@aperdomoll90/ledger-ai 1.0.2 → 1.1.0

package/dist/cli.js

@@ -4,16 +4,23 @@ import { loadConfig } from './lib/config.js';
 import { pull } from './commands/pull.js';
 import { push } from './commands/push.js';
 import { check } from './commands/check.js';
+import { sync } from './commands/sync.js';
 import { show } from './commands/show.js';
 import { exportNote } from './commands/export.js';
 import { ingest } from './commands/ingest.js';
 import { init } from './commands/init.js';
+import { wizard } from './commands/wizard.js';
 import { setupClaudeCode, setupOpenclaw, setupChatgpt } from './commands/setup.js';
 import { backup, enableBackupCron, disableBackupCron } from './commands/backup.js';
 import { restore } from './commands/restore.js';
 import { onboard } from './commands/onboard.js';
 import { configGet, configSet, configList } from './commands/config.js';
 import { migrate } from './commands/migrate.js';
+import { add } from './commands/add.js';
+import { update } from './commands/update.js';
+import { deleteNote } from './commands/delete.js';
+import { list } from './commands/list.js';
+import { tag } from './commands/tag.js';
 process.on('unhandledRejection', (err) => {
     console.error(err instanceof Error ? err.message : String(err));
     process.exit(1);
@@ -41,11 +48,25 @@ program
 });
 program
     .command('check')
-    .description('Compare local files vs Ledger, report sync status')
+    .description('Compare local files vs Ledger, report sync status (alias for sync --dry-run)')
     .action(async () => {
     const config = loadConfig();
     await check(config);
 });
+program
+    .command('sync')
+    .description('Bidirectional sync of persona files between Ledger and local cache')
+    .option('-q, --quiet', 'suppress output unless conflicts (for hooks)')
+    .option('-f, --force', 'overwrite local with Ledger version')
+    .option('-n, --dry-run', 'show what would happen without doing it')
+    .action(async (options) => {
+    const config = loadConfig();
+    await sync(config, {
+        quiet: options.quiet ?? false,
+        force: options.force ?? false,
+        dryRun: options.dryRun ?? false,
+    });
+});
 program
     .command('show <query...>')
     .description('Search Ledger by meaning, open matching note')
@@ -126,9 +147,15 @@ program
 });
 program
     .command('init')
-    .description('Set up Ledger on this machine (credentials, database schema)')
-    .action(async () => {
-    await init();
+    .description('Guided setup wizard (credentials, database, persona, platforms, sync)')
+    .option('--legacy', 'run legacy init (credentials + database only)')
+    .action(async (options) => {
+    if (options.legacy) {
+        await init();
+    }
+    else {
+        await wizard();
+    }
 });
 const setupCmd = program
     .command('setup')
@@ -158,4 +185,66 @@ program
     const config = loadConfig();
     await migrate(config);
 });
+program
+    .command('add')
+    .description('Add a new note to Ledger (with duplicate detection)')
+    .requiredOption('-c, --content <content>', 'note content (or use stdin)')
+    .requiredOption('-t, --type <type>', 'note type (feedback, reference, event, etc.)')
+    .option('-a, --agent <agent>', 'agent name', 'cli')
+    .option('-p, --project <project>', 'project name')
+    .option('-k, --upsert-key <key>', 'upsert key for dedup')
+    .option('-f, --force', 'skip duplicate check')
+    .action(async (options) => {
+    const config = loadConfig();
+    await add(config, options.content, {
+        type: options.type,
+        agent: options.agent,
+        project: options.project,
+        upsertKey: options.upsertKey,
+        force: options.force ?? false,
+    });
+});
+program
+    .command('update <id>')
+    .description('Update an existing note by ID (with confirmation)')
+    .requiredOption('-c, --content <content>', 'new content')
+    .action(async (id, options) => {
+    const config = loadConfig();
+    await update(config, parseInt(id, 10), options.content, {});
+});
+program
+    .command('delete <id>')
+    .description('Delete a note by ID (with confirmation)')
+    .action(async (id) => {
+    const config = loadConfig();
+    await deleteNote(config, parseInt(id, 10));
+});
+program
+    .command('list')
+    .description('List recent notes from Ledger')
+    .option('-n, --limit <number>', 'number of notes', '20')
+    .option('-t, --type <type>', 'filter by note type')
+    .option('-p, --project <project>', 'filter by project name')
+    .action(async (options) => {
+    const config = loadConfig();
+    await list(config, {
+        limit: parseInt(options.limit, 10),
+        type: options.type,
+        project: options.project,
+    });
+});
+program
+    .command('tag <id>')
+    .description('Update metadata on a note (description, project, scope)')
+    .option('-d, --description <text>', 'note description/purpose')
+    .option('-p, --project <name>', 'project name')
+    .option('-s, --scope <scope>', 'scope (user, system, general)')
+    .action(async (id, options) => {
+    const config = loadConfig();
+    await tag(config, parseInt(id, 10), {
+        description: options.description,
+        project: options.project,
+        scope: options.scope,
+    });
+});
 program.parse();

package/dist/commands/add.js

@@ -0,0 +1,25 @@
+import { opAddNote } from '../lib/notes.js';
+import { confirm } from '../lib/prompt.js';
+export async function add(config, content, options) {
+    const metadata = {};
+    if (options.project)
+        metadata.project = options.project;
+    if (options.upsertKey)
+        metadata.upsert_key = options.upsertKey;
+    const result = await opAddNote({ supabase: config.supabase, openai: config.openai }, content, options.type, options.agent || 'cli', metadata, options.force ?? false);
+    if (result.status === 'confirm') {
+        console.error(result.message);
+        const proceed = await confirm('\nCreate new note anyway?');
+        if (proceed) {
+            const forced = await opAddNote({ supabase: config.supabase, openai: config.openai }, content, options.type, options.agent || 'cli', metadata, true);
+            console.error(forced.message);
+        }
+        else {
+            console.error('Cancelled.');
+        }
+        return;
+    }
+    console.error(result.message);
+    if (result.status === 'error')
+        process.exit(1);
+}

package/dist/commands/delete.js

@@ -0,0 +1,22 @@
+import { opDeleteNote } from '../lib/notes.js';
+import { confirm } from '../lib/prompt.js';
+export async function deleteNote(config, id) {
+    const clients = { supabase: config.supabase, openai: config.openai };
+    // First call: show confirmation
+    const preview = await opDeleteNote(clients, id, false);
+    if (preview.status === 'error') {
+        console.error(preview.message);
+        process.exit(1);
+    }
+    console.error(preview.message);
+    const proceed = await confirm('\nProceed with deletion?');
+    if (!proceed) {
+        console.error('Cancelled.');
+        return;
+    }
+    // Second call: execute
+    const result = await opDeleteNote(clients, id, true);
+    console.error(result.message);
+    if (result.status === 'error')
+        process.exit(1);
+}

package/dist/commands/ingest.js

@@ -1,10 +1,10 @@
 import { readFileSync, unlinkSync, readdirSync, existsSync } from 'fs';
 import { resolve, basename } from 'path';
-import { fetchCachedNotes, searchNotes } from '../lib/notes.js';
+import { fetchPersonaNotes, findNoteByFile, searchNotes, inferDelivery } from '../lib/notes.js';
 import { contentHash } from '../lib/hash.js';
 import { confirm, choose } from '../lib/prompt.js';
 export async function ingest(config, options) {
-    const existingNotes = await fetchCachedNotes(config.supabase);
+    const existingNotes = await fetchPersonaNotes(config.supabase);
     if (options.file) {
         if (options.auto) {
             await autoIngestFile(config, resolve(options.file), existingNotes);
@@ -105,6 +105,12 @@ async function ingestFile(config, filePath, existingNotes) {
         'error',
         'general',
     ]);
+    const defaultDelivery = inferDelivery(noteType);
+    const deliveryChoice = await choose(`Delivery tier (default: ${defaultDelivery}):`, [
+        `${defaultDelivery} (default)`,
+        ...['persona', 'project', 'knowledge'].filter(d => d !== defaultDelivery),
+    ]);
+    const delivery = deliveryChoice.replace(' (default)', '');
     const { openai } = config;
     const embeddingResponse = await openai.embeddings.create({
         model: 'text-embedding-3-small',
@@ -122,7 +128,7 @@ async function ingestFile(config, filePath, existingNotes) {
             upsert_key: upsertKey,
             local_file: filename,
             content_hash: hash,
-            local_cache: true,
+            delivery,
         },
         embedding,
     })
@@ -132,7 +138,7 @@ async function ingestFile(config, filePath, existingNotes) {
         console.error(`Error adding note: ${error.message}`);
         return;
     }
-    console.error(`Added "${filename}" → Ledger (note ${data.id})`);
+    console.error(`Added "${filename}" → Ledger (note ${data.id}, delivery: ${delivery})`);
     await askDeleteLocal(filePath, filename);
 }
 async function updateAndHash(config, noteId, content) {
@@ -176,10 +182,18 @@ async function autoIngestFile(config, filePath, existingNotes) {
     // Check for exact duplicate — skip silently if identical
     const exactMatch = existingNotes.find(n => n.metadata.content_hash === hash);
     if (exactMatch) {
-        unlinkSync(filePath);
-        console.error(`AUTO: ${filename} — identical to existing note, deleted local.`);
+        console.error(`AUTO: ${filename} — identical to existing note, skipped.`);
+        return;
+    }
+    // Check if a note already exists for this file (by local_file or upsert_key)
+    const existingNote = await findNoteByFile(config.supabase, filename);
+    if (existingNote) {
+        // Update existing note instead of creating a duplicate
+        await updateAndHash(config, existingNote.id, content);
+        console.error(`AUTO: ${filename} — updated existing note ${existingNote.id}.`);
         return;
     }
+    // No existing note — create new
     // Infer type from filename
     let noteType = 'general';
     if (filename.startsWith('feedback_'))
@@ -206,7 +220,7 @@ async function autoIngestFile(config, filePath, existingNotes) {
             upsert_key: upsertKey,
             local_file: filename,
             content_hash: hash,
-            local_cache: true,
+            delivery: inferDelivery(noteType),
         },
         embedding,
     })
@@ -216,6 +230,5 @@ async function autoIngestFile(config, filePath, existingNotes) {
         console.error(`AUTO: Error ingesting ${filename}: ${error.message}`);
         return;
     }
-    unlinkSync(filePath);
-    console.error(`AUTO: ${filename} → Ledger (note ${data.id}), deleted local.`);
+    console.error(`AUTO: ${filename} → Ledger (note ${data.id}, delivery: ${inferDelivery(noteType)}).`);
 }

package/dist/commands/init.js

@@ -6,16 +6,17 @@ import { ask, askMasked, confirm } from '../lib/prompt.js';
 import { getLedgerDir, loadConfigFile, getDefaultConfig } from '../lib/config.js';
 import { getMigrationFiles, readMigration } from '../lib/migrate.js';
 import { enableBackupCron } from './backup.js';
-export async function init() {
+// --- Extracted helpers ---
+/** Gather or load credentials. Returns raw values for use before loadConfig() is safe. */
+export async function gatherCredentials() {
     const ledgerDir = getLedgerDir();
     const envPath = resolve(ledgerDir, '.env');
     const configPath = resolve(ledgerDir, 'config.json');
-    console.error('Welcome to Ledger.\n');
     mkdirSync(ledgerDir, { recursive: true });
     let supabaseUrl = '';
     let supabaseKey = '';
     let openaiKey = '';
-    // Step 1: Check existing credentials
+    // Check existing credentials
     if (existsSync(envPath)) {
         const overwrite = await confirm('Existing credentials found. Overwrite?');
         if (!overwrite) {
@@ -36,7 +37,7 @@ export async function init() {
             }
         }
     }
-    // Step 2: Get credentials
+    // Prompt for credentials if not loaded
     if (!supabaseUrl) {
         const hasProject = await confirm('Do you have a Supabase project?');
         if (!hasProject) {
@@ -64,7 +65,7 @@ To create a Supabase project:
         writeFileSync(envPath, envContent, { mode: 0o600 });
         console.error('Credentials saved to ~/.ledger/.env\n');
     }
-    // Step 3: Write/merge config.json
+    // Write/merge config.json
     const existing = loadConfigFile();
     const defaults = getDefaultConfig();
     const merged = {
@@ -74,20 +75,56 @@ To create a Supabase project:
     };
     writeFileSync(configPath, JSON.stringify(merged, null, 2) + '\n');
     console.error('Config saved to ~/.ledger/config.json\n');
-    // Step 4: Verify Supabase connection by checking for notes table
+    return { supabaseUrl, supabaseKey, openaiKey };
+}
+/** Check if credentials file exists and has all required keys. */
+export function hasCredentials() {
+    const envPath = resolve(getLedgerDir(), '.env');
+    if (!existsSync(envPath))
+        return false;
+    const content = readFileSync(envPath, 'utf-8');
+    return content.includes('SUPABASE_URL=') &&
+        content.includes('SUPABASE_SERVICE_ROLE_KEY=') &&
+        content.includes('OPENAI_API_KEY=');
+}
+/** Read raw credentials from the .env file without prompting. */
+export function readCredentials() {
+    const envPath = resolve(getLedgerDir(), '.env');
+    if (!existsSync(envPath))
+        return null;
+    let supabaseUrl = '';
+    let supabaseKey = '';
+    let openaiKey = '';
+    const content = readFileSync(envPath, 'utf-8');
+    for (const line of content.split('\n')) {
+        const eqIndex = line.indexOf('=');
+        if (eqIndex === -1)
+            continue;
+        const key = line.slice(0, eqIndex);
+        const value = line.slice(eqIndex + 1);
+        if (key === 'SUPABASE_URL')
+            supabaseUrl = value;
+        if (key === 'SUPABASE_SERVICE_ROLE_KEY')
+            supabaseKey = value;
+        if (key === 'OPENAI_API_KEY')
+            openaiKey = value;
+    }
+    if (!supabaseUrl || !supabaseKey || !openaiKey)
+        return null;
+    return { supabaseUrl, supabaseKey, openaiKey };
+}
+/** Connect to Supabase + OpenAI, run migrations if needed. Returns clients + note count. */
+export async function connectAndMigrate(creds) {
+    // Verify Supabase connection
     console.error('Connecting to Supabase...');
-    const supabase = createClient(supabaseUrl, supabaseKey);
+    const supabase = createClient(creds.supabaseUrl, creds.supabaseKey);
     const { error: connError } = await supabase
         .from('notes')
         .select('id')
         .limit(1);
-    // If notes table doesn't exist, it's a new database
     const isNew = connError !== null;
     if (isNew && !connError.message.includes('notes')) {
-        // Connection-level error (bad URL, bad key), not just missing table
-        console.error(`Connection error: ${connError.message}`);
-        console.error('Check your Supabase URL and service role key.');
-        process.exit(1);
+        throw new Error(`Connection error: ${connError.message}`);
     }
     if (isNew) {
         console.error('Connected (new database).\n');
@@ -95,19 +132,18 @@ To create a Supabase project:
     else {
         console.error('Connected.\n');
     }
-    // Step 5: Validate OpenAI key
+    // Validate OpenAI key
     console.error('Validating OpenAI key...');
+    const openai = new OpenAI({ apiKey: creds.openaiKey });
     try {
-        const openai = new OpenAI({ apiKey: openaiKey });
         await openai.embeddings.create({ model: 'text-embedding-3-small', input: 'test' });
         console.error('OpenAI key valid.\n');
     }
     catch (e) {
-        console.error(`OpenAI key invalid: ${e.message}`);
-        console.error('Check your OpenAI API key.');
-        process.exit(1);
+        throw new Error(`OpenAI key invalid: ${e.message}`);
     }
-    // Step 6: Run migrations or confirm existing
+    // Run migrations if new database
+    let noteCount = 0;
     if (isNew) {
         console.error('New database detected. Setting up schema...\n');
         const files = getMigrationFiles();
@@ -121,14 +157,12 @@ To create a Supabase project:
         console.error('='.repeat(60));
         console.error('');
         await ask('Press Enter after running the SQL...');
-        // Verify
         const { error: verifyError } = await supabase
             .from('notes')
             .select('id')
             .limit(1);
         if (verifyError) {
-            console.error('Notes table not found. Make sure you ran all the SQL above.');
-            process.exit(1);
+            throw new Error('Notes table not found. Make sure you ran all the SQL above.');
         }
         console.error('Schema verified.\n');
     }
@@ -136,9 +170,22 @@ To create a Supabase project:
         const { count } = await supabase
             .from('notes')
             .select('*', { count: 'exact', head: true });
-        console.error(`Found existing Ledger with ${count ?? 0} notes.\n`);
+        noteCount = count ?? 0;
+        console.error(`Found existing Ledger with ${noteCount} notes.\n`);
+    }
+    return { supabase, openai, noteCount };
+}
+// --- Standalone init command (delegates to helpers) ---
+export async function init() {
+    console.error('Welcome to Ledger.\n');
+    const creds = await gatherCredentials();
+    try {
+        await connectAndMigrate(creds);
+    }
+    catch (e) {
+        console.error(e.message);
+        process.exit(1);
     }
-    // Step 7: Offer daily backup
     const wantBackup = await confirm('Enable daily local backup? (Saves all notes to ~/.ledger/backups/ at 1am)');
     if (wantBackup) {
         enableBackupCron();

package/dist/commands/list.js

@@ -0,0 +1,10 @@
+import { opListNotes } from '../lib/notes.js';
+export async function list(config, options) {
+    const result = await opListNotes({ supabase: config.supabase, openai: config.openai }, options.limit, options.type, options.project);
+    if (result.status === 'error') {
+        console.error(result.message);
+        process.exit(1);
+    }
+    // List output goes to stdout (machine-readable)
+    console.log(result.message);
+}

package/dist/commands/migrate.js

@@ -1,7 +1,7 @@
 import { readFileSync, existsSync, mkdirSync, cpSync, readdirSync } from 'fs';
 import { resolve, basename, join } from 'path';
 import { homedir } from 'os';
-import { searchNotes } from '../lib/notes.js';
+import { searchNotes, inferDelivery } from '../lib/notes.js';
 import { contentHash } from '../lib/hash.js';
 import { confirm, choose } from '../lib/prompt.js';
 export async function migrate(config) {
@@ -76,7 +76,7 @@ async function backupExisting(config) {
     }
     return backupDir;
 }
-function parseReferences(config) {
+export function parseReferences(config) {
     const referenced = new Set();
     // Parse MEMORY.md for linked files: [name](filename.md)
     const memoryMdPath = resolve(config.memoryDir, 'MEMORY.md');
@@ -103,7 +103,7 @@ function parseReferences(config) {
     }
     return referenced;
 }
-function getMemoryFiles(config) {
+export function getMemoryFiles(config) {
     if (!existsSync(config.memoryDir))
         return [];
     return readdirSync(config.memoryDir)
@@ -369,6 +369,7 @@ async function uploadNewNote(config, filename, content, hash) {
         .eq('metadata->>upsert_key', upsertKey)
         .limit(1)
         .single();
+    const delivery = inferDelivery(noteType);
     if (existing) {
         await updateNote(config, existing.id, content, {
             type: noteType,
@@ -376,9 +377,9 @@ async function uploadNewNote(config, filename, content, hash) {
             upsert_key: upsertKey,
             local_file: filename,
             content_hash: hash,
-            local_cache: true,
+            delivery,
         });
-        console.error(`  Updated existing note ${existing.id} (type: ${noteType}, cached)`);
+        console.error(`  Updated existing note ${existing.id} (type: ${noteType}, delivery: ${delivery})`);
         return;
     }
     const { data, error } = await config.supabase
@@ -391,7 +392,7 @@ async function uploadNewNote(config, filename, content, hash) {
             upsert_key: upsertKey,
             local_file: filename,
             content_hash: hash,
-            local_cache: true,
+            delivery,
         },
         embedding,
     })
@@ -401,7 +402,7 @@ async function uploadNewNote(config, filename, content, hash) {
         console.error(`  Error uploading: ${error.message}`);
         return;
     }
-    console.error(`  Uploaded (note ${data.id}, type: ${noteType}, cached)`);
+    console.error(`  Uploaded (note ${data.id}, type: ${noteType}, delivery: ${delivery})`);
 }
 async function uploadFeedbackNote(config, upsertKey, content) {
     const embeddingResponse = await config.openai.embeddings.create({
@@ -421,7 +422,7 @@ async function uploadFeedbackNote(config, upsertKey, content) {
             upsert_key: upsertKey,
             local_file: localFile,
             content_hash: hash,
-            local_cache: true,
+            delivery: inferDelivery('feedback'),
         },
         embedding,
     })

package/dist/commands/onboard.js

@@ -1,5 +1,5 @@
 import { getLedgerDir } from '../lib/config.js';
-import { fetchCachedNotes } from '../lib/notes.js';
+import { fetchPersonaNotes } from '../lib/notes.js';
 import { contentHash } from '../lib/hash.js';
 import { ask, confirm, choose } from '../lib/prompt.js';
 import { existsSync } from 'fs';
@@ -42,7 +42,7 @@ export async function onboard(config) {
         process.exit(1);
     }
     // Check if persona already exists
-    const existing = await fetchCachedNotes(config.supabase);
+    const existing = await fetchPersonaNotes(config.supabase);
     const hasProfile = existing.some(n => n.metadata.type === 'user-preference');
     const hasFeedback = existing.some(n => n.metadata.type === 'feedback');
     if (hasProfile || hasFeedback) {
@@ -177,7 +177,7 @@ async function createNote(config, input) {
             agent: 'ledger-onboard',
             upsert_key: upsertKey,
             local_file: localFile,
-            local_cache: true,
+            delivery: 'persona',
             content_hash: contentHash(content),
         },
         embedding,

package/dist/commands/pull.js

@@ -1,11 +1,11 @@
 import { writeFileSync, readFileSync, mkdirSync, existsSync } from 'fs';
 import { resolve } from 'path';
-import { fetchCachedNotes, updateNoteHash } from '../lib/notes.js';
+import { fetchPersonaNotes, updateNoteHash } from '../lib/notes.js';
 import { contentHash } from '../lib/hash.js';
 import { generateClaudeMd, generateMemoryMd } from '../lib/generators.js';
 export async function pull(config, options) {
     const { quiet, force } = options;
-    const notes = await fetchCachedNotes(config.supabase);
+    const notes = await fetchPersonaNotes(config.supabase);
     if (notes.length === 0) {
         if (!quiet)
             console.error('No cached notes found in Ledger.');