diff options
Diffstat (limited to '.ai/workflows/triage-intake.org')
| -rw-r--r-- | .ai/workflows/triage-intake.org | 45 |
1 files changed, 36 insertions, 9 deletions
diff --git a/.ai/workflows/triage-intake.org b/.ai/workflows/triage-intake.org index 9e08142..55cc939 100644 --- a/.ai/workflows/triage-intake.org +++ b/.ai/workflows/triage-intake.org @@ -11,6 +11,8 @@ Think of it as the ER intake queue: every new message, invite, and PR notificati *This file is the engine.* It carries no sources of its own. Every source it scans comes from a *source plugin* — a =triage-intake.<source>.org= file the engine loads at Phase 0. The engine is source-agnostic and project-agnostic; the project- and account-specific knowledge lives entirely in the plugins. To add a source, drop a plugin file. To change one, edit its plugin. Never wire a source into this file. +*Which sources a project pulls is a per-project choice.* A *project-specific* plugin (=.ai/project-workflows/triage-intake.*.org=, never synced) is active by presence — dropping it is the declaration. A *general* plugin (=.ai/workflows/triage-intake.*.org=, template-synced into every project — personal Gmail, cmail, calendar, Telegram, GitHub PRs) is active only when the project names its basename in a =:TRIAGE_SOURCES:= line in =.ai/notes.org= Workflow State (space-separated basenames, e.g. =:TRIAGE_SOURCES: personal-gmail cmail=). A project that declares nothing and owns no project plugin pulls nothing. This is the Phase 0 activation gate — presence is capability, the declaration is activation (see =docs/specs/2026-07-20-triage-source-activation-spec.org=). + Distinct from =daily-prep.org=: - *daily-prep* — heavier, once daily, builds the day's plan + standup brief + meeting prep + time blocks. - *triage-intake* — fast, repeatable, just answers "what's new since last check?" @@ -37,6 +39,8 @@ Typical timing: Do *not* use when running daily-prep — daily-prep already does this as Phase 3. +Also runs unattended as sentry's triage pass (=sentry.org=, pass 3): sentry invokes this engine under its no-approvals contract, where destructive actions (deleting, archiving, sending) queue for the morning-approval review instead of firing. The trigger phrases above are unchanged — a manual "triage intake" always routes here directly. + * Execution @@ -56,16 +60,18 @@ ls .ai/workflows/triage-intake.*.org .ai/project-workflows/triage-intake.*.org 2 The glob exclude is automatic: =triage-intake.*.org= matches the plugins but not this engine file (=triage-intake.org= has no second dot-segment), so the engine never loads itself. After globbing, for each plugin file: -1. Read it. -2. Evaluate its =ENABLED= precondition. If false, *announce the skip with its reason* ("skipping linear — mcp__linear not present") and move on. -3. The surviving set is the source list for Phases A-D. +1. *Activation gate.* A *general* plugin (from =.ai/workflows/=, template-synced into every project) is active only if its basename appears in the project's =:TRIAGE_SOURCES:= declaration (=.ai/notes.org= Workflow State — a space-separated list of source basenames). If it isn't declared, it is *inactive*: announce it ("inactive: personal-gmail — not in :TRIAGE_SOURCES:") and skip it. A *project-specific* plugin (from =.ai/project-workflows/=, never synced) is always active — dropping it there is itself the per-project declaration. This is what stops the synced general plugins from self-activating in projects that aren't triage targets: presence is capability, the declaration is activation (see =docs/specs/2026-07-20-triage-source-activation-spec.org=). An absent or empty =:TRIAGE_SOURCES:= means no general sources are active; a project with no declaration and no project plugin has no active sources, so triage no-ops there. +2. Read it. +3. Evaluate its =ENABLED= precondition. If false, *announce the skip with its reason* ("skipping linear — mcp__linear not present") and move on. +4. The surviving set — active and enabled — is the source list for Phases A-D. -*Announce the loaded set before scanning* so the omission can't hide: +*Announce the loaded set before scanning* so the omission can't hide — inactive (undeclared) plugins are named too, so a general plugin left out of =:TRIAGE_SOURCES:= is a visible choice, not a silent drop: #+begin_example -Loaded 5 source plugins: - general: personal-gmail, personal-calendar, cmail, github-prs +Loaded 2 source plugins (:TRIAGE_SOURCES: personal-gmail cmail): + general: personal-gmail, cmail project: deepsat-gmail + inactive (undeclared): personal-calendar, github-prs, telegram skipped: linear (mcp__linear not present) #+end_example @@ -203,6 +209,22 @@ Auto mode runs as a =/loop= in the *live session*, not a detached cron job: Running in the live session means MCP auth (Slack, Gmail, Linear) is inherited from the session — the headless-auth wall that blocks a detached cron run does not apply. A durable cross-session schedule is out of scope here; that belongs to the morning-ops orchestrator, which can later invoke auto mode's accumulate behavior as its triage limb. The close/stop commands below require a live session by design. +*** Phone delivery — push each signal sweep via =agent-text= + +Auto mode exists for when Craig is away from the desk, so a sweep that surfaces something worth seeing is delivered to his phone, not just printed into a session he isn't watching. After a sweep that renders the full three sections — one with real deltas or an unacked-list change (see "End-of-sweep output" below) — send that same output to his phone over Signal with =agent-text=: + +#+begin_src bash +agent-text "$SWEEP_SUMMARY" +#+end_src + +The pushed text is the *fuller* three-section shape, not a terse one-liner: the per-source deltas, the responses-awaiting-acknowledgment list, and the timestamp, led by a ⚠ SCAN FAILED banner if any source failed. + +*Signal-only — never on a quiet sweep.* An empty sweep (the =triage intake at HH:MM: nothing= heartbeat) does *not* push to the phone. Silent-until-signal (see =docs/specs/2026-07-20-silent-until-signal-monitors-spec.org=) governs the phone channel too, so the phone stays silent until a sweep has real signal. The in-session heartbeat still prints as proof the loop ran; the phone is reserved for something that actually needs Craig. (Craig's ruling, 2026-07-20: the higher-cost channel doesn't buzz with "nothing.") + +If =agent-text= isn't on =PATH=, fall back to inline delivery and say so once. + +*Reply polling is deferred.* The send half ships here; polling the phone for Craig's replies (the =phone-recv= half of the retired ntfy design) waits on the reply-correlation follow-up. With the Signal account linked on more than one device, a reply fans out to every device and neither knows which page it answers — that has to be resolved before auto mode reads replies back. Until then auto mode pushes but does not poll, and Craig acts on a pushed summary from wherever he picks it up. + ** Preconditions and Close-out Auto mode borrows the inbox monitor-mode gates (=inbox.org= monitor mode): do not start on a dirty worktree or a red test suite — a close's batch commit would otherwise sweep up unrelated changes — and leave the tree clean and green when the loop stops. Surface a blocker with inline numbered options per =interaction.md= and wait. @@ -218,11 +240,13 @@ Each sweep runs Phase 0 (load *both* plugin dirs — the loud requirement still - DOES update an active daily-prep in Update mode and re-open it on change (per =daily-prep.org=). - DOES report, deltas-only, with loud scan-failure banners (Phase C rules unchanged). -** End-of-sweep output — three sections +** End-of-sweep output — three sections, or one heartbeat + +*Silent-until-signal (see =docs/specs/2026-07-20-silent-until-signal-monitors-spec.org=).* An *empty sweep* — no deltas since the previous sweep and no change to the awaiting-acknowledgment list — collapses to a single heartbeat line and nothing else: =triage intake at HH:MM: nothing= (HH:MM local, from =date=). Detection still runs in full (Phase 0 plus the A-D scan, against the session's inherited MCP auth); only the output collapses, so a long unattended run stops filling the session with identical "no changes" blocks. A sweep with real deltas or an unacked-list change prints the full three sections below, and — when away — pushes them to Craig's phone via =agent-text= (see "Phone delivery" above). The empty-sweep heartbeat is never pushed. -1. *Deltas* — what changed since the *previous sweep* (the standard Phase C summary scoped to the inter-sweep delta; one line if nothing: "HH:MM sweep: no changes"). +1. *Deltas* — what changed since the *previous sweep* (the standard Phase C summary scoped to the inter-sweep delta). 2. *Responses awaiting your acknowledgment* — every Slack reply, email, or message directed at Craig that he hasn't acknowledged or had the agent answer. A *running list carried forward across sweeps* until Craig acks each item or closes the triage. An away user's first need is "who's waiting to hear back from me," which a delta-only sweep loses the moment it scrolls past. -3. *Timestamp* — the current date, time, and timezone on the sweep's own final line, so an away reader sees how fresh the summary is without computing it. Print it on *every* sweep, including a quiet "no changes" one — on a quiet sweep the stamp is the proof the loop ran. Generate it with: +3. *Timestamp* — the current date, time, and timezone on the sweep's own final line, so an away reader sees how fresh the summary is without computing it. Print it on every sweep that prints these three sections. On an *empty* sweep there is no separate timestamp line — the heartbeat (=triage intake at HH:MM: nothing=) is itself the freshness stamp and the proof the loop ran. Generate it with: #+begin_src bash date "+%A %Y-%m-%d %H:%M:%S %Z (%z)" @@ -416,6 +440,9 @@ Update the engine as the orchestration pattern evolves; update a plugin as its s *** Updates and Learnings +**** 2026-07-20: Phone delivery for signal sweeps (=agent-text=, send half) +Auto mode now pushes a full-three-section sweep to Craig's phone over Signal via =agent-text=, the away-from-desk delivery the retired ntfy design carried before ntfy was torn down (2026-07-04). Transport is =agent-text= (the renamed Signal pager), not ntfy. Signal-only by Craig's 2026-07-20 ruling: a quiet sweep's =nothing= heartbeat never reaches the phone — silent-until-signal governs the phone channel too, so the higher-cost channel only fires when a sweep has real signal, while the in-session heartbeat stays as proof the loop ran. Falls back to inline when =agent-text= is absent. Only the send half ships; reply polling (the old =phone-recv=) waits on the reply-correlation follow-up, because a Signal reply fans out to every linked device and neither knows which page it answers. + **** 2026-07-18: Three-section digest + close-by-default (Phase C/D rewrite) Craig's ruling after a 42h-gap sweep where the long-form report (top signals + per-source breakdown + 7-option action menu) was followed by "summarize the notable items" — and the digest that answered it was the report he wanted first. Phase C now renders ==TASKS== (work items needing Craig, solo-executable first, priority order) / ==FYI== (work context, no action owed) / ==MISC== (everything outside the project, actions stated inline), then exactly two options (close-and-file / close-and-execute-solo, the latter only when solo items exist), timestamp last. Per-source blocks and the itemized action menu are gone from the default surface (long form on request). Phase D became the close: it runs as the next action no matter what Craig replies (unless he explicitly holds), includes the mail hygiene on every scanned account without itemized confirmation, files the TASKS, clears resolved unacked items, advances the sentinel, and tears down started services. Solo = mechanical + standing-approved + no prose under Craig's name; prose sends and destructive non-mail actions stay gated. The stay-open-until-confirmed exit loop is retired. Same-day addendum: the "and reroute" modifier ("1 and reroute") — MISC items are surfaced-only by default (never filed to this project's todo.org); appending the modifier delivers each outside-project item to its owner's inbox via inbox-send per the cross-project rule. |