026-06-07
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  keywords:
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  - cost estimate
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  - cost bracket
@@ -178,8 +178,9 @@ its budget envelope is bounded by the per-process `maxBudgetUsd`
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  Per workspace, in `/settings/wiki` — the **Approval threshold (USD)**
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  input. The value lives on `wiki_workspaces.full_compile_approval_threshold_usd`
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- with a CHECK constraint `> 0`. Setting it lower escalates more runs
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- to manual approval; setting it higher trusts the estimator more.
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+ and the PATCH endpoint validates it to the `$0`–`$100` range. Setting it
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+ lower escalates more runs to manual approval; setting it higher trusts
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+ the estimator more.
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  A common pattern: start at $2.00, watch the spend on the next
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  `!compile full`, then dial up or down based on how close the
@@ -37,7 +37,7 @@ ask_examples:
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  - What does the Enable Wiki button do?
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  locale: en-US
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  created: 2026-05-21
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- updated: 2026-05-28
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+ updated: 2026-06-07
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  keywords:
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  - /wiki
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43
  - /wiki/timeline
@@ -128,7 +128,7 @@ States:
128
128
  The last 8 entries from `log.md`, the wiki's append-only operational
129
129
  log. Each entry shows the wiki process key (`wiki.ingest_url`,
130
130
  `wiki.compile`, `wiki.ask`, `wiki.lint`, `wiki.trace`, `wiki.connect`),
131
- the operation (`write`, `delete`, …), the affected path, and the
131
+ the operation (`post`, `patch`), the affected path, and the
132
132
  timestamp. A **View full timeline** button at the top of the card
133
133
  opens `/wiki/timeline`.
134
134
 
@@ -184,10 +184,11 @@ The configuration surface. Two-state:
184
184
 
185
185
  A two-card chooser:
186
186
 
187
- - **Internal** (recommended) — managed by Aitne in its data directory
188
- (default `~/.personal-agent/wiki`), schema seeded automatically.
189
- The **Enable internal wiki** button turns it on with nothing else
190
- to configure.
187
+ - **Internal** (recommended) — managed by Aitne inside the context
188
+ vault (default `<contextDir>/knowledge/wiki`, i.e.
189
+ `~/.personal-agent/context/knowledge/wiki`), schema seeded
190
+ automatically. The **Enable internal wiki** button turns it on with
191
+ nothing else to configure.
191
192
  - **Existing Obsidian vault** (external) — point Aitne at a folder you
192
193
  already own via the path picker, then confirm with **Use this
193
194
  folder**.
@@ -26,7 +26,7 @@ ask_examples:
26
26
  - Can I point the wiki at my Obsidian vault?
27
27
  locale: en-US
28
28
  created: 2026-05-12
29
- updated: 2026-05-28
29
+ updated: 2026-06-07
30
30
  keywords:
31
31
  - wiki
32
32
  - wiki workspace
@@ -110,8 +110,8 @@ competes for budget with daily reactive memory.
110
110
  Aitne offers two modes:
111
111
 
112
112
  - **Internal** (recommended starting point) — the daemon owns the
113
- vault at `$PA_DATA_DIR/wiki`. No sandbox issues, daemon-managed
114
- snapshots, isolated from iCloud sync conflicts.
113
+ vault at `$PA_DATA_DIR/context/knowledge/wiki`. No sandbox issues,
114
+ daemon-managed snapshots, isolated from iCloud sync conflicts.
115
115
  - **External** — you point the wiki at an existing Obsidian vault on
116
116
  disk. The daemon writes directly when the filesystem allows, and
117
117
  falls back to the official Obsidian CLI when the vault sits in a
@@ -36,7 +36,7 @@ ask_examples:
36
36
  - What is fts_wiki?
37
37
  locale: en-US
38
38
  created: 2026-05-21
39
- updated: 2026-05-28
39
+ updated: 2026-06-07
40
40
  keywords:
41
41
  - wiki search
42
42
  - fts_wiki
@@ -119,10 +119,10 @@ is the file on disk, not a row in another SQL table. This matters:
119
119
  because the source rows live in SQLite.
120
120
  - Wiki content lives on the filesystem. There's no source table to
121
121
  trigger off, so the wiki API write endpoints
122
- (`POST /api/wiki/:ws/files/:path`, `PATCH /api/wiki/:ws/files/:path`,
123
- `DELETE /api/wiki/:ws/files/:path`) call
124
- `upsertWikiFulltextRow` / `deleteWikiFulltextRow` directly after a
125
- successful disk write.
122
+ (`POST /api/wiki/:ws/files/:path`, `PATCH /api/wiki/:ws/files/:path`)
123
+ call `upsertWikiFulltextRow` directly after a successful disk write.
124
+ (`deleteWikiFulltextRow` is reached internally it's how
125
+ `upsertWikiFulltextRow` drops a `log`/`inbox` row from the index.)
126
126
 
127
127
  The schema (`packages/daemon/src/db/schema.ts`):
128
128
 
@@ -37,7 +37,7 @@ ask_examples:
37
37
  - Can two wikis live in nested folders?
38
38
  locale: en-US
39
39
  created: 2026-05-21
40
- updated: 2026-05-28
40
+ updated: 2026-06-07
41
41
  keywords:
42
42
  - wiki workspace
43
43
  - workspace
@@ -98,7 +98,7 @@ side-by-side wikis as you have distinct knowledge domains.
98
98
  |---|---|---|
99
99
  | Root path | `$PA_DATA_DIR/context/knowledge/wiki/<name>` (daemon-owned, inside the context vault) | Any path you pick (typically an existing Obsidian vault) |
100
100
  | Writes | Atomic local-fs writes | Atomic local-fs writes when permitted; Obsidian-CLI fallback for sandboxed paths |
101
- | Backup surface | `md_file_snapshots` table | git auto-commit (when the vault is git-tracked) + sibling backup mirror under `90_meta/health/pre-migrate-<date>/` |
101
+ | Backup surface | On-disk `.snapshots/<timestamp>/` tree under the workspace root | git auto-commit (when the vault is git-tracked) + sibling backup mirror under `90_meta/health/pre-migrate-<date>/` |
102
102
  | iCloud-friendly | Yes (lives in `~/.personal-agent`) | Yes via the Obsidian CLI fallback (requires the Obsidian app running) |
103
103
  | Best for | First-time users, isolated wiki, no Obsidian dependency | Power users with an existing Obsidian vault they want the agent to extend |
104
104
 
@@ -90,8 +90,8 @@ You can change the times, disable any of them, or add your own.
90
90
 
91
91
  → [Morning Routine](../features/routines/morning-routine.md) ·
92
92
  [Evening Review](../features/routines/evening-review.md) ·
93
- [Hourly Check](../features/routines/hourly-check.md) ·
94
- [Custom Routines](../features/routines/custom-routines.md)
93
+ [Activity Scan](../features/routines/activity-scan.md) ·
94
+ [Create a Recurring Agent](../guides/add-a-custom-routine.md)
95
95
 
96
96
  ### Reach you through a messenger
97
97
 
@@ -117,7 +117,7 @@ Pairing is one-time per channel.
117
117
 
118
118
  When you connect an integration, the agent polls it on a schedule and
119
119
  records anything that looks relevant as an
120
- [observation](../concepts/observations.md). The hourly routine then
120
+ [observation](../concepts/observations.md). The activity scan then
121
121
  decides what (if anything) is worth telling you about.
122
122
 
123
123
  - [Mail](../features/integrations/mail.md) — Gmail, Outlook, Yahoo,
@@ -31,7 +31,7 @@ keywords:
31
31
  - dashboard onboarding
32
32
  - health pill
33
33
  created: 2026-04-27
34
- updated: 2026-05-28
34
+ updated: 2026-06-07
35
35
  related:
36
36
  - getting-started/01-what-is-this
37
37
  - getting-started/03-what-can-this-do
@@ -55,8 +55,10 @@ health pill, a paired messaging app, and a backend the agent can call.
55
55
  ## What you should see right now
56
56
 
57
57
  If the dashboard just opened, you are on `/setup` — the setup wizard.
58
- The dashboard refuses to leave this page until the minimum is filled
59
- in (a backend, a messaging pair). Run through it once, top to bottom.
58
+ The dashboard sends you back to this page until the required steps are
59
+ done (Basics, Vault, a main backend, and the Customize Rules step that
60
+ saves your management rules). Messaging and the other integrations are
61
+ skippable in the wizard. Run through it once, top to bottom.
60
62
 
61
63
  ## Steps
62
64
 
@@ -43,7 +43,7 @@ ui_anchors:
43
43
  - /knowledge?tab=context-files
44
44
  - /connections
45
45
  - /connections/mcp
46
- - /settings/routines
46
+ - /agents
47
47
  - /activity
48
48
  context_files:
49
49
  - identity/profile.md
@@ -52,14 +52,14 @@ context_files:
52
52
  api_endpoints:
53
53
  - POST /api/knowledge/import
54
54
  created: 2026-04-25
55
- updated: 2026-05-28
55
+ updated: 2026-06-10
56
56
  related:
57
57
  - getting-started/02-first-steps
58
58
  - getting-started/03-what-can-this-do
59
59
  - guides/setup-wizard
60
60
  - guides/import-knowledge-file
61
61
  - features/routines/morning-routine
62
- - features/routines/custom-routines
62
+ - guides/add-a-custom-routine
63
63
  - features/memory-files/user-profile
64
64
  - concepts/delegated-mode
65
65
  - concepts/skills
@@ -236,12 +236,11 @@ recurring:
236
236
  and message me on WhatsApp."* The agent stores a recurring
237
237
  schedule and runs the same prompt at the same cron. Best for
238
238
  per-channel reminders and small recurring asks.
239
- - **Custom routines** — heavier, multi-step jobs that should write
240
- to Markdown memory and DM you with a summary. Add one under
241
- **SettingsRoutines Add custom routine**, or DM the agent the
242
- cron + steps and ask it to save the routine. See
243
- [Custom Routines](../features/routines/custom-routines.md) and
244
- [Add a Custom Routine](../guides/add-a-custom-routine.md).
239
+ - **User Agents** — heavier, multi-step jobs that should write
240
+ to Markdown memory and DM you with a summary. Create one under
241
+ **AgentsNew Agent** (`/agents`), or DM the agent the
242
+ cron + steps and ask it to save it as an Agent. See
243
+ [Create a Recurring Agent](../guides/add-a-custom-routine.md).
245
244
 
246
245
  ### A worked example: a richer morning routine
247
246
 
@@ -265,23 +264,22 @@ Shortest path from zero to that:
265
264
  notes." This makes the gaps obvious — Notion not connected?
266
265
  Calendar not connected? WhatsApp not paired? Drive not reachable
267
266
  through a connector or MCP server? Fix them as they show up.
268
- 2. **Once each piece works standalone**, open **SettingsRoutines
269
- → Add custom routine**:
270
- - Slug: `morning-deep-prep`
271
- - Cron: `0 7 * * 1-5`
272
- - Backend tier: `high (opus)` — this is a heavy, multi-tool job
273
- - Max budget (USD): `0.20` (a generous per-execute override; the
274
- form default is `0.05`)
275
- - Description: paste the four numbered steps above verbatim.
276
- 3. **Watch the next firing in Activity** and iterate. The vault file
277
- at `~/.personal-agent/context/policies/routines/custom/morning-deep-prep.md`
278
- is a plain Markdown file: edit the `## Checks` body to refine the
279
- step wording, or the `cron:` field in the YAML frontmatter to
280
- change the schedule. The watcher picks up changes without a
281
- restart.
282
-
283
- → [Custom Routines](../features/routines/custom-routines.md) ·
284
- [Add a Custom Routine](../guides/add-a-custom-routine.md)
267
+ 2. **Once each piece works standalone**, open **AgentsNew Agent**
268
+ (`/agents`):
269
+ - Name / ID: `morning-deep-prep`
270
+ - Schedule: weekdays (Mon–Fri) at 07:00
271
+ - Model tier: `high (opus)` — this is a heavy, multi-tool job
272
+ - Max budget (USD): `0.20` (a generous per-execute override)
273
+ - Task prompt: paste the four numbered steps above verbatim.
274
+ 3. **Watch the next firing in Agent Log** and iterate. The agent
275
+ definition lives in the vault at
276
+ `~/.personal-agent/context/policies/agents/morning-deep-prep/agent.md`
277
+ a plain Markdown file whose body is the task prompt and whose
278
+ YAML frontmatter carries the schedule but the easiest place to
279
+ refine the step wording or the schedule is the agent's own page
280
+ at `/agents/morning-deep-prep`.
281
+
282
+ → [Create a Recurring Agent](../guides/add-a-custom-routine.md)
285
283
 
286
284
  ---
287
285
 
@@ -294,8 +292,8 @@ By end of day one you should have:
294
292
  **Activity**.
295
293
  - One DM whose answer references something only your connected
296
294
  apps could have told the agent.
297
- - (Stretch) one custom routine or recurring schedule in **Settings
298
- Routines** that you'd be sad to lose.
295
+ - (Stretch) one user agent or recurring schedule under **Agents**
296
+ (`/agents`) that you'd be sad to lose.
299
297
 
300
298
  ## If it fails
301
299
 
@@ -312,8 +310,7 @@ By end of day one you should have:
312
310
 
313
311
  - [Import a Knowledge File](../guides/import-knowledge-file.md)
314
312
  - [Morning Routine](../features/routines/morning-routine.md)
315
- - [Custom Routines](../features/routines/custom-routines.md)
316
- - [Add a Custom Routine](../guides/add-a-custom-routine.md)
313
+ - [Create a Recurring Agent](../guides/add-a-custom-routine.md)
317
314
  - [Delegated Mode](../concepts/delegated-mode.md)
318
315
  - [Skills and MCP](../concepts/skills.md)
319
316
  - [identity/profile.md](../features/memory-files/user-profile.md)
@@ -35,7 +35,7 @@ ask_examples:
35
35
  - What is an observation?
36
36
  locale: en-US
37
37
  created: 2026-04-25
38
- updated: 2026-05-28
38
+ updated: 2026-06-07
39
39
  keywords:
40
40
  - terminology
41
41
  - vocabulary
@@ -78,7 +78,7 @@ process_keys:
78
78
  - dashboard.docs_qa
79
79
  - delegated_task_heavy
80
80
  - routine.fetch_window
81
- - routine.hourly_check
81
+ - routine.activity_scan
82
82
  - routine.research_cluster_update
83
83
  config_keys:
84
84
  - dayBoundaryHour
@@ -111,8 +111,8 @@ enabled as fallbacks.
111
111
  ## Browser History (B-3)
112
112
 
113
113
  Local-only history poller that reads the browser's own SQLite database
114
- (Chrome / Safari / Firefox / Arc) and records page visits as
115
- observations. Drives the **research cluster** derivation, the weekly
114
+ (Chromium-based browsers Chrome, Chromium, Edge, Brave, Comet, Atlas)
115
+ and records page visits as observations. Drives the **research cluster** derivation, the weekly
116
116
  reload-memory block, and the [`!checks`](features/messaging/bang-commands.md)
117
117
  on-demand reload tally. No content is uploaded; only URLs, titles, and
118
118
  visit timings the browser itself recorded. See
@@ -206,7 +206,7 @@ connected service: `direct | delegated | native | disabled`.
206
206
  MCP / skill harness — `outlook_mail`, `outlook_calendar`).
207
207
  - **disabled** — silence; no poller, no native handoff.
208
208
 
209
- Mode lookup goes through `getIntegrationState(db, key)`; never
209
+ Mode lookup goes through `readIntegrationState(db, key)`; never
210
210
  hardcode an integration reference outside
211
211
  `packages/shared/src/integrations.ts`. See
212
212
  [Delegated Mode](concepts/delegated-mode.md).
@@ -230,7 +230,7 @@ Operator-facing umbrella for the two non-heavy lanes on each backend:
230
230
 
231
231
  - **Medium / Main** (Claude Sonnet 4.6, `gpt-5.4` on Codex,
232
232
  `gemini-3.1-pro-preview` on Gemini, Sonnet 4.6 via OpenCode) —
233
- default for owner DMs, dashboard chat, the hourly check, and the
233
+ default for owner DMs, dashboard chat, the activity scan, and the
234
234
  morning / evening / weekly review routines.
235
235
  - **Lite / Delegated** (Claude Haiku 4.5, `gpt-5.4-mini` on Codex,
236
236
  `gemini-3.1-flash-lite-preview` on Gemini, Haiku 4.5 via OpenCode) —
@@ -252,7 +252,7 @@ fallback when upstream reports zero.
252
252
  ## Routine Pre-pass
253
253
 
254
254
  A lite-tier `routine.fetch_window` session spawned before each main
255
- routine (morning / today_refresh / hourly_check / evening / weekly).
255
+ routine (morning / today_refresh / activity_scan / evening / weekly).
256
256
  It fetches each routine's mail / calendar / Notion window
257
257
  (`ROUTINE_WINDOWS`) and POSTs the results to `/api/observations`. The
258
258
  main routine then consumes the resulting `<fetch_report>` block and
@@ -264,7 +264,7 @@ in 2026-05 to trim morning-routine input tokens by ~24%.
264
264
  One row in the `observations` table. A change record a polling
265
265
  integration (Obsidian, Git, Notion, calendar, mail, browser history)
266
266
  or a `routine.fetch_window` pre-pass wrote into SQLite. The
267
- `routine.hourly_check` is the consumer — there is no per-change
267
+ `routine.activity_scan` is the consumer — there is no per-change
268
268
  notification. `actor='agent'` rows are filtered out by the consumer
269
269
  to break the agent-observing-its-own-writes loop. See
270
270
  [Observations](concepts/observations.md).