nexo-brain 2.3.0 → 2.3.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (287) hide show
  1. package/README.md +1 -1
  2. package/package.json +6 -3
  3. package/src/auto_update.py +1 -0
  4. package/src/crons/sync.py +1 -2
  5. package/src/db/_core.py +1 -0
  6. package/src/db/_entities.py +1 -0
  7. package/src/db/_episodic.py +1 -0
  8. package/src/db/_learnings.py +1 -0
  9. package/src/db/_reminders.py +1 -0
  10. package/src/db/_sessions.py +1 -0
  11. package/src/db/_skills.py +1 -0
  12. package/src/plugin_loader.py +1 -0
  13. package/src/plugins/update.py +1 -0
  14. package/src/scripts/deep-sleep/apply_findings.py +1 -0
  15. package/src/scripts/deep-sleep/collect.py +1 -0
  16. package/src/scripts/deep-sleep/extract.py +1 -0
  17. package/src/scripts/deep-sleep/synthesize.py +1 -0
  18. package/src/scripts/nexo-learning-housekeep.py +1 -0
  19. package/src/scripts/nexo-watchdog.sh +19 -11
  20. package/src/server.py +1 -0
  21. package/src/tools_coordination.py +1 -0
  22. package/src/tools_sessions.py +1 -0
  23. package/scripts/migrate-to-unified 2.sh +0 -813
  24. package/scripts/migrate-to-unified.sh +0 -813
  25. package/scripts/migrate-v1.5-to-v1.6 2.py +0 -778
  26. package/scripts/migrate-v1.5-to-v1.6.py +0 -778
  27. package/scripts/migrate-v1.7-to-v1.8 2.py +0 -214
  28. package/scripts/migrate-v1.7-to-v1.8.py +0 -214
  29. package/scripts/nexo-preflight.sh +0 -236
  30. package/scripts/pre-commit-check 2.sh +0 -55
  31. package/scripts/pre-commit-check.sh +0 -55
  32. package/src/__pycache__/auto_close_sessions.cpython-314.pyc +0 -0
  33. package/src/__pycache__/auto_update.cpython-310.pyc +0 -0
  34. package/src/__pycache__/hnsw_index.cpython-310.pyc +0 -0
  35. package/src/__pycache__/hnsw_index.cpython-314.pyc +0 -0
  36. package/src/__pycache__/kg_populate.cpython-310.pyc +0 -0
  37. package/src/__pycache__/knowledge_graph.cpython-310.pyc +0 -0
  38. package/src/__pycache__/plugin_loader.cpython-310.pyc +0 -0
  39. package/src/__pycache__/plugin_loader.cpython-314.pyc +0 -0
  40. package/src/__pycache__/tools_coordination.cpython-310.pyc +0 -0
  41. package/src/__pycache__/tools_credentials.cpython-310.pyc +0 -0
  42. package/src/__pycache__/tools_learnings.cpython-310.pyc +0 -0
  43. package/src/__pycache__/tools_menu.cpython-310.pyc +0 -0
  44. package/src/__pycache__/tools_reminders.cpython-310.pyc +0 -0
  45. package/src/__pycache__/tools_reminders_crud.cpython-310.pyc +0 -0
  46. package/src/__pycache__/tools_sessions.cpython-310.pyc +0 -0
  47. package/src/__pycache__/tools_task_history.cpython-310.pyc +0 -0
  48. package/src/auto_close_sessions 2.py +0 -159
  49. package/src/auto_update 2.py +0 -634
  50. package/src/claim_graph 2.py +0 -323
  51. package/src/cognitive/__init__ 2.py +0 -62
  52. package/src/cognitive/__pycache__/__init__.cpython-310.pyc +0 -0
  53. package/src/cognitive/__pycache__/__init__.cpython-312.pyc +0 -0
  54. package/src/cognitive/__pycache__/__init__.cpython-314.pyc +0 -0
  55. package/src/cognitive/__pycache__/_core.cpython-310.pyc +0 -0
  56. package/src/cognitive/__pycache__/_core.cpython-312.pyc +0 -0
  57. package/src/cognitive/__pycache__/_core.cpython-314.pyc +0 -0
  58. package/src/cognitive/__pycache__/_decay.cpython-310.pyc +0 -0
  59. package/src/cognitive/__pycache__/_decay.cpython-312.pyc +0 -0
  60. package/src/cognitive/__pycache__/_decay.cpython-314.pyc +0 -0
  61. package/src/cognitive/__pycache__/_ingest.cpython-310.pyc +0 -0
  62. package/src/cognitive/__pycache__/_ingest.cpython-312.pyc +0 -0
  63. package/src/cognitive/__pycache__/_ingest.cpython-314.pyc +0 -0
  64. package/src/cognitive/__pycache__/_memory.cpython-310.pyc +0 -0
  65. package/src/cognitive/__pycache__/_memory.cpython-312.pyc +0 -0
  66. package/src/cognitive/__pycache__/_memory.cpython-314.pyc +0 -0
  67. package/src/cognitive/__pycache__/_search.cpython-310.pyc +0 -0
  68. package/src/cognitive/__pycache__/_search.cpython-312.pyc +0 -0
  69. package/src/cognitive/__pycache__/_search.cpython-314.pyc +0 -0
  70. package/src/cognitive/__pycache__/_trust.cpython-310.pyc +0 -0
  71. package/src/cognitive/__pycache__/_trust.cpython-312.pyc +0 -0
  72. package/src/cognitive/__pycache__/_trust.cpython-314.pyc +0 -0
  73. package/src/cognitive/_core 2.py +0 -567
  74. package/src/cognitive/_decay 2.py +0 -382
  75. package/src/cognitive/_ingest 2.py +0 -892
  76. package/src/cognitive/_memory 2.py +0 -912
  77. package/src/cognitive/_search 2.py +0 -949
  78. package/src/cognitive/_trust 2.py +0 -464
  79. package/src/crons/__pycache__/sync.cpython-314.pyc +0 -0
  80. package/src/crons/manifest 2.json +0 -106
  81. package/src/crons/sync 2.py +0 -217
  82. package/src/dashboard/__init__ 2.py +0 -0
  83. package/src/dashboard/__pycache__/__init__.cpython-310.pyc +0 -0
  84. package/src/dashboard/__pycache__/app.cpython-310.pyc +0 -0
  85. package/src/dashboard/app 2.py +0 -789
  86. package/src/db/__init__ 2.py +0 -89
  87. package/src/db/__pycache__/__init__.cpython-310.pyc +0 -0
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  90. package/src/db/__pycache__/_core.cpython-310.pyc +0 -0
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  92. package/src/db/__pycache__/_core.cpython-314.pyc +0 -0
  93. package/src/db/__pycache__/_credentials.cpython-310.pyc +0 -0
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  95. package/src/db/__pycache__/_credentials.cpython-314.pyc +0 -0
  96. package/src/db/__pycache__/_cron_runs.cpython-310.pyc +0 -0
  97. package/src/db/__pycache__/_cron_runs.cpython-314.pyc +0 -0
  98. package/src/db/__pycache__/_entities.cpython-310.pyc +0 -0
  99. package/src/db/__pycache__/_entities.cpython-312.pyc +0 -0
  100. package/src/db/__pycache__/_entities.cpython-314.pyc +0 -0
  101. package/src/db/__pycache__/_episodic.cpython-310.pyc +0 -0
  102. package/src/db/__pycache__/_episodic.cpython-312.pyc +0 -0
  103. package/src/db/__pycache__/_episodic.cpython-314.pyc +0 -0
  104. package/src/db/__pycache__/_evolution.cpython-310.pyc +0 -0
  105. package/src/db/__pycache__/_evolution.cpython-312.pyc +0 -0
  106. package/src/db/__pycache__/_evolution.cpython-314.pyc +0 -0
  107. package/src/db/__pycache__/_fts.cpython-310.pyc +0 -0
  108. package/src/db/__pycache__/_fts.cpython-312.pyc +0 -0
  109. package/src/db/__pycache__/_fts.cpython-314.pyc +0 -0
  110. package/src/db/__pycache__/_learnings.cpython-310.pyc +0 -0
  111. package/src/db/__pycache__/_learnings.cpython-312.pyc +0 -0
  112. package/src/db/__pycache__/_learnings.cpython-314.pyc +0 -0
  113. package/src/db/__pycache__/_reminders.cpython-310.pyc +0 -0
  114. package/src/db/__pycache__/_reminders.cpython-312.pyc +0 -0
  115. package/src/db/__pycache__/_reminders.cpython-314.pyc +0 -0
  116. package/src/db/__pycache__/_schema.cpython-310.pyc +0 -0
  117. package/src/db/__pycache__/_schema.cpython-312.pyc +0 -0
  118. package/src/db/__pycache__/_schema.cpython-314.pyc +0 -0
  119. package/src/db/__pycache__/_sessions.cpython-310.pyc +0 -0
  120. package/src/db/__pycache__/_sessions.cpython-312.pyc +0 -0
  121. package/src/db/__pycache__/_sessions.cpython-314.pyc +0 -0
  122. package/src/db/__pycache__/_skills.cpython-310.pyc +0 -0
  123. package/src/db/__pycache__/_skills.cpython-312.pyc +0 -0
  124. package/src/db/__pycache__/_skills.cpython-314.pyc +0 -0
  125. package/src/db/__pycache__/_tasks.cpython-310.pyc +0 -0
  126. package/src/db/__pycache__/_tasks.cpython-312.pyc +0 -0
  127. package/src/db/__pycache__/_tasks.cpython-314.pyc +0 -0
  128. package/src/db/_core 2.py +0 -417
  129. package/src/db/_credentials 2.py +0 -124
  130. package/src/db/_entities 2.py +0 -178
  131. package/src/db/_episodic 2.py +0 -738
  132. package/src/db/_evolution 2.py +0 -54
  133. package/src/db/_fts 2.py +0 -406
  134. package/src/db/_learnings 2.py +0 -168
  135. package/src/db/_reminders 2.py +0 -338
  136. package/src/db/_schema 2.py +0 -364
  137. package/src/db/_sessions 2.py +0 -300
  138. package/src/db/_tasks 2.py +0 -91
  139. package/src/evolution_cycle 2.py +0 -266
  140. package/src/hnsw_index 2.py +0 -254
  141. package/src/hooks/auto_capture 2.py +0 -208
  142. package/src/hooks/caffeinate-guard 2.sh +0 -8
  143. package/src/hooks/capture-session 2.sh +0 -21
  144. package/src/hooks/capture-tool-logs 2.sh +0 -127
  145. package/src/hooks/daily-briefing-check 2.sh +0 -33
  146. package/src/hooks/inbox-hook 2.sh +0 -76
  147. package/src/hooks/post-compact 2.sh +0 -148
  148. package/src/hooks/pre-compact 2.sh +0 -151
  149. package/src/hooks/session-start 2.sh +0 -268
  150. package/src/hooks/session-stop 2.sh +0 -140
  151. package/src/kg_populate 2.py +0 -290
  152. package/src/knowledge_graph 2.py +0 -257
  153. package/src/maintenance 2.py +0 -59
  154. package/src/migrate_embeddings 2.py +0 -122
  155. package/src/plugin_loader 2.py +0 -202
  156. package/src/plugins/__init__ 2.py +0 -0
  157. package/src/plugins/__pycache__/__init__ 2.cpython-310.pyc +0 -0
  158. package/src/plugins/__pycache__/__init__.cpython-310.pyc +0 -0
  159. package/src/plugins/__pycache__/__init__.cpython-314.pyc +0 -0
  160. package/src/plugins/__pycache__/adaptive_mode 2.cpython-310.pyc +0 -0
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  163. package/src/plugins/__pycache__/agents 2.cpython-310.pyc +0 -0
  164. package/src/plugins/__pycache__/agents.cpython-310.pyc +0 -0
  165. package/src/plugins/__pycache__/artifact_registry 2.cpython-310.pyc +0 -0
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  167. package/src/plugins/__pycache__/backup 2.cpython-310.pyc +0 -0
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  169. package/src/plugins/__pycache__/cognitive_memory 2.cpython-310.pyc +0 -0
  170. package/src/plugins/__pycache__/cognitive_memory.cpython-310.pyc +0 -0
  171. package/src/plugins/__pycache__/core_rules 2.cpython-310.pyc +0 -0
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  173. package/src/plugins/__pycache__/cortex 2.cpython-310.pyc +0 -0
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  175. package/src/plugins/__pycache__/entities 2.cpython-310.pyc +0 -0
  176. package/src/plugins/__pycache__/entities.cpython-310.pyc +0 -0
  177. package/src/plugins/__pycache__/episodic_memory 2.cpython-310.pyc +0 -0
  178. package/src/plugins/__pycache__/episodic_memory.cpython-310.pyc +0 -0
  179. package/src/plugins/__pycache__/evolution 2.cpython-310.pyc +0 -0
  180. package/src/plugins/__pycache__/evolution.cpython-310.pyc +0 -0
  181. package/src/plugins/__pycache__/guard 2.cpython-310.pyc +0 -0
  182. package/src/plugins/__pycache__/guard.cpython-310.pyc +0 -0
  183. package/src/plugins/__pycache__/knowledge_graph_tools 2.cpython-310.pyc +0 -0
  184. package/src/plugins/__pycache__/knowledge_graph_tools.cpython-310.pyc +0 -0
  185. package/src/plugins/__pycache__/preferences 2.cpython-310.pyc +0 -0
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  187. package/src/plugins/__pycache__/schedule.cpython-310.pyc +0 -0
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  189. package/src/plugins/__pycache__/skills.cpython-310.pyc +0 -0
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  191. package/src/plugins/__pycache__/update 2.cpython-310.pyc +0 -0
  192. package/src/plugins/__pycache__/update.cpython-310.pyc +0 -0
  193. package/src/plugins/adaptive_mode 2.py +0 -805
  194. package/src/plugins/agents 2.py +0 -52
  195. package/src/plugins/artifact_registry 2.py +0 -450
  196. package/src/plugins/backup 2.py +0 -104
  197. package/src/plugins/cognitive_memory 2.py +0 -564
  198. package/src/plugins/core_rules 2.py +0 -252
  199. package/src/plugins/cortex 2.py +0 -299
  200. package/src/plugins/entities 2.py +0 -67
  201. package/src/plugins/episodic_memory 2.py +0 -533
  202. package/src/plugins/evolution 2.py +0 -115
  203. package/src/plugins/guard 2.py +0 -746
  204. package/src/plugins/knowledge_graph_tools 2.py +0 -105
  205. package/src/plugins/preferences 2.py +0 -47
  206. package/src/plugins/update 2.py +0 -256
  207. package/src/requirements 2.txt +0 -12
  208. package/src/rules/__init__ 2.py +0 -0
  209. package/src/rules/core-rules 2.json +0 -331
  210. package/src/rules/migrate 2.py +0 -207
  211. package/src/scripts/__pycache__/nexo-auto-update.cpython-314.pyc +0 -0
  212. package/src/scripts/__pycache__/nexo-catchup.cpython-314.pyc +0 -0
  213. package/src/scripts/__pycache__/nexo-cognitive-decay.cpython-314.pyc +0 -0
  214. package/src/scripts/__pycache__/nexo-daily-self-audit.cpython-314.pyc +0 -0
  215. package/src/scripts/__pycache__/nexo-evolution-run.cpython-314.pyc +0 -0
  216. package/src/scripts/__pycache__/nexo-followup-hygiene.cpython-314.pyc +0 -0
  217. package/src/scripts/__pycache__/nexo-immune.cpython-314.pyc +0 -0
  218. package/src/scripts/__pycache__/nexo-install.cpython-314.pyc +0 -0
  219. package/src/scripts/__pycache__/nexo-learning-housekeep.cpython-314.pyc +0 -0
  220. package/src/scripts/__pycache__/nexo-learning-validator.cpython-314.pyc +0 -0
  221. package/src/scripts/__pycache__/nexo-migrate.cpython-314.pyc +0 -0
  222. package/src/scripts/__pycache__/nexo-postmortem-consolidator.cpython-314.pyc +0 -0
  223. package/src/scripts/__pycache__/nexo-pre-commit.cpython-314.pyc +0 -0
  224. package/src/scripts/__pycache__/nexo-proactive-dashboard.cpython-314.pyc +0 -0
  225. package/src/scripts/__pycache__/nexo-reflection.cpython-314.pyc +0 -0
  226. package/src/scripts/__pycache__/nexo-runtime-preflight.cpython-314.pyc +0 -0
  227. package/src/scripts/__pycache__/nexo-send-email.cpython-314.pyc +0 -0
  228. package/src/scripts/__pycache__/nexo-send-reply.cpython-314.pyc +0 -0
  229. package/src/scripts/__pycache__/nexo-sleep.cpython-314.pyc +0 -0
  230. package/src/scripts/__pycache__/nexo-synthesis.cpython-314.pyc +0 -0
  231. package/src/scripts/__pycache__/nexo-watchdog-smoke.cpython-314.pyc +0 -0
  232. package/src/scripts/check-context 2.py +0 -264
  233. package/src/scripts/nexo-auto-update 2.py +0 -6
  234. package/src/scripts/nexo-backup 2.sh +0 -25
  235. package/src/scripts/nexo-brain-activation 2.sh +0 -140
  236. package/src/scripts/nexo-catchup 2.py +0 -242
  237. package/src/scripts/nexo-cognitive-decay 2.py +0 -182
  238. package/src/scripts/nexo-daily-self-audit 2.py +0 -552
  239. package/src/scripts/nexo-deep-sleep 2.sh +0 -97
  240. package/src/scripts/nexo-evolution-run 2.py +0 -597
  241. package/src/scripts/nexo-followup-hygiene 2.py +0 -112
  242. package/src/scripts/nexo-github-monitor 2.py +0 -256
  243. package/src/scripts/nexo-immune 2.py +0 -927
  244. package/src/scripts/nexo-inbox-hook 2.sh +0 -74
  245. package/src/scripts/nexo-install 2.py +0 -6
  246. package/src/scripts/nexo-learning-housekeep 2.py +0 -245
  247. package/src/scripts/nexo-learning-validator 2.py +0 -207
  248. package/src/scripts/nexo-migrate 2.py +0 -232
  249. package/src/scripts/nexo-postmortem-consolidator 2.py +0 -421
  250. package/src/scripts/nexo-pre-commit 2.py +0 -120
  251. package/src/scripts/nexo-prevent-sleep 2.sh +0 -29
  252. package/src/scripts/nexo-proactive-dashboard 2.py +0 -345
  253. package/src/scripts/nexo-reflection 2.py +0 -253
  254. package/src/scripts/nexo-runtime-preflight 2.py +0 -274
  255. package/src/scripts/nexo-send-email 2.py +0 -25
  256. package/src/scripts/nexo-send-email.py +0 -25
  257. package/src/scripts/nexo-send-reply 2.py +0 -178
  258. package/src/scripts/nexo-send-reply.py +0 -178
  259. package/src/scripts/nexo-sleep 2.py +0 -592
  260. package/src/scripts/nexo-snapshot-restore 2.sh +0 -35
  261. package/src/scripts/nexo-synthesis 2.py +0 -253
  262. package/src/scripts/nexo-tcc-approve 2.sh +0 -79
  263. package/src/scripts/nexo-update 2.sh +0 -161
  264. package/src/scripts/nexo-watchdog 2.sh +0 -878
  265. package/src/scripts/nexo-watchdog-smoke 2.py +0 -119
  266. package/src/server 2.py +0 -733
  267. package/src/storage_router 2.py +0 -32
  268. package/src/tools_coordination 2.py +0 -102
  269. package/src/tools_credentials 2.py +0 -68
  270. package/src/tools_learnings 2.py +0 -220
  271. package/src/tools_menu 2.py +0 -227
  272. package/src/tools_reminders 2.py +0 -86
  273. package/src/tools_reminders_crud 2.py +0 -159
  274. package/src/tools_sessions 2.py +0 -476
  275. package/src/tools_task_history 2.py +0 -57
  276. package/templates/CLAUDE.md 2.template +0 -63
  277. package/templates/openclaw 2.json +0 -13
  278. package/tests/__init__ 2.py +0 -0
  279. package/tests/__init__.py +0 -0
  280. package/tests/conftest 2.py +0 -71
  281. package/tests/conftest.py +0 -71
  282. package/tests/test_cognitive 2.py +0 -205
  283. package/tests/test_cognitive.py +0 -205
  284. package/tests/test_knowledge_graph 2.py +0 -140
  285. package/tests/test_knowledge_graph.py +0 -140
  286. package/tests/test_migrations 2.py +0 -137
  287. package/tests/test_migrations.py +0 -137
@@ -1,338 +0,0 @@
1
- """NEXO DB — Reminders module."""
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- import sqlite3, time, datetime
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- from datetime import timedelta
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- from db._core import get_db, now_epoch
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- from db._fts import fts_upsert
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-
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- # ── Reminders ──────────────────────────────────────────────────────
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-
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- def create_reminder(id: str, description: str, date: str = None,
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- status: str = 'PENDING', category: str = 'general') -> dict:
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- """Create a new reminder."""
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- conn = get_db()
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- now = now_epoch()
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- try:
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- conn.execute(
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- "INSERT INTO reminders (id, date, description, status, category, created_at, updated_at) "
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- "VALUES (?, ?, ?, ?, ?, ?, ?)",
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- (id, date, description, status, category, now, now)
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- )
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- conn.commit()
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- except sqlite3.IntegrityError:
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- return {"error": f"Reminder {id} already exists. Use update instead."}
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- row = conn.execute("SELECT * FROM reminders WHERE id = ?", (id,)).fetchone()
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- return dict(row)
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-
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-
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- def update_reminder(id: str, **kwargs) -> dict:
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- """Update any fields of a reminder: description, date, status, category."""
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- conn = get_db()
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- row = conn.execute("SELECT * FROM reminders WHERE id = ?", (id,)).fetchone()
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- if not row:
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- return {"error": f"Reminder {id} not found"}
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- allowed = {"description", "date", "status", "category"}
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- updates = {k: v for k, v in kwargs.items() if k in allowed}
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- if not updates:
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- return {"error": "No valid fields to update"}
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- updates["updated_at"] = now_epoch()
38
- set_clause = ", ".join(f"{k} = ?" for k in updates)
39
- values = list(updates.values()) + [id]
40
- conn.execute(f"UPDATE reminders SET {set_clause} WHERE id = ?", values)
41
- conn.commit()
42
- row = conn.execute("SELECT * FROM reminders WHERE id = ?", (id,)).fetchone()
43
- return dict(row)
44
-
45
-
46
- def complete_reminder(id: str) -> dict:
47
- """Mark a reminder as completed with today's date."""
48
- today = datetime.date.today().isoformat()
49
- return update_reminder(id, status="COMPLETED")
50
-
51
-
52
- def delete_reminder(id: str) -> bool:
53
- """Delete a reminder."""
54
- conn = get_db()
55
- result = conn.execute("DELETE FROM reminders WHERE id = ?", (id,))
56
- conn.commit()
57
- deleted = result.rowcount > 0
58
- return deleted
59
-
60
-
61
- def get_reminders(filter_type: str = 'all') -> list[dict]:
62
- """Get reminders by filter: 'all' (active), 'due' (date <= today), 'completed'."""
63
- conn = get_db()
64
- today = datetime.date.today().isoformat()
65
- if filter_type == 'completed':
66
- rows = conn.execute(
67
- "SELECT * FROM reminders WHERE status LIKE 'COMPLETED%' ORDER BY updated_at DESC"
68
- ).fetchall()
69
- elif filter_type == 'due':
70
- rows = conn.execute(
71
- "SELECT * FROM reminders WHERE status NOT LIKE 'COMPLETED%' "
72
- "AND status NOT IN ('DELETED','archived','blocked','waiting') "
73
- "AND date IS NOT NULL AND date <= ? "
74
- "ORDER BY date ASC",
75
- (today,)
76
- ).fetchall()
77
- else: # 'all' — active only
78
- rows = conn.execute(
79
- "SELECT * FROM reminders WHERE status NOT LIKE 'COMPLETED%' "
80
- "AND status NOT IN ('DELETED','archived','blocked','waiting') "
81
- "ORDER BY date ASC NULLS LAST"
82
- ).fetchall()
83
- return [dict(r) for r in rows]
84
-
85
-
86
- def get_reminder(id: str) -> dict | None:
87
- """Get a single reminder by id."""
88
- conn = get_db()
89
- row = conn.execute("SELECT * FROM reminders WHERE id = ?", (id,)).fetchone()
90
- return dict(row) if row else None
91
-
92
-
93
- def find_similar_followups(description: str, threshold: float = 0.3) -> list[dict]:
94
- """Find open followups similar to a description using keyword overlap.
95
-
96
- Uses asymmetric scoring: what fraction of the SMALLER token set overlaps
97
- with the larger. This handles different-length texts better than Jaccard.
98
-
99
- Returns matches sorted by similarity score (highest first).
100
- threshold: minimum overlap ratio (0.0-1.0) to consider a match.
101
- """
102
- conn = get_db()
103
- rows = conn.execute(
104
- "SELECT * FROM followups WHERE status NOT LIKE 'COMPLETED%' "
105
- "AND status NOT IN ('DELETED','archived','blocked','waiting')"
106
- ).fetchall()
107
-
108
- def tokenize(text: str) -> set:
109
- return {w.lower() for w in text.split() if len(w) > 3}
110
-
111
- query_tokens = tokenize(description)
112
- if not query_tokens:
113
- return []
114
-
115
- matches = []
116
- for row in rows:
117
- existing_tokens = tokenize(f"{row['id']} {row['description']} {row['verification'] or ''}")
118
- if not existing_tokens:
119
- continue
120
- intersection = query_tokens & existing_tokens
121
- if not intersection:
122
- continue
123
- smaller = min(len(query_tokens), len(existing_tokens))
124
- score = len(intersection) / smaller if smaller else 0
125
- if score >= threshold:
126
- matches.append({**dict(row), "_similarity": round(score, 2)})
127
-
128
- matches.sort(key=lambda x: x["_similarity"], reverse=True)
129
- return matches[:5]
130
-
131
-
132
- # ── Followups ──────────────────────────────────────────────────────
133
-
134
- def create_followup(id: str, description: str, date: str = None,
135
- verification: str = '', status: str = 'PENDING',
136
- reasoning: str = '', recurrence: str = None) -> dict:
137
- """Create a new followup with optional reasoning and recurrence.
138
-
139
- Checks for similar open followups before creating. If a match is found,
140
- returns a warning with the existing followup ID (still creates the new one).
141
-
142
- recurrence format: 'weekly:monday', 'monthly:1', 'monthly:10', 'quarterly', etc.
143
- When a recurring followup is completed, a new one is auto-created with the next date.
144
- """
145
- conn = get_db()
146
- now = now_epoch()
147
-
148
- # Anti-duplicate check
149
- similar = find_similar_followups(description)
150
- warning = ""
151
- if similar:
152
- ids = ", ".join(s["id"] for s in similar[:3])
153
- warning = f" ⚠ SIMILAR FOLLOWUPS EXIST: {ids} (scores: {', '.join(str(s['_similarity']) for s in similar[:3])}). Consider updating instead."
154
-
155
- try:
156
- conn.execute(
157
- "INSERT INTO followups (id, date, description, verification, status, reasoning, recurrence, created_at, updated_at) "
158
- "VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)",
159
- (id, date, description, verification, status, reasoning, recurrence, now, now)
160
- )
161
- conn.commit()
162
- fts_upsert("followup", id, id, f"{description} {verification} {reasoning}", "followup", commit=False)
163
- except sqlite3.IntegrityError:
164
- return {"error": f"Followup {id} already exists. Use update instead."}
165
- row = conn.execute("SELECT * FROM followups WHERE id = ?", (id,)).fetchone()
166
- result = dict(row)
167
- if warning:
168
- result["warning"] = warning
169
- return result
170
-
171
-
172
- def update_followup(id: str, **kwargs) -> dict:
173
- """Update any fields of a followup: description, date, verification, status, reasoning."""
174
- conn = get_db()
175
- row = conn.execute("SELECT * FROM followups WHERE id = ?", (id,)).fetchone()
176
- if not row:
177
- return {"error": f"Followup {id} not found"}
178
- allowed = {"description", "date", "verification", "status", "reasoning", "recurrence"}
179
- updates = {k: v for k, v in kwargs.items() if k in allowed}
180
- if not updates:
181
- return {"error": "No valid fields to update"}
182
- updates["updated_at"] = now_epoch()
183
- set_clause = ", ".join(f"{k} = ?" for k in updates)
184
- values = list(updates.values()) + [id]
185
- conn.execute(f"UPDATE followups SET {set_clause} WHERE id = ?", values)
186
- conn.commit()
187
- row = conn.execute("SELECT * FROM followups WHERE id = ?", (id,)).fetchone()
188
- r = dict(row)
189
- fts_upsert("followup", id, id, f"{r.get('description','')} {r.get('verification','')} {r.get('reasoning','')}", "followup", commit=False)
190
- return r
191
-
192
-
193
- def _calc_next_recurrence_date(recurrence: str, current_date: str = None) -> str:
194
- """Calculate the next date for a recurring followup.
195
-
196
- Formats:
197
- weekly:monday, weekly:thursday, weekly:friday, weekly:sunday
198
- monthly:1, monthly:10, monthly:15
199
- quarterly
200
- """
201
- today = datetime.date.today()
202
- base = datetime.date.fromisoformat(current_date) if current_date else today
203
-
204
- if recurrence.startswith('weekly:'):
205
- day_name = recurrence.split(':')[1].lower()
206
- day_map = {'monday': 0, 'tuesday': 1, 'wednesday': 2, 'thursday': 3,
207
- 'friday': 4, 'saturday': 5, 'sunday': 6}
208
- target_day = day_map.get(day_name, 0)
209
- days_ahead = (target_day - today.weekday()) % 7
210
- if days_ahead == 0:
211
- days_ahead = 7 # next week, not today
212
- return (today + datetime.timedelta(days=days_ahead)).isoformat()
213
-
214
- elif recurrence.startswith('monthly:'):
215
- target_day = int(recurrence.split(':')[1])
216
- # Next month from today
217
- if today.month == 12:
218
- next_date = datetime.date(today.year + 1, 1, min(target_day, 28))
219
- else:
220
- import calendar
221
- max_day = calendar.monthrange(today.year, today.month + 1)[1]
222
- next_date = datetime.date(today.year, today.month + 1, min(target_day, max_day))
223
- return next_date.isoformat()
224
-
225
- elif recurrence == 'quarterly':
226
- # 3 months from current date
227
- month = base.month + 3
228
- year = base.year
229
- if month > 12:
230
- month -= 12
231
- year += 1
232
- import calendar
233
- max_day = calendar.monthrange(year, month)[1]
234
- return datetime.date(year, month, min(base.day, max_day)).isoformat()
235
-
236
- return None
237
-
238
-
239
- def complete_followup(id: str, result: str = '') -> dict:
240
- """Mark a followup as completed with today's date and optional result.
241
- If the followup has a recurrence pattern, auto-creates the next occurrence."""
242
- conn = get_db()
243
- row = conn.execute("SELECT * FROM followups WHERE id = ?", (id,)).fetchone()
244
- if not row:
245
- return {"error": f"Followup {id} not found"}
246
-
247
- today = datetime.date.today().isoformat()
248
- kwargs = {"status": "COMPLETED"}
249
- if result:
250
- existing = row["verification"] or ''
251
- kwargs["verification"] = f"{existing}\n{result}".strip() if existing else result
252
-
253
- update_result = update_followup(id, **kwargs)
254
-
255
- # Auto-regenerate if recurring
256
- recurrence = row["recurrence"]
257
- if recurrence:
258
- next_date = _calc_next_recurrence_date(recurrence, row["date"])
259
- if next_date:
260
- # Rename completed one to include date suffix, then create fresh one
261
- archived_id = f"{id}-{today}"
262
- conn.execute("UPDATE followups SET id = ? WHERE id = ?", (archived_id, id))
263
- conn.commit()
264
-
265
- # Fix FTS: remove old entry for original ID, add entry for archived ID
266
- conn.execute("DELETE FROM unified_search WHERE source = 'followup' AND source_id = ?", (id,))
267
- archived_row = conn.execute("SELECT * FROM followups WHERE id = ?", (archived_id,)).fetchone()
268
- if archived_row:
269
- fts_upsert(
270
- "followup", archived_id, archived_id,
271
- f"{archived_row['description']} {archived_row['verification'] or ''} {archived_row['reasoning'] or ''}",
272
- "followup", commit=False,
273
- )
274
-
275
- # create_followup handles its own FTS entry for the new recurring ID
276
- create_followup(
277
- id=id,
278
- description=row["description"],
279
- date=next_date,
280
- verification='',
281
- reasoning=row["reasoning"] or '',
282
- recurrence=recurrence,
283
- )
284
-
285
- # Return accurate result: the completed one is now archived_id, not id
286
- return {
287
- "id": archived_id,
288
- "status": "COMPLETED",
289
- "recurrence": recurrence,
290
- "next_id": id,
291
- "next_date": next_date,
292
- }
293
-
294
- return update_result
295
-
296
-
297
- def delete_followup(id: str) -> bool:
298
- """Delete a followup."""
299
- conn = get_db()
300
- result = conn.execute("DELETE FROM followups WHERE id = ?", (id,))
301
- conn.execute("DELETE FROM unified_search WHERE source = 'followup' AND source_id = ?", (str(id),))
302
- conn.commit()
303
- deleted = result.rowcount > 0
304
- return deleted
305
-
306
-
307
- def get_followups(filter_type: str = 'all') -> list[dict]:
308
- """Get followups by filter: 'all' (active), 'due' (date <= today), 'completed'."""
309
- conn = get_db()
310
- today = datetime.date.today().isoformat()
311
- if filter_type == 'completed':
312
- rows = conn.execute(
313
- "SELECT * FROM followups WHERE status LIKE 'COMPLETED%' ORDER BY updated_at DESC"
314
- ).fetchall()
315
- elif filter_type == 'due':
316
- rows = conn.execute(
317
- "SELECT * FROM followups WHERE status NOT LIKE 'COMPLETED%' "
318
- "AND status NOT IN ('DELETED','archived','blocked','waiting') "
319
- "AND date IS NOT NULL AND date <= ? "
320
- "ORDER BY date ASC",
321
- (today,)
322
- ).fetchall()
323
- else: # 'all' — active only
324
- rows = conn.execute(
325
- "SELECT * FROM followups WHERE status NOT LIKE 'COMPLETED%' "
326
- "AND status NOT IN ('DELETED','archived','blocked','waiting') "
327
- "ORDER BY date ASC NULLS LAST"
328
- ).fetchall()
329
- return [dict(r) for r in rows]
330
-
331
-
332
- def get_followup(id: str) -> dict | None:
333
- """Get a single followup by id."""
334
- conn = get_db()
335
- row = conn.execute("SELECT * FROM followups WHERE id = ?", (id,)).fetchone()
336
- return dict(row) if row else None
337
-
338
-