@tiagojct/subsub 0.11.0 → 0.11.1

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package/README.md CHANGED
@@ -1,226 +1,166 @@
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  # Sub-Sub
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- [![npm version](https://img.shields.io/npm/v/@tiagojct/subsub.svg?style=flat-square&color=0b62cf)](https://www.npmjs.com/package/@tiagojct/subsub)
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- [![Website](https://img.shields.io/badge/website-subsub.tiagojacinto.eu-e0832a.svg?style=flat-square)](https://subsub.tiagojacinto.eu)
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- [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg?style=flat-square)](https://opensource.org/licenses/MIT)
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- [![Node Version](https://img.shields.io/badge/node-%3E%3D22.19.0-339933.svg?style=flat-square)](https://nodejs.org)
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- [![Platform: macOS | Linux | Windows](https://img.shields.io/badge/platform-macOS%20%7C%20Linux%20%7C%20Windows-lightgrey.svg?style=flat-square)](#requirements)
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+ [![npm](https://img.shields.io/npm/v/@tiagojct/subsub.svg?style=flat-square&color=1d4f7c)](https://www.npmjs.com/package/@tiagojct/subsub)
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+ [![Website](https://img.shields.io/badge/website-subsub.tiagojacinto.eu-a33b14.svg?style=flat-square)](https://subsub.tiagojacinto.eu)
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+ [![Licence: MIT](https://img.shields.io/badge/licence-MIT-5f5c55.svg?style=flat-square)](LICENSE)
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- A Zotero librarian and research assistant that runs on your computer, in your browser or in your terminal. It is built on the [pi](https://pi.dev) agent and connects directly to your local Zotero library through Zotero's local API.
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+ Your research assistant, working from your own Zotero library.
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- > *"This mere painstaking burrower and grub-worm of a poor devil of a Sub-Sub appears to have gone through the long Vaticans and street-stalls of the earth, picking up whatever random allusions to whales he could anyways find in any book whatsoever."*
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- > — Herman Melville, *Moby-Dick* (Extracts)
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+ Sub-Sub reads what you already have, finds what you are missing in PubMed, Europe PMC and OpenAlex, and writes notes in Markdown. It also keeps the library in order: it imports, tags and repairs references, and shows you each change before it happens. It runs on your computer, in the browser or in the terminal. It is built on the [pi](https://pi.dev) agent and talks to Zotero through Zotero's local API.
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- ---
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+ Website and guide: https://subsub.tiagojacinto.eu
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- ## Highlights
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+ > "This mere painstaking burrower and grub-worm of a poor devil of a Sub-Sub appears to have gone through the long Vaticans and street-stalls of the earth, picking up whatever random allusions to whales he could anyways find in any book whatsoever."
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+ > Herman Melville, Moby-Dick (1851), the Extracts
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- * **Code-Enforced Safety Gate**: The model **cannot** modify your library without your explicit approval. Every change is calculated first as a dry-run preview (+added in green, -removed in red) and executed only when you confirm.
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- * **Full Journal & Reversible Edits**: Every library modification is recorded with a unique journal ID and can be reverted anytime using `/undo`.
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- * **Two modes**: The **Researcher** (the default) reads items, searches PubMed, Europe PMC and OpenAlex, finds gaps, checks citations in manuscripts and writes Markdown notes in your Sub-Sub folder (it can sit inside an Obsidian vault). It also does everything the Librarian does, so you can research a topic and import and tag what you find in the same conversation. The **Librarian** manages the library only: it tags, imports by DOI, PMID or ISBN, repairs metadata, finds duplicates, attaches open-access PDFs and checks retractions. It has no search tools; use it with a fast, cheap model for tagging sessions. Each mode can have its own model. In both modes, every library change needs your approval.
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- * **Local & Private**: Listens strictly on `127.0.0.1` protected by an authenticated single-origin session cookie. Your library contents remain on your computer.
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- * **Modern Web Interface & Terminal UI**: Use Sub-Sub in your browser with desktop shortcuts (`~/Applications/Sub-Sub.app`, Start menu, or `.desktop`), or launch it right in your terminal with adaptive color themes.
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+ ## What it does
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- ---
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+ Sub-Sub has two modes.
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+
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+ - The Researcher (the default) reads items in your library, searches PubMed, Europe PMC and OpenAlex in one merged search, finds gaps, checks the citations in a manuscript, and writes notes in your Sub-Sub folder. It also does everything the Librarian does, so you can find papers and import and tag them in the same conversation.
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+ - The Librarian only manages the library: it tags items, imports by DOI, PMID or ISBN, repairs metadata, finds duplicates, attaches open-access PDFs and checks retractions. It has no search tools. Give it a fast, cheap model for long tagging sessions.
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+
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+ Each mode can have its own model. Switch with `/researcher` and `/librarian`, or with the buttons in the browser view.
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+
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+ Every library change works the same way in both modes:
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+
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+ - The Zotero server computes the change first. Sub-Sub shows it to you (added tags in green, removed tags in red) and applies it only when you select Yes. The check is in the program, so the model cannot skip it.
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+ - Each change sends the item's version, so an edit you make in Zotero at the same time is not overwritten.
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+ - Every change is journaled. `/undo` reverts it.
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+ - Nothing is deleted: items go to the Zotero trash. Only tags from your tag list can be added.
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  ## Profiles
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- Profiles calibrate how much Sub-Sub drafts and executes for you. Choose your profile during `subsub init` or change it on the fly with `/profile <name>`.
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+ The profile sets how much Sub-Sub writes for you and which tools it offers. Choose it in `subsub init`, or change it with `/profile`.
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- | Profile | Description |
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+ | Profile | What Sub-Sub does |
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  |---|---|
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- | **Reader** | Guided and instructional. Reading notes are quotes with page numbers and reflective questions. Never generates unrequested summaries or syntheses. No bulk library edits. |
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- | **Scholar** | Full research workflow: literature notes, conceptual syntheses, database searches, alerts, and all library changes. |
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- | **Author** | Scholar capabilities plus manuscript workflows: citation auditing against your library, automated Pandoc/Quarto bibliographies, and argument analysis. It critiques but does not write your paragraphs. |
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- | **Editor** | Everything unlocked, including drafting full manuscript sections and abstracts upon request. |
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-
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- > [!NOTE]
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- > A profile is your own operational baseline, not a rigid constraint. You can switch between profiles whenever your research focus shifts.
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+ | Reader | Reading notes with quotations, page numbers and questions for you. No summaries or syntheses unless you ask. No bulk library changes. |
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+ | Scholar | Literature notes, syntheses, searches, alerts and all library changes. |
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+ | Author | Scholar, plus manuscript work: citation checks against your library, bibliographies for Pandoc and Quarto, and comments on the argument. It does not write your paragraphs. |
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+ | Editor | Everything, including drafts of manuscript sections and abstracts when you ask. |
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- ---
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+ The [Profiles page](https://subsub.tiagojacinto.eu/profiles/) lists the tools and commands for each profile and mode.
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  ## Requirements
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- * **Zotero 10 or later** running locally. In Zotero, enable:
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- *Settings > Advanced > "Allow other applications on this computer to communicate with Zotero"*.
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- * **Node.js 22.19** or later.
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- * **[uv](https://docs.astral.sh/uv/)** fast Python package manager.
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- * **Model Provider Account**: Any provider supported by pi (e.g., OpenCode Go, OpenRouter, Anthropic, OpenAI, Mistral, DeepSeek, Google Gemini, or local Ollama).
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- * **OS**: macOS, Linux, or Windows.
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-
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- ---
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+ - Zotero 10 or later, running, with Settings > Advanced > "Allow other applications on this computer to communicate with Zotero" on.
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+ - Node.js 22.19 or later, and [uv](https://docs.astral.sh/uv/). The installers add both if they are missing.
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+ - An account with a model provider that pi supports (for example OpenCode Go, OpenRouter, Anthropic, OpenAI, Mistral, Google), or a local model.
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+ - macOS, Linux or Windows.
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  ## Install
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- ### Quick Installers
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-
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- Automated installers handle Node.js, uv, and desktop shortcuts:
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-
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- * **macOS & Linux**:
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- ```sh
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- curl -fsSL https://subsub.tiagojacinto.eu/install.sh | sh
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- ```
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- * **Windows (PowerShell)**:
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- ```powershell
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- powershell -ExecutionPolicy ByPass -c "irm https://subsub.tiagojacinto.eu/install.ps1 | iex"
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- ```
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-
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- ### Manual Installation
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-
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- 1. Install the global package:
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- ```sh
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- npm install -g @tiagojct/subsub
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- ```
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- 2. Run setup:
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- ```sh
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- subsub init
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- ```
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- Answer the interactive prompts (press <kbd>Enter</kbd> to accept defaults). This creates your Sub-Sub folder (`~/Documents/Sub-Sub`, or `Sub-Sub` inside your Obsidian vault) with `Inbox/`, `Literature/`, `Syntheses/`, `Research/` and `Zotero/`, sets up a starter tag list (`Zotero/Zotero tags.md`), and writes the note formats (`Zotero/Zotero agent.md`).
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- 3. Verify your environment:
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- ```sh
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- subsub doctor
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- ```
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- Resolve any items marked with `FIX`.
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- 4. Install system shortcuts:
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- ```sh
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- subsub shortcut
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- ```
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- Creates `~/Applications/Sub-Sub.app` on macOS, Start menu & desktop shortcuts on Windows, or an application launcher on Linux.
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- 5. Launch Sub-Sub:
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- Open the shortcut or run `subsub web`. Connect your model provider via the **Model** dialog with an API key (or in the terminal via `subsub`, then `/login`).
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-
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- If you already use [pi](https://pi.dev), you can add Sub-Sub as an extension:
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+ macOS and Linux:
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+
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  ```sh
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- pi install npm:@tiagojct/subsub
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+ curl -fsSL https://subsub.tiagojacinto.eu/install.sh | sh
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  ```
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- The underlying Python servers ([zotero-local-mcp](https://github.com/tiagojct/zotero-local-mcp)) run via `uv` from PyPI. To run from a local checkout, specify `"serverDir": "/path/to/zotero-local-mcp"` in your configuration.
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+ Windows (PowerShell):
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- ---
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+ ```powershell
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+ powershell -ExecutionPolicy ByPass -c "irm https://subsub.tiagojacinto.eu/install.ps1 | iex"
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+ ```
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- ## Web View
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+ The installers put everything in your user folder (`~/.subsub`), run `subsub init`, and add a Sub-Sub shortcut. You do not need administrator rights.
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- Starting Sub-Sub with `subsub web` (or `subsub serve`) launches the browser application:
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+ With npm:
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- * **Approval Previews**: Shows server-computed dry-run diffs directly in the UI. Changes are applied only after clicking **Yes** or pressing <kbd>Y</kbd>.
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- * **Keyboard-First Review**: In approval dialogs, press <kbd>Y</kbd> or <kbd>Cmd</kbd>/<kbd>Ctrl</kbd>+<kbd>Enter</kbd> to approve, or <kbd>N</kbd>/<kbd>Esc</kbd> to decline.
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- * **Mode buttons**: Researcher and Librarian, in the header. The side panel shows the actions of the mode: Research and Library in the Researcher, Library only in the Librarian. The model button saves the model for the current mode, or for both modes.
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- * **Theme Switcher**: Header toggle between **Light**, **Dark**, and **System** themes.
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- * **One-Click Copy**: Built-in copy buttons on all code snippets, BibTeX records, and assistant literature notes.
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- * **Session Search & Markdown Export**: Filter conversation history in real time and download full discussions as Markdown notes.
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- * **Local Security**: Binds strictly to `127.0.0.1`. The initial link carries a random token that converts into an `HttpOnly`, `SameSite=Strict` cookie. Protected with strict Content Security Policy (CSP), origin validation, and sanitized output.
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- * **Auto-Idle Management**: A single daemon serves requests and stops automatically after 10 minutes of inactivity when no pages remain open. Use `--stay` to keep running indefinitely, or `--idle N` to change the timeout.
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+ ```sh
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+ npm install -g @tiagojct/subsub
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+ subsub init
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+ subsub doctor
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+ ```
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- ---
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+ `subsub init` asks a few questions. Press Enter to accept the default. It creates the Sub-Sub folder (`~/Documents/Sub-Sub`, or a `Sub-Sub` folder inside your Obsidian vault) with `Inbox/`, `Literature/`, `Syntheses/`, `Research/` and `Zotero/`, a starter tag list (`Zotero/Zotero tags.md`) and the note formats (`Zotero/Zotero agent.md`). `subsub doctor` checks the set-up; each line marked FIX says what to do.
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- ## Usage
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+ If you already use pi, you can add Sub-Sub to it: `pi install npm:@tiagojct/subsub`.
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- ### Starting and commands
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+ Sub-Sub runs its Zotero server, [zotero-local-mcp](https://github.com/tiagojct/zotero-local-mcp), from PyPI with uv.
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- ```sh
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- subsub # Start in the terminal (Researcher)
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- subsub --librarian # Start in the Librarian
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- subsub web # Start browser view
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- subsub -c # Continue the previous session
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- subsub -r # Resume an older session
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- ```
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+ ## Use
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- Commands available within Sub-Sub:
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-
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- * `/researcher`: Change to the Researcher (research and library). Each mode can have its own model.
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- * `/librarian`: Change to the Librarian (library only).
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- * `/profile [name]`: View or change active profile (`reader`, `scholar`, `author`, `editor`).
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- * `/subsub`: Display Zotero connection health and library statistics.
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- * `/history`: List recent library changes with journal IDs.
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- * `/undo [id]`: Revert the last change (or a specific journal ID).
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-
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- ### Built-in Prompt Templates
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- Type the command followed by arguments:
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-
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- * **Library (both modes)**:
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- * `/tag-batch [size]`: Tag untagged items using your tag vocabulary.
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- * `/clean-tags`: Find irregular tags and reconcile with your vocabulary.
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- * `/import-queue [path]`: Import pending references from an inbox note.
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- * **Research (Researcher)**:
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- * `/lit <question>`: Literature review: the library first, then PubMed, Europe PMC and OpenAlex in one merged search; reads before it summarises; an evidence table, agreement, disagreement and open questions; references checked; one note in `Research/` (Scholar, Author, Editor).
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- * `/compare <question or citekeys>`: Source matrix (claim, evidence type, caveats, confidence), agreements and disagreements (Scholar, Author, Editor).
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- * `/review <path>`: Critical review of your own manuscript: FATAL, MAJOR and MINOR issues against the reporting guideline that applies (CONSORT, STROBE, PRISMA, STARD, TRIPOD), with quotations and a revision plan. Comments only (Author, Editor).
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- * `/digest [days] [topic]`: Digest of the last days (default 7): what the new notes and alerts change, works worth reading, open questions, decisions for you (Scholar, Author, Editor).
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- * `/request-copy <citekey, DOI or PMID>`: Draft an email to the corresponding author asking for a copy of a paper that is not open access. The address comes from the PubMed record; you send the email yourself.
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- * `/lit-note <citekey>`: Generate an in-depth literature note from item fulltext.
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- * `/synthesis <topic>`: Synthesize library findings on a specific topic.
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- * `/gaps <topic>`: Identify unanswered questions and literature gaps.
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- * `/manuscript <path>`: Cross-check manuscript citations against your library.
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- * `/verify <path> [claims]`: Check that each cited work exists, matches its citation and was not retracted (needs the Starbuck add-on). With `claims`, also check whether each source supports the sentence that cites it.
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- * `/alert`: Check PubMed and OpenAlex for new publications matching research topics.
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-
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- ### Batch Tag Review
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-
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- To preview or apply batch tag reviews generated in your `Inbox/`:
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  ```sh
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- subsub review preview 13-31
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- subsub review apply 13-31
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+ subsub web # in the browser
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+ subsub # in the terminal
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+ subsub --librarian # in the terminal, in the Librarian
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+ subsub -c # continue the last conversation
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+ subsub --help # all commands
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  ```
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- ---
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+ In the browser view, connect a model provider with the model button. In the terminal, type `/login`.
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- ## Configuration
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+ Commands in Sub-Sub:
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- `subsub init` writes settings to `~/.config/subsub/config.json` (or `$SUBSUB_CONFIG`):
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+ | Command | What it does |
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+ |---|---|
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+ | `/researcher`, `/librarian` | Switch the mode |
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+ | `/profile [name]` | Show or change the profile |
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+ | `/subsub` | Zotero connection, mode, model and library counts |
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+ | `/history`, `/undo [id]` | Recent library changes; undo the last one or one by its id |
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+ | `/tag-batch [size]` | Tag items that have no topic, with your tag list |
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+ | `/clean-tags` | Find tags that are not in your tag list and propose fixes |
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+ | `/import-queue [path]` | Import the references in the import queue note |
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+ | `/lit <question>` | Literature review: the library first, then one merged search; an evidence table, agreement, disagreement and open questions; one note in `Research/` |
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+ | `/compare <question or citekeys>` | A matrix of sources: claim, evidence, caveats, confidence |
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+ | `/lit-note <citekey>` | A literature note on one item, from its full text |
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+ | `/synthesis <topic>` | A synthesis of what the library says on a topic |
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+ | `/gaps <topic>` | Open questions and gaps in the literature |
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+ | `/manuscript <path>` | Check a manuscript's citations against the library |
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+ | `/review <path>` | Comments on your own manuscript against the reporting guideline that applies (CONSORT, STROBE, PRISMA, STARD, TRIPOD, CHEERS, SRQR, COREQ). Comments only, next to the manuscript |
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+ | `/verify <path> [claims]` | Check that each cited work exists, matches its citation and was not retracted; with `claims`, also whether each source supports its sentence (Starbuck add-on) |
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+ | `/alert` | New publications for your saved searches |
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+ | `/digest [days] [topic]` | What changed in the last days: new notes, alerts, works worth reading |
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+ | `/request-copy <citekey, DOI or PMID>` | A draft email to the corresponding author for a paper that is not open access. You send it yourself |
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+ The library commands work in both modes; the research commands need the Researcher. Some commands depend on the profile (see the Profiles page).
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+
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+ To check or apply a tag review note from `Inbox/` outside Sub-Sub:
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- | Setting | Type | Description | Default |
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- |---|---|---|---|
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- | `profile` | string | `reader`, `scholar`, `author`, or `editor` | `"scholar"` |
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- | `userName` | string | Name used by the agent in replies | `"the user"` |
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- | `about` | string | Brief background context about your research domain | `null` |
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- | `language` | string | Response language, or `"auto"` to match your input | `"English"` |
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- | `vault` | string | Path to your Sub-Sub folder | `$ZOTERO_VAULT` |
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- | `models` | object | The model for each mode, as provider/id: `{"librarian": ..., "researcher": ...}`; `{}` to choose them in Sub-Sub. The 0.10 key `model` (one for both modes) still works; `libraryChanges` is ignored. | `{"librarian": "opencode-go/mimo-v2.6-flash", "researcher": "opencode-go/mimo-v2.6-pro"}` |
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- | `defaultMode` | string | `"researcher"` or `"librarian"`: the mode Sub-Sub starts in | `"researcher"` |
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- | `serverDir` | string | Local development path for `zotero-local-mcp` | PyPI package |
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- | `look` | boolean| Show header banners and status lines in terminal | `true` |
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- | `quotes` | boolean| Display quotes from *Moby-Dick* in terminal banner | `true` |
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- | `themes` | string or false | Terminal theme family (`subsub-glauca` or `subsub-try-works`); `false` keeps your pi theme | `"subsub-glauca"` |
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- | `addons` | array | Optional servers; `["starbuck"]` adds reference checks | `[]` |
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- | `starbuckDir` | string | Local Starbuck folder (used when it has a `pyproject.toml`) | `~/Projects/starbuck` |
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+ ```sh
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+ subsub review preview 13-31
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+ subsub review apply 13-31
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+ ```
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- Server-level configurations (Sub-Sub folder, tag list, alerts file, Unpaywall email) reside in `~/.config/zotero-local-mcp/env`.
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+ ## Settings
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- ### Papers that are not open access
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+ `subsub init` writes `~/.config/subsub/config.json` (or the file in `$SUBSUB_CONFIG`). You can also edit it.
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- Sub-Sub finds open-access copies (Unpaywall, Europe PMC). For other papers, use Sub-Sub on your institution's network (at FMUP: the U.Porto network), where the DOI link opens the publisher's version through the library's subscriptions, or use `/request-copy` to ask the author. Sub-Sub does not use unlicensed sources.
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+ | Setting | Meaning | Default |
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+ |---|---|---|
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+ | `profile` | `reader`, `scholar`, `author` or `editor` | `scholar` |
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+ | `userName`, `about` | Your name and one line about you, for the replies | none |
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+ | `language` | Language of replies and notes, or `auto` for the language you write in | `English` |
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+ | `vault` | The Sub-Sub folder | from the server settings |
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+ | `models` | The model for each mode, as provider/id: `{"librarian": "...", "researcher": "..."}`. `{}` means you choose in Sub-Sub | `opencode-go/mimo-v2.6-flash` and `opencode-go/mimo-v2.6-pro` |
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+ | `defaultMode` | `researcher` or `librarian` | `researcher` |
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+ | `addons` | `["starbuck"]` adds reference checks | `[]` |
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+ | `serverDir` | A local copy of zotero-local-mcp, for development | the PyPI release |
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+ | `starbuckDir` | A local copy of Starbuck, for development | the pinned release |
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+ | `look`, `quotes`, `themes` | The terminal header, the Moby-Dick quotations, and the terminal colours (`subsub-glauca`, `subsub-try-works`, or `false` for your pi theme) | on, on, `subsub-glauca` |
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- ### Reference checks (Starbuck add-on)
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+ The settings of the Zotero server (Sub-Sub folder, tag list, alerts file, contact email) are in `~/.config/zotero-local-mcp/env`.
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- [Starbuck](https://github.com/tiagojct/starbuck) checks references: does each cited work exist, do the title, first author and year match, was it retracted or corrected, and (on request) does the source support the sentence that cites it.
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+ ## Privacy
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- 1. Add the add-on to the settings file:
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- ```json
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- "addons": ["starbuck"]
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- ```
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- 2. Optional: set `"starbuckDir"` to a local copy of Starbuck. Without it, Sub-Sub runs the pinned Starbuck release with uv.
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- 3. Start Sub-Sub again and run `subsub doctor`. The line `Starbuck` must show `ok`.
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+ Your library stays in Zotero; Sub-Sub uses Zotero's local API and never your zotero.org account. The model provider you choose receives your messages and what the tools return (titles, abstracts, tags, and passages of full texts when you ask for them). PubMed, Europe PMC, OpenAlex, Crossref, Unpaywall and Open Library receive identifiers and search terms, with your contact email if you gave one. Sub-Sub sends no usage data. The browser view listens only on 127.0.0.1 and needs the random key in the address that `subsub web` opens. Details: https://subsub.tiagojacinto.eu/privacy/
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- The Researcher gets four tools: `verify_check_manuscript`, `verify_check_references`, `verify_prepare_claims` and `verify_record_claims`. Starbuck writes its report to a `_starbuck` folder next to the manuscript. Inside the Sub-Sub folder or the working folder this needs no approval; elsewhere Sub-Sub asks first. Starbuck gets the contact email from the zotero-local-mcp env file. For the claim check, Sub-Sub's own model judges; Starbuck checks that every quoted passage is in the source.
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+ ## Papers that are not open access
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150
 
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- ---
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+ Sub-Sub finds open-access copies through Unpaywall and Europe PMC. For other papers, use Sub-Sub on your institution's network, where the DOI link opens the publisher's version through the library's subscriptions, or use `/request-copy`. Sub-Sub does not use unlicensed sources.
208
152
 
209
- ## Model Evaluation (`subsub-bench`)
153
+ ## Reference checks (Starbuck)
210
154
 
211
- Evaluate how accurately different LLMs tag, import, and synthesize literature against your own library without applying changes:
155
+ [Starbuck](https://github.com/tiagojct/starbuck) is an optional add-on. It checks that each cited work exists, that its title, first author and year match the citation, and that it was not retracted or corrected. On request, it also checks whether the source supports the sentence that cites it; Sub-Sub's model judges, and Starbuck checks that every quoted passage is in the source.
212
156
 
213
- ```sh
214
- subsub-bench prepare # Sample realistic test tasks from your library
215
- subsub-bench run # Run models in parallel against safety-isolated sandbox
216
- subsub-bench score # Generate objective evaluation scorecard (results.md)
217
- ```
157
+ Turn it on in `subsub init`, with the switch in the browser view, or with `"addons": ["starbuck"]` in the settings. Then `subsub doctor` must show Starbuck ok. Starbuck writes its report in a `_starbuck` folder next to the manuscript.
218
158
 
219
- Measures tag accuracy, adherence to vocabulary, hallucinated citations, token usage, cost, and latency.
159
+ ## Model test
220
160
 
221
- ---
161
+ `subsub-bench` runs several models on the same tasks against your own library and scores them. Nothing in the library changes. See [docs/model-test.md](https://github.com/tiagojct/subsub/blob/main/docs/model-test.md) and the [Models page](https://subsub.tiagojacinto.eu/models/) for the latest results.
222
162
 
223
- ## Development & Testing
163
+ ## Development
224
164
 
225
165
  ```sh
226
166
  git clone https://github.com/tiagojct/subsub.git
@@ -230,13 +170,8 @@ npm test
230
170
  npm run build
231
171
  ```
232
172
 
233
- Run end-to-end integration tests (real agent, Python MCP servers, fake Zotero, scripted LLM):
234
- ```sh
235
- ZLM_DIR=/path/to/zotero-local-mcp npm run test:e2e
236
- ```
237
-
238
- ---
173
+ End-to-end tests (real pi and Python servers, a fake Zotero, a scripted model): `ZLM_DIR=/path/to/zotero-local-mcp npm run test:e2e`.
239
174
 
240
- ## License
175
+ ## Licence
241
176
 
242
- [MIT](LICENSE) © Tiago Jacinto. The `/lit`, `/compare` and `/review` prompts adapt text from [Feynman](https://github.com/Companion-Inc/feynman) (MIT); see [THIRD_PARTY_NOTICES](THIRD_PARTY_NOTICES).
177
+ [MIT](LICENSE), Tiago Jacinto. The `/lit`, `/compare` and `/review` prompts adapt text from [Feynman](https://github.com/Companion-Inc/feynman) (MIT); see [THIRD_PARTY_NOTICES](THIRD_PARTY_NOTICES). IBM Plex fonts: SIL Open Font License.
package/dist/bench.js CHANGED
@@ -1,6 +1,6 @@
1
1
  /**
2
2
  * subsub-bench: the same tasks for several models, against the real library,
3
- * with no changes applied. See docs/Subsub.md ("Model test").
3
+ * with no changes applied. See docs/model-test.md.
4
4
  *
5
5
  * subsub-bench prepare [--seed 7] pick the tasks (read-only)
6
6
  * subsub-bench run [--models a,b] [--librarian a,b] [--researcher c,d] [--parallel 3] [--only task]
@@ -54,7 +54,7 @@ export function promptFor(task, t, code, out) {
54
54
  case "lit_note":
55
55
  return t.lit_note
56
56
  ? `Make a literature note for ${t.lit_note.citekey}, following the literature-note format in the shared rules. Read the full text. ` +
57
- `This is a model test: save the note as ${join(out, `${t.lit_note.citekey}.md`)} instead of Resources/Zotero/, and do not attach anything to Zotero.`
57
+ `This is a model test: save the note as ${join(out, `${t.lit_note.citekey}.md`)} instead of Literature/ in the Sub-Sub folder, and do not attach anything to Zotero.`
58
58
  : undefined;
59
59
  case "synthesis":
60
60
  return t.synthesis
package/dist/cli.js CHANGED
@@ -143,11 +143,36 @@ export function reviewCommand(args, cfg, env = process.env) {
143
143
  env: { ...env, ...(cfg.envFile ? { ZOTERO_MCP_ENV: cfg.envFile } : {}) },
144
144
  };
145
145
  }
146
+ const HELP = `Sub-Sub: your research assistant, working from your own Zotero library.
147
+
148
+ Usage:
149
+ subsub Start Sub-Sub in the terminal
150
+ subsub --librarian Start in the Librarian, which only manages the library
151
+ subsub web Open Sub-Sub in the browser
152
+ subsub init Set up or change the settings (folder, tag list, profile, models)
153
+ subsub doctor Check the set-up; each line marked FIX says what to do
154
+ subsub shortcut Add a Sub-Sub shortcut (--remove takes it away)
155
+ subsub review preview|apply <note>
156
+ Check or apply a tag review note from Inbox/
157
+ subsub --version Show the versions
158
+
159
+ Options:
160
+ --here Work in the current folder, not in the Sub-Sub folder
161
+
162
+ In Sub-Sub, type /subsub for the state, /researcher or /librarian to switch modes,
163
+ /profile to change the profile, /undo to undo the last change, and / for all commands.
164
+ Sub-Sub runs on pi: pi's options (for example --model, --resume) also work.
165
+
166
+ Docs: https://subsub.tiagojacinto.eu`;
146
167
  export async function run(argv = process.argv.slice(2)) {
147
168
  const env = process.env;
148
169
  const home = homedir();
149
170
  const here = argv.includes("--here");
150
171
  const args = argv.filter((a) => a !== "--here");
172
+ if (args[0] === "--help" || args[0] === "-h" || args[0] === "help") {
173
+ console.log(HELP);
174
+ return;
175
+ }
151
176
  if (args[0] === "--version" || args[0] === "-v") {
152
177
  const piPkg = join(dirname(fileURLToPath(import.meta.resolve("@earendil-works/pi-coding-agent"))), "..");
153
178
  console.log(`subsub ${packageVersion()} (pi ${packageVersion(piPkg)})`);
@@ -182,7 +207,13 @@ export async function run(argv = process.argv.slice(2)) {
182
207
  return;
183
208
  }
184
209
  if (isSelfUpdate(args)) {
185
- console.log(`Sub-Sub is not updated with "update". Its code is in ${PACKAGE_DIR}; after new code arrives, run "npm install" there.`);
210
+ if (PACKAGE_DIR.split(/[\\/]/).includes("node_modules")) {
211
+ console.log("Sub-Sub is not updated with \"update\". To update it, run the installer again (https://subsub.tiagojacinto.eu/install/);");
212
+ console.log("if you installed it with npm, type: npm install -g @tiagojct/subsub");
213
+ }
214
+ else {
215
+ console.log(`Sub-Sub is not updated with "update". Its code is in ${PACKAGE_DIR}; after new code arrives, run "npm install" there.`);
216
+ }
186
217
  console.log('To update packages added to Sub-Sub, use "subsub update --extensions".');
187
218
  process.exitCode = 1;
188
219
  return;
@@ -215,6 +246,8 @@ export async function run(argv = process.argv.slice(2)) {
215
246
  env.SUBSUB_CLI = "1";
216
247
  // pi's update notice would point to the global pi, not to this copy.
217
248
  env.PI_SKIP_VERSION_CHECK ??= "1";
249
+ // pi reports a first install to pi.dev and names itself to some providers; Sub-Sub sends no usage data.
250
+ env.PI_TELEMETRY ??= "0";
218
251
  process.argv = [process.argv[0], process.argv[1], ...args];
219
252
  const index = fileURLToPath(import.meta.resolve("@earendil-works/pi-coding-agent"));
220
253
  await import(__rewriteRelativeImportExtension(pathToFileURL(join(dirname(index), "bundle", "cli.js")).href));
package/dist/config.js CHANGED
@@ -113,7 +113,9 @@ export function loadConfig(env = process.env) {
113
113
  // "models" per mode; "model" (0.10) for both; {} or "" means: the user chooses in pi (/login, /model).
114
114
  const one = typeof user.model === "string" ? user.model : undefined;
115
115
  const given = user.models && typeof user.models === "object" ? user.models : undefined;
116
- const models = given ?? (one !== undefined ? { librarian: one || undefined, researcher: one || undefined } : { ...DEFAULT_MODELS });
116
+ // Without a settings file (no subsub init yet), the user chooses in pi: no default that may lack a key.
117
+ const fallback = existsSync(file) ? { ...DEFAULT_MODELS } : {};
118
+ const models = given ?? (one !== undefined ? { librarian: one || undefined, researcher: one || undefined } : fallback);
117
119
  for (const k of Object.keys(models))
118
120
  if (!models[k])
119
121
  delete models[k];
package/dist/doctor.js CHANGED
@@ -80,7 +80,8 @@ export function runChecks(cfg, env, deps = {}) {
80
80
  : { name: "Zotero", ok: false, detail: String(st.error ?? "not reachable"), fix: `Start Zotero 10 or later. ${ZOTERO_SETTING}` });
81
81
  const v = st.vocabulary ?? {};
82
82
  if (v.loaded === false || !v.tags) {
83
- out.push({ name: "Tag list", ok: false, detail: v.path ? `cannot read ${v.path}` : "not set", fix: "Type subsub init: it creates a starter tag list." });
83
+ const path = v.path && v.path !== "None" ? v.path : undefined; // the server writes Python's None when unset
84
+ out.push({ name: "Tag list", ok: false, detail: path ? `cannot read ${path}` : "not set", fix: "Type subsub init: it creates a starter tag list." });
84
85
  }
85
86
  else {
86
87
  const noTopics = Array.isArray(v.facets) && !v.facets.includes("topic");
package/dist/init.js CHANGED
@@ -103,8 +103,8 @@ export async function runInit(io, flags, env = process.env, deps = {}) {
103
103
  // Without questions (--yes), an existing folder stays exactly as it is.
104
104
  const keepAsIs = Boolean(flags.yes) && !flags.folder && !flags.notes && oldFolder !== undefined;
105
105
  const folderDefault = flags.folder ?? flags.notes ?? (oldFolder ? (keepAsIs ? oldFolder : subsubFolder(oldFolder)) : join(home, "Documents", FOLDER_NAME));
106
- const answer = expand((await io.ask("Sub-Sub folder (or an Obsidian vault)", folderDefault)).trim() || folderDefault, home);
107
- const notes = keepAsIs && answer === oldFolder ? answer : subsubFolder(answer);
106
+ const answer = expand(cleanPath(await io.ask("Sub-Sub folder (or an Obsidian vault)", folderDefault)) || folderDefault, home);
107
+ let notes = keepAsIs && answer === oldFolder ? answer : subsubFolder(answer);
108
108
  if (notes !== answer)
109
109
  io.say(`That is an Obsidian vault. Sub-Sub will use ${notes}.`);
110
110
  // ---- files of the old layout
@@ -119,8 +119,14 @@ export async function runInit(io, flags, env = process.env, deps = {}) {
119
119
  io.say(` and ${moves.length - 6} more`);
120
120
  move = await io.choose("Move them", [
121
121
  { value: "yes", label: "Move them (recommended)" },
122
- { value: "no", label: from === notes ? "Leave them; Sub-Sub still reads them from Systems/" : "Leave them where they are" },
122
+ // In a new folder, files left behind would not be read: then "no" means keeping the old folder.
123
+ { value: "no", label: from === notes ? "Leave them; Sub-Sub still reads them from Systems/" : flags.folder || flags.notes ? "Leave them where they are" : `Leave them, and keep using ${from}` },
123
124
  ], flags.move ?? (flags.yes ? "no" : "yes"));
125
+ // A folder given on the command line (--folder, --notes) is a deliberate choice and stays.
126
+ if (move === "no" && from !== notes && !flags.folder && !flags.notes) {
127
+ notes = from;
128
+ io.say(`Sub-Sub keeps using ${notes}.`);
129
+ }
124
130
  }
125
131
  explain("Profile", "The profile sets how much Sub-Sub writes for you and which tools it offers. Change it at any time with /profile.");
126
132
  const profileDefault = flags.profile ?? existing.profile ?? (fmup ? "reader" : "scholar");
@@ -143,7 +149,7 @@ export async function runInit(io, flags, env = process.env, deps = {}) {
143
149
  explain("Tag list", `Sub-Sub tags items only with the tags in this list. Pick a start; you edit the list later in ${SETTINGS_DIR}/${SETTINGS_FILES.tags}.`);
144
150
  tags = await io.choose("Starter tag list", Object.entries(STARTER_TAGS).map(([value, label]) => ({ value, label })), flags.tags ?? (fmup ? "health-sciences" : "any-field"));
145
151
  }
146
- explain("Contact email", "Unpaywall needs an email address to find open-access PDFs. Sub-Sub sends it only to Unpaywall, Crossref, OpenAlex and PubMed, as they ask.");
152
+ explain("Contact email", "Unpaywall needs an email address to find open-access PDFs. Sub-Sub sends it with its requests to PubMed, Europe PMC, OpenAlex, Crossref and Unpaywall, as they ask, and to nobody else.");
147
153
  const email = (await io.ask("Email (optional)", flags.email ?? envValues.ZOTERO_CONTACT_EMAIL ?? "")).trim();
148
154
  explain("Reference checks (Starbuck)", "An optional add-on for manuscripts: it checks that each cited work exists, matches its citation and was not retracted. Sub-Sub then has /verify.");
149
155
  const starbuck = await io.choose("Reference checks", [
@@ -300,3 +306,12 @@ export async function initMain(args, env = process.env) {
300
306
  io.close?.();
301
307
  }
302
308
  }
309
+ /** A path as typed, dragged from Finder (spaces escaped) or copied from Explorer (in quotes). */
310
+ export function cleanPath(raw) {
311
+ let p = raw.trim();
312
+ if (p.length > 1 && (p[0] === '"' || p[0] === "'") && p.at(-1) === p[0])
313
+ return p.slice(1, -1);
314
+ if (process.platform !== "win32")
315
+ p = p.replace(/\\([ '"()&])/g, "$1");
316
+ return p;
317
+ }
package/dist/paths.js CHANGED
@@ -81,7 +81,27 @@ export function judgePath(target, policy) {
81
81
  const hit = policy.protectedPaths.find((p) => within(target, p));
82
82
  if (hit)
83
83
  return { ok: false, why: `it changes a protected file or folder (${hit})` };
84
+ // Notes never live in hidden folders; .git/hooks, .obsidian/plugins or .vscode can run code.
85
+ const hidden = target.split(/[\\/]/).find((part) => part.startsWith(".") && part !== "." && part !== "..");
86
+ if (hidden)
87
+ return { ok: false, why: `it is in a hidden folder or file (${hidden})` };
84
88
  if (policy.allowed.some((a) => within(target, a)))
85
89
  return { ok: true };
86
90
  return { ok: false, why: "it is outside the vault and the working folder" };
87
91
  }
92
+ /** Files with keys and passwords: the model may not read them, even when you ask. */
93
+ export function secretPaths() {
94
+ const home = realish(homedir());
95
+ return [
96
+ join(home, ".subsub", "agent", "auth.json"),
97
+ join(home, ".pi", "agent", "auth.json"),
98
+ join(home, ".config", "zotero-local-mcp", "env"),
99
+ join(home, ".ssh"),
100
+ join(home, ".aws"),
101
+ join(home, ".netrc"),
102
+ ];
103
+ }
104
+ /** True if reading `target` would read a secret; for grep, also a folder that holds one. */
105
+ export function isSecret(target, recursive = false) {
106
+ return secretPaths().some((p) => within(target, p) || (recursive && within(p, target)));
107
+ }
package/dist/prompt.js CHANGED
@@ -54,6 +54,9 @@ export function roleText(mode, cfg) {
54
54
  export function systemAddition(mode, cfg, cwd) {
55
55
  const user = who(cfg);
56
56
  const parts = [`# Sub-Sub: ${mode === "librarian" ? "Librarian" : "Researcher"} mode`, roleText(mode, cfg)];
57
+ if (cfg.vault) {
58
+ parts.push("# The Sub-Sub folder", `The Sub-Sub folder is ${cfg.vault}. Folder names in these instructions (Inbox/, Literature/, Syntheses/, Research/, Zotero/) are inside it. Write notes there with absolute paths, even when the working folder is somewhere else.`);
59
+ }
57
60
  const shared = readIf(cfg.sharedRules);
58
61
  if (shared) {
59
62
  parts.push("# Shared Zotero rules (from the Sub-Sub folder)", shared, `Sub-Sub note: in Sub-Sub you do not need a separate dry run before a change. Call the write tool with dry_run=false; Sub-Sub shows ${user} the server's preview and applies it only on approval. This replaces the dry-run steps above.`);
package/dist/shortcut.js CHANGED
@@ -64,7 +64,7 @@ export function desktopEntry(p) {
64
64
  "[Desktop Entry]",
65
65
  "Type=Application",
66
66
  "Name=Sub-Sub",
67
- "Comment=Zotero librarian and research assistant",
67
+ "Comment=Research assistant for your Zotero library",
68
68
  `Exec=${desktopQuote(p.node)} ${desktopQuote(p.bin)} web`,
69
69
  `Path=${p.home}`,
70
70
  `Icon=${join(p.packageDir, "assets", "icon.png")}`,
@@ -85,7 +85,7 @@ export function windowsScript(p) {
85
85
  ` $s.Arguments = ${psQuote(`"${p.bin}" web`)}`,
86
86
  ` $s.WorkingDirectory = ${psQuote(p.home)}`,
87
87
  ` $s.IconLocation = ${psQuote(join(p.packageDir, "assets", "icon.ico"))}`,
88
- " $s.Description = 'Sub-Sub: Zotero librarian and research assistant'",
88
+ " $s.Description = 'Sub-Sub: research assistant for your Zotero library'",
89
89
  " $s.WindowStyle = 7",
90
90
  " $s.Save()",
91
91
  " Write-Output (Join-Path $dir 'Sub-Sub.lnk')",