@xopcai/xopc 0.0.219 → 0.0.221

package/dist/src/storage/sqlite/memory-records-repository.js

@@ -423,6 +423,26 @@ function deleteMemoryRecord(recordId) {
 		return db.prepare(`DELETE FROM memory_records WHERE record_id = ?`).run(recordId).changes > 0;
 	});
 }
+function countMemoryRecordsBySourceInstanceId(sourceInstanceId) {
+	const row = getSqliteDatabase().prepare(`SELECT COUNT(*) AS count FROM memory_records
+     WHERE json_extract(source_json, '$.sourceInstanceId') = ?`).get(sourceInstanceId);
+	return Number(row.count);
+}
+function deleteMemoryRecordsBySourceInstanceId(sourceInstanceId) {
+	return runSqliteWriteTransaction((db) => {
+		const recordIds = db.prepare(`SELECT record_id FROM memory_records
+       WHERE json_extract(source_json, '$.sourceInstanceId') = ?`).all(sourceInstanceId).map((row) => row.record_id);
+		if (!recordIds.length) return 0;
+		const removeFts = db.prepare("DELETE FROM memory_records_fts WHERE record_id = ?");
+		const removeRecord = db.prepare("DELETE FROM memory_records WHERE record_id = ?");
+		let deleted = 0;
+		for (const recordId of recordIds) {
+			removeFts.run(recordId);
+			deleted += Number(removeRecord.run(recordId).changes);
+		}
+		return deleted;
+	});
+}
 /** Change lifecycle status without reconstructing or weakening the record's provenance. */
 function setMemoryRecordStatus(recordId, status, nowMs = Date.now()) {
 	return runSqliteWriteTransaction((db) => {
@@ -658,4 +678,4 @@ function parseJsonValue(json, fallback) {
 	}
 }
 //#endregion
-export { appendMemorySignal, appendMemoryTraceEvent, deleteMemoryRecord, getMemoryProviderState, getMemoryRecord, getMemoryTurnFeedback, hasUnresolvedMemoryConflict, listMemoryRecords, listMemorySignals, listMemoryTraceEvents, markMemoryRecordsConflicted, searchMemoryRecords, setMemoryProviderState, setMemoryRecordStatus, setMemoryTurnFeedback, summarizeMemoryRecallFeedback, upsertMemoryRecord };
+export { appendMemorySignal, appendMemoryTraceEvent, countMemoryRecordsBySourceInstanceId, deleteMemoryRecord, deleteMemoryRecordsBySourceInstanceId, getMemoryProviderState, getMemoryRecord, getMemoryTurnFeedback, hasUnresolvedMemoryConflict, listMemoryRecords, listMemorySignals, listMemoryTraceEvents, markMemoryRecordsConflicted, searchMemoryRecords, setMemoryProviderState, setMemoryRecordStatus, setMemoryTurnFeedback, summarizeMemoryRecallFeedback, upsertMemoryRecord };

package/dist/src/storage/sqlite/migrations/133_archive_legacy_work_discovery_profile_facts.sql

@@ -0,0 +1,11 @@
+-- Project stack, repository workflow, and current focus now live in work discovery
+-- summaries/threads/focuses instead of the user's durable profile.
+UPDATE user_understandings
+SET status = 'archived',
+    updated_at = CAST(strftime('%s', 'now') AS INTEGER) * 1000
+WHERE status IN ('candidate', 'active', 'needs_review', 'stale')
+  AND (
+    canonical_key LIKE 'work-discovery:technology:%'
+    OR canonical_key LIKE 'work-discovery:workflow:%'
+    OR canonical_key LIKE 'work-discovery:focus:%'
+  );

package/dist/src/storage/sqlite/migrations/runner.d.ts

@@ -3,7 +3,7 @@ import type { ApplyMigrationsOptions } from './types.js';
 /** Baseline schema version applied from schema.sql on first open. */
 export declare const XOPC_DB_BASELINE_SCHEMA_VERSION = 11;
 /** Latest schema version this release supports (increment when adding migrations). */
-export declare const XOPC_DB_SCHEMA_VERSION = 132;
+export declare const XOPC_DB_SCHEMA_VERSION = 133;
 export declare function resolveMigrationsDir(override?: string): string;
 /**
  * Apply sequential SQL migrations from (currentVersion + 1) through targetVersion.

package/dist/src/storage/sqlite/migrations/runner.js

@@ -12,7 +12,7 @@ const log = createLogger("Sqlite:Migrations");
 /** Baseline schema version applied from schema.sql on first open. */
 const XOPC_DB_BASELINE_SCHEMA_VERSION = 11;
 /** Latest schema version this release supports (increment when adding migrations). */
-const XOPC_DB_SCHEMA_VERSION = 132;
+const XOPC_DB_SCHEMA_VERSION = 133;
 const MODULE_DIR = dirname(fileURLToPath(import.meta.url));
 function backupBeforeTaskCutover(db, databasePath) {
 	db.exec("PRAGMA wal_checkpoint(FULL)");
@@ -57,7 +57,7 @@ function applySingleMigration(db, migration) {
 * Each step runs in its own transaction and updates schema_meta on success.
 */
 function applyPendingMigrations(db, options = {}) {
-	const targetVersion = options.targetVersion ?? 132;
+	const targetVersion = options.targetVersion ?? 133;
 	let currentVersion = readSchemaVersion(db);
 	if (currentVersion > targetVersion) throw new DatabaseSchemaTooNewError(currentVersion, targetVersion);
 	if (currentVersion >= targetVersion) return currentVersion;
@@ -94,7 +94,7 @@ function applyPendingMigrations(db, options = {}) {
 }
 /** Inspect schema version without mutating the database. */
 function inspectSchemaMigrationStatus(db, options = {}) {
-	const appVersion = options.targetVersion ?? 132;
+	const appVersion = options.targetVersion ?? 133;
 	const dbVersion = readSchemaVersion(db);
 	if (dbVersion > appVersion) return {
 		dbVersion,

package/dist/src/storage/sqlite/migrations/runner.ts

@@ -19,7 +19,7 @@ const log = createLogger('Sqlite:Migrations');
 export const XOPC_DB_BASELINE_SCHEMA_VERSION = 11;
 
 /** Latest schema version this release supports (increment when adding migrations). */
-export const XOPC_DB_SCHEMA_VERSION = 132;
+export const XOPC_DB_SCHEMA_VERSION = 133;
 
 const MODULE_DIR = dirname(fileURLToPath(import.meta.url));
 

package/dist/src/storage/sqlite/schema.js

@@ -32,7 +32,7 @@ function ensureXopcDatabaseSchema(db, options = {}) {
 		currentVersion = 11;
 	}
 	applyPendingMigrations(db, {
-		targetVersion: 132,
+		targetVersion: 133,
 		databasePath: options.databasePath
 	});
 }

package/dist/src/storage/sqlite/session-repository.js

@@ -1,5 +1,5 @@
 import { getSqliteDatabase, runSqliteWriteTransaction } from "./transaction.js";
-import { escapeFts5Query } from "./fts.js";
+import { buildFts5SearchQuery } from "./fts.js";
 import { buildDefaultSessionMetadata } from "./session-metadata.js";
 import { buildGlobalSessionStats, metadataToSessionInsert, sessionRowToMetadata } from "./row-mappers.js";
 import { validateSessionId } from "../../session/session-id.js";
@@ -129,7 +129,7 @@ function listSessionMetadata(query = {}) {
 	let searchKeys = null;
 	if (query.search?.trim()) {
 		const rawSearch = query.search.trim();
-		const ftsQuery = escapeFts5Query(rawSearch);
+		const ftsQuery = buildFts5SearchQuery(rawSearch);
 		const ftsRows = db.prepare(`SELECT DISTINCT session_key FROM transcript_fts WHERE transcript_fts MATCH ? LIMIT 500`).all(ftsQuery);
 		const ftsKeys = new Set(ftsRows.map((r) => r.session_key));
 		const like = `%${rawSearch.toLowerCase()}%`;

package/dist/src/tasks/home-query-service.d.ts

@@ -30,6 +30,20 @@ interface HomeGatewayPort {
     readonly automationServiceInstance: AutomationService;
     readonly projects: ProjectService;
     readonly proactiveInbox: ProactiveInboxService;
+    readonly sessions: {
+        listActiveRuns(): Array<{
+            sessionKey: string;
+            runId: string;
+        }>;
+        getSession(key: string): Promise<{
+            name?: string;
+            updatedAt: string;
+            lastInteractionAt?: string;
+            routing?: {
+                agentId?: string;
+            };
+        } | null>;
+    };
     createWorkflowRunService(): WorkflowRunService;
 }
 export declare function decisionFromTask(model: TaskReadModel, projectName?: string, locale?: string): HomeDecision | null;

package/dist/src/tasks/home-query-service.js

@@ -294,7 +294,8 @@ var HomeQueryService = class {
 		const workflowRunStore = this.service.createWorkflowRunService().createRunStore(defaultAgent?.id ?? agents.defaultId);
 		const nowMs = Date.now();
 		const tasks = this.#tasks.list({ limit: 60 });
-		const [workflowRuns, automations, automationRuns, projects, connectorApprovals] = await Promise.all([
+		const activeRuns = this.service.sessions.listActiveRuns();
+		const [workflowRuns, automations, automationRuns, projects, connectorApprovals, activeRunSessions] = await Promise.all([
 			workflowRunStore.listRunSummaries(20),
 			this.service.automationServiceInstance.list(),
 			this.service.automationServiceInstance.listRuns({ limit: 10 }),
@@ -303,8 +304,23 @@ var HomeQueryService = class {
 				principalId: "local-owner",
 				status: "pending",
 				limit: 100
-			}))
+			})),
+			Promise.all(activeRuns.map(async (run) => ({
+				...run,
+				session: await this.service.sessions.getSession(run.sessionKey)
+			})))
 		]);
+		const runningConversations = activeRunSessions.filter((item) => Boolean(item.session)).map((item) => {
+			const session = item.session;
+			const updatedAt = Date.parse(session.lastInteractionAt ?? session.updatedAt);
+			return {
+				sessionKey: item.sessionKey,
+				runId: item.runId,
+				...session.name?.trim() ? { title: session.name.trim() } : {},
+				...session.routing?.agentId ? { agentId: session.routing.agentId } : {},
+				updatedAt: Number.isFinite(updatedAt) ? updatedAt : nowMs
+			};
+		}).sort((left, right) => right.updatedAt - left.updatedAt);
 		const activeTasks = tasks.filter((task) => task.phase !== "closed");
 		const projectsById = new Map(projects.items.map((project) => [project.id, project]));
 		const activeWorkflowRuns = workflowRuns.filter((run) => run.status === "queued" || run.status === "running").map(toHomeWorkflowRun);
@@ -395,6 +411,7 @@ var HomeQueryService = class {
 				scheduled: upcomingAutomations,
 				nowMs
 			}),
+			runningConversations,
 			decisions,
 			attentionPolicy: governed.policy
 		};

package/dist/src/tui/tui-startup-resources.js

@@ -1,6 +1,6 @@
 import { resolveStateDir } from "../config/paths-state.js";
-import { resolveEffectiveAgentProfileForSession } from "../config/agent-profile.js";
 import { init_paths, resolveAgentProfileDir, resolveBundledSkillsDir } from "../config/paths.js";
+import { resolveEffectiveAgentProfileForSession } from "../config/agent-profile.js";
 import { resolveBootstrapFilesSync } from "../agent/bootstrap/bootstrap-files.js";
 import { createSkillConfigManager, isSkillEnabled } from "../agent/skills/config.js";
 import { loadSkills } from "../agent/skills/index.js";

package/dist/src/tui/tui.js

@@ -2,10 +2,10 @@ import { version } from "../../package.js";
 import { resolveStateDir, resolveXopcDatabasePath } from "../config/paths-state.js";
 import { parseAgentSessionKey } from "../routing/session-key-utils.js";
 import { init_agent_session_key, normalizeAgentId } from "../routing/agent-session-key.js";
-import { resolveEffectiveAgentProfileForSession } from "../config/agent-profile.js";
 import { init_paths } from "../config/paths.js";
 import { loadConfig } from "../config/loader.js";
 import { getAllModels, getAllProviders, getApiKey, init_providers, isProviderConfiguredSync } from "../providers/index.js";
+import { resolveEffectiveAgentProfileForSession } from "../config/agent-profile.js";
 import { ProjectTrustStore, hasTrustRequiringProjectResources } from "../project-trust/trust-store.js";
 import { renderWorkflowFinalSummary, renderWorkflowPanel } from "../agent/workflow/snapshot.js";
 import { ensureStarterAgentsInitialized } from "../agent/starter-agents.js";

package/dist/src/user-context/consolidation.d.ts

@@ -6,6 +6,7 @@ type ConsolidationMetrics = {
     scanned: number;
     needsReview: number;
     stale: number;
+    globalCandidates: number;
 };
 export declare function resolveContextConsolidationConfig(config: Config): {
     enabled: boolean;

package/dist/src/user-context/consolidation.js

@@ -1,9 +1,67 @@
 import { finishContextConsolidationRun, recordContextConsolidationDecision, startContextConsolidationRun } from "../storage/sqlite/context-consolidation-repository.js";
-import { listUnderstandingEvidence, listUnderstandings, setUnderstandingStatus } from "../storage/sqlite/user-context-repository.js";
+import { createUnderstanding, linkUnderstandingEvidence, listUnderstandingEvidence, listUnderstandings, setUnderstandingStatus } from "../storage/sqlite/user-context-repository.js";
 import "../storage/sqlite/index.js";
 //#region src/user-context/consolidation.ts
 const USER_CONTEXT_CONSOLIDATION_TOKEN = "__xopc_user_context_consolidation__";
 const USER_CONTEXT_CONSOLIDATION_AUTOMATION_ID = "system-user-context-consolidation";
+const GLOBAL_CANDIDATE_KINDS = new Set(["preference", "routine"]);
+function stricterSensitivity(items) {
+	const order = [
+		"normal",
+		"personal",
+		"secret",
+		"regulated"
+	];
+	return order[Math.max(...items.map((item) => order.indexOf(item.sensitivity)))] ?? "personal";
+}
+function stricterDisclosurePolicy(items) {
+	if (items.some((item) => item.disclosurePolicy === "silent")) return "silent";
+	if (items.some((item) => item.disclosurePolicy === "ask_before_reference")) return "ask_before_reference";
+	return "referenceable";
+}
+function createCrossProjectGlobalCandidates(minProjects) {
+	const all = listUnderstandings();
+	const existingGlobalKeys = new Set(all.filter((item) => item.scope.type === "global" && item.status !== "archived" && item.status !== "rejected").map((item) => item.canonicalKey));
+	const groups = /* @__PURE__ */ new Map();
+	for (const item of all) {
+		if (item.status !== "active" || item.scope.type !== "project" || !item.scope.id || !GLOBAL_CANDIDATE_KINDS.has(item.kind)) continue;
+		const normalizedStatement = item.statement.normalize("NFKC").toLocaleLowerCase().replace(/\s+/g, " ").trim();
+		const groupKey = `${item.canonicalKey}\u0000${normalizedStatement}`;
+		const group = groups.get(groupKey) ?? [];
+		group.push(item);
+		groups.set(groupKey, group);
+	}
+	let created = 0;
+	for (const items of groups.values()) {
+		const canonicalKey = items[0].canonicalKey;
+		const projectCount = new Set(items.map((item) => item.scope.id)).size;
+		if (projectCount < Math.max(2, minProjects) || existingGlobalKeys.has(canonicalKey)) continue;
+		const exemplar = [...items].sort((left, right) => right.confidence - left.confidence)[0];
+		const global = createUnderstanding({
+			kind: exemplar.kind,
+			canonicalKey,
+			status: "candidate",
+			scope: { type: "global" },
+			explicitness: "inferred",
+			durability: exemplar.durability,
+			sensitivity: stricterSensitivity(items),
+			disclosurePolicy: stricterDisclosurePolicy(items),
+			confidence: items.reduce((sum, item) => sum + item.confidence, 0) / items.length,
+			statement: exemplar.statement,
+			createdBy: "consolidation",
+			changeReason: `Repeated across ${projectCount} projects`
+		});
+		const linked = /* @__PURE__ */ new Set();
+		for (const item of items) for (const evidence of listUnderstandingEvidence(item.id, "supports")) {
+			if (linked.has(evidence.id)) continue;
+			linkUnderstandingEvidence(global.versionId, evidence.id, "supports", item.confidence);
+			linked.add(evidence.id);
+		}
+		existingGlobalKeys.add(canonicalKey);
+		created += 1;
+	}
+	return created;
+}
 function distinctEvidenceCount(understandingId, relation) {
 	return new Set(listUnderstandingEvidence(understandingId, relation).map((evidence) => `${evidence.sourceType}:${evidence.sourceInstanceId ?? ""}:${evidence.sourceRef}`)).size;
 }
@@ -29,7 +87,8 @@ async function runContextConsolidation(input) {
 	const metrics = {
 		scanned: 0,
 		needsReview: 0,
-		stale: 0
+		stale: 0,
+		globalCandidates: 0
 	};
 	try {
 		const understandings = listUnderstandings(["candidate", "active"]).slice(0, resolved.limit);
@@ -89,6 +148,7 @@ async function runContextConsolidation(input) {
 				metrics.needsReview += 1;
 			}
 		}
+		metrics.globalCandidates = createCrossProjectGlobalCandidates(resolved.minEvidenceSources);
 		return {
 			run: finishContextConsolidationRun({
 				runId: run.runId,

package/dist/src/user-context/focus-lifecycle.d.ts

@@ -0,0 +1,2 @@
+import type { UserFocus } from './sources/types.js';
+export declare function focusLifecycle(horizon: UserFocus['horizon'], now?: number): Pick<UserFocus, 'validFrom' | 'validTo' | 'reviewAt'>;

package/dist/src/user-context/focus-lifecycle.js

@@ -0,0 +1,26 @@
+//#region src/user-context/focus-lifecycle.ts
+const DAY_MS = 1440 * 60 * 1e3;
+const HORIZON_DAYS = {
+	current: {
+		review: 14,
+		valid: 30
+	},
+	ongoing: {
+		review: 30,
+		valid: 120
+	},
+	long_term: {
+		review: 90,
+		valid: 365
+	}
+};
+function focusLifecycle(horizon, now = Date.now()) {
+	const days = HORIZON_DAYS[horizon];
+	return {
+		validFrom: now,
+		reviewAt: now + days.review * DAY_MS,
+		validTo: now + days.valid * DAY_MS
+	};
+}
+//#endregion
+export { focusLifecycle };

package/dist/src/user-context/planner.js

@@ -1,8 +1,9 @@
-import { consumeContextConsent, ensureContextConsent, getUserProfile, listCollaborationRules, listUnderstandingEvidence, recordContextRun } from "../storage/sqlite/user-context-repository.js";
+import { consumeContextConsent, ensureContextConsent, getUserProfile, listCollaborationRules, listUnderstandingEvidence, listUnderstandings, recordContextRun } from "../storage/sqlite/user-context-repository.js";
 import { retrievalLexicalSimilarity } from "../retrieval/textFeatures.js";
 import { buildRetrievalQueryProfile } from "../retrieval/queryProfile.js";
 import "../storage/sqlite/index.js";
 import { init_session_key, parseSessionKey } from "../routing/session-key.js";
+import { ProjectStore } from "../projects/project-store.js";
 import { readAgentMessageContent } from "../agent/memory/agent-message-access.js";
 import { buildUserContextBlock } from "../agent/memory/context-fence.js";
 import { getUnderstandingSourceGrant, getUnderstandingSourceRun, listUserFocuses } from "./sources/repository.js";
@@ -13,8 +14,21 @@ import { randomUUID } from "node:crypto";
 init_session_key();
 const DEFAULT_MAX_CONTEXT_CHARS = 6e3;
 const DEFAULT_MAX_RESULTS = 12;
+const SELF_REVIEW_MAX_CONTEXT_CHARS = 16e3;
+const SELF_REVIEW_MAX_RESULTS = 50;
 const MAX_FOCUS_RESULTS = 3;
 const MIN_RELEVANCE_SCORE = .25;
+function selfReviewScore(item) {
+	const authority = item.explicitness === "explicit" ? .2 : item.explicitness === "observed" ? .1 : 0;
+	const durable = item.durability === "durable" ? .1 : item.durability === "recurring" ? .05 : 0;
+	return Math.min(1, item.confidence * .7 + authority + durable);
+}
+function scopeLabel(scope, projects) {
+	if (scope.type === "global") return "Global";
+	if (scope.type === "project") return `Project: ${scope.id ? projects.get(scope.id)?.name ?? scope.id : "unknown"}`;
+	if (scope.type === "workspace") return `Workspace: ${scope.id ?? "unknown"}`;
+	return "This conversation";
+}
 function prependAgentContext(message, block) {
 	if (!block) return message;
 	const prefix = `${block}\n\n`;
@@ -121,8 +135,15 @@ function focusScore(focus, query, scopeInput) {
 function renderContextBlock(params) {
 	const understandingItems = params.items.filter((item) => item.objectType === "understanding");
 	return [
+		params.selfReview ? [
+			"<user-context-review>",
+			"The user explicitly asked what xopc understands about them. This is a review of active, non-sensitive structured understanding across scopes.",
+			"Scope labels describe where each item applies. Do not present project facts as global personality traits.",
+			"An empty memory_search result does not mean structured user understanding is empty.",
+			"</user-context-review>"
+		].join("\n") : "",
 		params.profileLines.length ? `<user-profile>\n${params.profileLines.join("\n")}\n</user-profile>` : "",
-		params.focuses.length ? `<active-focuses>\n${params.focuses.map((focus) => `- ${focus.title}: ${focus.summary} (${focus.horizon})`).join("\n")}\n</active-focuses>` : "",
+		params.focuses.length ? `<active-focuses>\n${params.focuses.map((focus) => `- ${params.selfReview ? `[${scopeLabel(focus.scope, params.projects)}] ` : ""}${focus.title}: ${focus.summary} (${focus.horizon})`).join("\n")}\n</active-focuses>` : "",
 		params.rules.length ? `<collaboration-contract>\n${params.rules.map((rule) => `- ${rule.statement}`).join("\n")}\n</collaboration-contract>` : "",
 		understandingItems.length ? buildUserContextBlock(understandingItems.map((item) => `- ${item.content}\n  Evidence: ${params.understandingSources.get(item.recordId) ?? "Unknown source"}`).join("\n")) : ""
 	].filter(Boolean).join("\n\n");
@@ -143,14 +164,18 @@ var UserContextPlanner = class {
 		};
 		const started = Date.now();
 		const now = Date.now();
-		const maxResults = params.allocation?.maxResults ?? DEFAULT_MAX_RESULTS;
-		const maxChars = params.allocation?.maxChars ?? DEFAULT_MAX_CONTEXT_CHARS;
+		const requestedMaxResults = params.allocation?.maxResults;
+		const requestedMaxChars = params.allocation?.maxChars;
 		const scopeInput = {
 			sessionKey: params.sessionKey,
 			workspaceId: params.workspaceId,
 			...params.projectId ? { projectId: params.projectId } : {}
 		};
 		const queryProfile = buildRetrievalQueryProfile(query, scopeInput);
+		const selfReview = queryProfile.selfReview;
+		const maxResults = requestedMaxResults ?? (selfReview ? SELF_REVIEW_MAX_RESULTS : DEFAULT_MAX_RESULTS);
+		const maxChars = requestedMaxChars ?? (selfReview ? SELF_REVIEW_MAX_CONTEXT_CHARS : DEFAULT_MAX_CONTEXT_CHARS);
+		const projects = new ProjectStore();
 		const excluded = new Set(params.excludedRecordIds ?? []);
 		const rejected = [];
 		const consentRequests = [];
@@ -166,6 +191,8 @@ var UserContextPlanner = class {
 			rules: selectedRules,
 			items,
 			understandingSources,
+			selfReview,
+			projects,
 			...overrides
 		});
 		const profile = getUserProfile();
@@ -211,14 +238,16 @@ var UserContextPlanner = class {
 		const rankedFocuses = listUserFocuses(["active"]).map((focus) => ({
 			focus,
 			score: focusScore(focus, query, scopeInput)
-		})).sort((left, right) => right.score - left.score || right.focus.updatedAt - left.focus.updatedAt);
+		})).sort((left, right) => selfReview ? right.focus.confidence - left.focus.confidence || right.focus.updatedAt - left.focus.updatedAt : right.score - left.score || right.focus.updatedAt - left.focus.updatedAt);
 		for (const { focus, score } of rankedFocuses) {
 			const source = focusSourceDescription(focus);
 			let reason = focusRejectionReason(focus, scopeInput, now);
-			if (!reason && score <= MIN_RELEVANCE_SCORE) reason = "low_score";
-			if (!reason && selectedFocuses.length >= MAX_FOCUS_RESULTS) reason = "budget";
+			if (selfReview && reason === "scope_mismatch") reason = void 0;
+			if (!reason && !selfReview && score <= MIN_RELEVANCE_SCORE) reason = "low_score";
+			if (!reason && selectedFocuses.length >= (selfReview ? maxResults : MAX_FOCUS_RESULTS)) reason = "budget";
 			if (!reason && items.length >= maxResults) reason = "budget";
-			const content = `${focus.title}: ${focus.summary} (${focus.horizon})`;
+			const focusScope = scopeLabel(focus.scope, projects);
+			const content = `${selfReview ? `[${focusScope}] ` : ""}${focus.title}: ${focus.summary} (${focus.horizon})`;
 			const nextChars = render({ focuses: [...selectedFocuses, focus] }).length;
 			if (!reason && nextChars > maxChars) reason = "budget";
 			if (reason) {
@@ -306,16 +335,19 @@ var UserContextPlanner = class {
 				injectedChars: addedChars
 			});
 		}
-		const ranked = this.retriever.retrieve({
+		const ranked = (selfReview ? listUnderstandings(["active"]).map((item) => ({
+			item,
+			score: selfReviewScore(item)
+		})).sort((left, right) => right.score - left.score || right.item.updatedAt - left.item.updatedAt) : this.retriever.retrieve({
 			query,
 			sessionKey: params.sessionKey,
 			workspaceId: params.workspaceId,
 			...params.projectId ? { projectId: params.projectId } : {},
 			maxCandidates: Math.max(maxResults * 5, 50)
-		}).filter((result) => !excluded.has(result.understanding.id)).map((result) => ({
+		}).map((result) => ({
 			item: result.understanding,
 			score: result.score
-		}));
+		}))).filter(({ item }) => !excluded.has(item.id));
 		for (const { item, score } of ranked) {
 			const source = sourceDescription(item);
 			if (items.length >= maxResults) {
@@ -338,7 +370,8 @@ var UserContextPlanner = class {
 				continue;
 			}
 			let reason = rejectionReason(item, scopeInput, now, queryProfile.timeHints);
-			if (!reason && score <= MIN_RELEVANCE_SCORE) reason = "low_score";
+			if (selfReview && reason === "scope_mismatch") reason = void 0;
+			if (!reason && !selfReview && score <= MIN_RELEVANCE_SCORE) reason = "low_score";
 			if (!reason && item.disclosurePolicy === "ask_before_reference") {
 				const consentStatus = consumeContextConsent(item.id, params.sessionKey);
 				if (consentStatus !== "granted") {
@@ -377,7 +410,7 @@ var UserContextPlanner = class {
 				recordId: item.id,
 				objectType: "understanding",
 				versionId: item.versionId,
-				content: item.statement,
+				content: selfReview ? `[${scopeLabel(item.scope, projects)}] ${item.statement}` : item.statement,
 				score,
 				section: sectionFor(item),
 				citation: `user-context://${item.id}`,

package/dist/src/work-discovery/analyzer.js

@@ -82,7 +82,7 @@ function validateSuggestion(value, allowedPaths) {
 function validateProfileCandidate(value, allowedRefs) {
 	if (!value || typeof value !== "object") return null;
 	const item = value;
-	const category = item.category === "role" || item.category === "focus" || item.category === "technology" || item.category === "workflow" || item.category === "preference" ? item.category : void 0;
+	const category = item.category === "role" || item.category === "responsibility" || item.category === "preference" || item.category === "routine" ? item.category : void 0;
 	if (!category || typeof item.statement !== "string") return null;
 	const statement = item.statement.trim().slice(0, 500);
 	if (statement.length < 4) return null;
@@ -181,8 +181,9 @@ async function analyzeWorkContext(input) {
 			"You help a user resume real work in one explicitly selected local folder.",
 			"Analyze only the supplied bounded snapshot. Never claim that you ran commands, tests, or inspected anything absent from it.",
 			"Return only one JSON object with projectSummary, currentState, uncertainties, suggestions, profileCandidates, workThreads, conversationStarter, lowConfidence, and contextQuestion.",
-			"profileCandidates contains stable, useful facts about the user inferred from the supplied project evidence. Include every distinct fact with direct support; do not pad the list.",
-			"Each profile candidate has category (role, focus, technology, workflow, or preference), statement, confidence, and evidence.",
+			"profileCandidates contains only user-specific role, responsibility, preference, or routine facts that are directly supported and would remain useful outside this repository snapshot.",
+			"Do not put the project stack, packages, architecture, deployment setup, repository conventions, or current task in profileCandidates. Put project facts in projectSummary/currentState and current work in workThreads.",
+			"Each profile candidate has category (role, responsibility, preference, or routine), statement, confidence, and evidence.",
 			USER_FACING_UNDERSTANDING_WRITING_GUIDANCE,
 			"Do not infer sensitive traits, identity, health, finances, political views, or anything not directly supported by the work evidence.",
 			"workThreads contains every distinct evidence-backed work stream with topicKey, title, summary, horizon, status, confidence, and evidenceRefs. Do not merge unrelated streams to force a fixed count.",
@@ -286,7 +287,8 @@ async function analyzeUnderstandingBatch(input) {
 		"Analyze one bounded batch from a source the user explicitly chose to connect.",
 		"Return only one JSON object with profileCandidates and workThreads.",
 		"Return at most 8 profileCandidates and at most 8 workThreads. Prefer the strongest distinct findings.",
-		"Each profile candidate has category (role, focus, technology, workflow, or preference), statement, confidence, evidence, and evidenceRefs.",
+		"profileCandidates contains only user-specific role, responsibility, preference, or routine facts with direct support. Current tasks belong in workThreads; project technologies, packages, architecture, and repository conventions are not user facts.",
+		"Each profile candidate has category (role, responsibility, preference, or routine), statement, confidence, evidence, and evidenceRefs.",
 		USER_FACING_UNDERSTANDING_WRITING_GUIDANCE,
 		"Each work thread has topicKey, title, summary, status, horizon, confidence, and evidenceRefs.",
 		"Every evidenceRefs value must be one of the supplied refs. Omit anything without direct support.",

package/dist/src/work-discovery/index.js

@@ -8,6 +8,6 @@ import { appendWorkUnderstandingEvidence, createWorkUnderstandingInvestigation,
 import { DEFAULT_WORK_INVESTIGATION_BUDGET, investigateWorkContext } from "./investigator.js";
 import { persistWorkThreadsFromDiscovery } from "./thread-service.js";
 import { getWorkDiscoveryDirectorySource, listWorkDiscoveryDirectorySources, revokeWorkDiscoveryDirectorySource, upsertWorkDiscoveryDirectorySource } from "./source-repository.js";
-import { WorkDiscoveryService } from "./service.js";
+import { WorkDiscoveryService, normalizeUnderstandingSourceItems } from "./service.js";
 import { evaluateQuickUnderstandingCase, evaluateWorkUnderstandingCase, meetsQuickUnderstandingGate } from "./evaluation.js";
-export { DEFAULT_WORK_INVESTIGATION_BUDGET, WORK_DISCOVERY_SCAN_POLICY_VERSION, WorkDiscoveryService, analyzeUnderstandingSources, analyzeWorkContext, appendWorkUnderstandingEvidence, canonicalWorkDiscoveryRoot, createWorkDiscoveryRun, createWorkUnderstandingInvestigation, discoverWorkCandidates, evaluateQuickUnderstandingCase, evaluateWorkUnderstandingCase, findActiveWorkDiscoverySourceRefresh, getWorkDiscoveryDirectorySource, getWorkDiscoveryOnboardingState, getWorkDiscoveryRun, getWorkDiscoveryRunByIdempotencyKey, getWorkUnderstandingInvestigation, getWorkUnderstandingInvestigationForRun, investigateWorkContext, listWorkDiscoveryDirectorySources, listWorkDiscoverySourceRefreshes, listWorkUnderstandingEvidence, meetsQuickUnderstandingGate, persistWorkThreadsFromDiscovery, previewWorkDiscoveryRoot, probeWorkDiscoveryRoot, readWorkDiscoveryTextExcerpt, recordWorkDiscoverySourceRefresh, resetWorkUnderstandingInvestigation, resolvePersonalWorkRoots, revokeWorkDiscoveryDirectorySource, searchWorkDiscoveryText, setWorkDiscoveryFeedback, setWorkDiscoveryOnboardingState, summarizeWorkContextSnapshot, updateWorkDiscoveryRun, updateWorkDiscoverySourceRefreshForRun, updateWorkUnderstandingEvidenceObservation, updateWorkUnderstandingInvestigation, upsertWorkDiscoveryDirectorySource, workDiscoveryFingerprintsEqual, workDiscoveryResultMarkdown };
+export { DEFAULT_WORK_INVESTIGATION_BUDGET, WORK_DISCOVERY_SCAN_POLICY_VERSION, WorkDiscoveryService, analyzeUnderstandingSources, analyzeWorkContext, appendWorkUnderstandingEvidence, canonicalWorkDiscoveryRoot, createWorkDiscoveryRun, createWorkUnderstandingInvestigation, discoverWorkCandidates, evaluateQuickUnderstandingCase, evaluateWorkUnderstandingCase, findActiveWorkDiscoverySourceRefresh, getWorkDiscoveryDirectorySource, getWorkDiscoveryOnboardingState, getWorkDiscoveryRun, getWorkDiscoveryRunByIdempotencyKey, getWorkUnderstandingInvestigation, getWorkUnderstandingInvestigationForRun, investigateWorkContext, listWorkDiscoveryDirectorySources, listWorkDiscoverySourceRefreshes, listWorkUnderstandingEvidence, meetsQuickUnderstandingGate, normalizeUnderstandingSourceItems, persistWorkThreadsFromDiscovery, previewWorkDiscoveryRoot, probeWorkDiscoveryRoot, readWorkDiscoveryTextExcerpt, recordWorkDiscoverySourceRefresh, resetWorkUnderstandingInvestigation, resolvePersonalWorkRoots, revokeWorkDiscoveryDirectorySource, searchWorkDiscoveryText, setWorkDiscoveryFeedback, setWorkDiscoveryOnboardingState, summarizeWorkContextSnapshot, updateWorkDiscoveryRun, updateWorkDiscoverySourceRefreshForRun, updateWorkUnderstandingEvidenceObservation, updateWorkUnderstandingInvestigation, upsertWorkDiscoveryDirectorySource, workDiscoveryFingerprintsEqual, workDiscoveryResultMarkdown };

package/dist/src/work-discovery/service.d.ts

@@ -1,7 +1,11 @@
 import type { Config } from '../config/schema.js';
 import type { ProjectService } from '../projects/project-service.js';
 import type { SessionIndex } from '../session/manager.js';
+import type { UnderstandingSourceItem } from '../user-context/sources/types.js';
 import type { WorkDiscoveryCandidate, WorkDiscoveryOnboardingState, WorkDiscoveryRecognitionDecision, WorkDiscoveryRun, WorkDiscoverySource } from './types.js';
+export type ModelProcessingPolicy = 'local_only' | 'remote_allowed';
+/** Sanitize and round-robin local sources so one verbose source cannot starve the rest. */
+export declare function normalizeUnderstandingSourceItems(rawItems: unknown[]): UnderstandingSourceItem[];
 export interface WorkDiscoveryServiceOptions {
     projects: ProjectService;
     sessions: SessionIndex;
@@ -24,7 +28,11 @@ export declare class WorkDiscoveryService {
     };
     discoverCandidates(signal?: AbortSignal): Promise<WorkDiscoveryCandidate[]>;
     listDirectorySources(): import("./types.js").WorkDiscoveryDirectorySource[];
-    grantDirectorySource(rootPath: string): Promise<import("./types.js").WorkDiscoveryDirectorySource>;
+    getModelProcessingTarget(): {
+        provider: string;
+        remoteModel: boolean;
+    };
+    grantDirectorySource(rootPath: string, processingPolicy: ModelProcessingPolicy): Promise<import("./types.js").WorkDiscoveryDirectorySource>;
     checkDirectorySources(): Promise<any[]>;
     refreshDirectorySourceIfChanged(input: {
         id: string;
@@ -46,7 +54,7 @@ export declare class WorkDiscoveryService {
         reused?: undefined;
     }>;
     revokeDirectorySource(id: string): import("./types.js").WorkDiscoveryDirectorySource;
-    importUnderstandingSources(rawItems: unknown[], signal?: AbortSignal, runId?: string, rawCheckpoints?: Record<string, unknown>): Promise<{
+    importUnderstandingSources(rawItems: unknown[], processingPolicy: ModelProcessingPolicy, signal?: AbortSignal, runId?: string, rawCheckpoints?: Record<string, unknown>): Promise<{
         profileCandidates: any[];
         workThreads: any[];
         focuses: any[];
@@ -59,7 +67,7 @@ export declare class WorkDiscoveryService {
             status: "rejected" | "pending";
             understandingId: string;
             id: string;
-            category: "role" | "focus" | "technology" | "workflow" | "preference";
+            category: "role" | "responsibility" | "preference" | "routine";
             statement: string;
             confidence: "high" | "medium" | "low";
             evidence: string[];
@@ -86,6 +94,7 @@ export declare class WorkDiscoveryService {
     }): Promise<WorkDiscoveryRun>;
     startQuickRun(input: {
         idempotencyKey: string;
+        processingPolicy: ModelProcessingPolicy;
     }): Promise<WorkDiscoveryRun>;
     startRun(input: {
         rootPath: string;