Hermes 008 #8

2026-07-02T12:05:46-05:00

iamdoubz commented

2026-07-02 12:05:46 -05:00

Phase 8 progress: 6 of 8 tasks complete

✅ T8.2 Full-text search (FTS5) — with a startup backfill for pre-existing meetings
✅ T8.3 Tags + list filters (tag/participant/date)
✅ T8.4 PDF/Word export (pure-Rust, no external binary)
✅ T8.1 Note templates (4 built-ins, disambiguated from the existing LLM-prompt-bias concept)
✅ T8.5 Bulk export by date range/tag
✅ T8.6 Local reminders via Windows scheduled toast notifications (no polling timer — verified against the live OS API)

Phase 8 progress: 6 of 8 tasks complete - ✅ T8.2 Full-text search (FTS5) — with a startup backfill for pre-existing meetings - ✅ T8.3 Tags + list filters (tag/participant/date) - ✅ T8.4 PDF/Word export (pure-Rust, no external binary) - ✅ T8.1 Note templates (4 built-ins, disambiguated from the existing LLM-prompt-bias concept) - ✅ T8.5 Bulk export by date range/tag - ✅ T8.6 Local reminders via Windows scheduled toast notifications (no polling timer — verified against the live OS API)

iamdoubz added 49 commits 2026-07-02 12:05:47 -05:00

feat(search): add SearchHit type (T8.2, FR-SEARCH-1) b5aa1714ad

Same fields as MeetingListItem plus a highlighted snippet of what matched.

feat(search): wire meeting_fts population + real search (T8.2, FR-SEARCH-1) 68379f8f56

meeting_fts existed since migration 0001 but nothing ever wrote to it.
Adds reindex_fts (called from finalize_meeting/update_notes so the
index can't drift from what's on disk), a one-time startup backfill
for meetings finalized before this feature existed, delete_meeting
cleanup (meeting_fts is a virtual table with no FK/CASCADE support),
and a real Store::search() replacing the hardcoded stub. Query input
is phrase-quoted per token so stray FTS5 operators in free-text search
input can't throw a MATCH syntax error.

feat(search): add search command; route notes.md writes through the store (T8.2, FR-SEARCH-1) d928dfd51d

The initial notes.md render after finalize/resume/recovery bypassed
the Store abstraction entirely (raw std::fs::write) — routing it
through update_notes means that first render also gets FTS-indexed and
bumps updated_at, instead of only later manual edits doing either.

feat(search): register the search command (T8.2, FR-SEARCH-1) c9c049ce2a

docs: define SearchHit's shape for the search command (T8.2, FR-SEARCH-1) f2992508e0

Was referenced in the contract but never actually specified.

feat(ui): add SearchHit type + search() client wrapper (T8.2, FR-SEARCH-1) 354588e1ab

feat(ui): add search state + method to the meetings store (T8.2, FR-SEARCH-1) 3d1129ff1e

feat(ui): replace title-only filter with full-text search (T8.2, FR-SEARCH-1) 66d4c614bb

The search box now searches transcripts + notes (not just titles) and
shows a matched snippet per result. FTS5 is word-based rather than
substring-based, a deliberate tradeoff for gaining full-content search.

feat(tags): add tags fields to MeetingListItem/SearchHit (T8.3, FR-SEARCH-2) c2d282e5ba

feat(tags): wire tags + list filters (T8.3, FR-SEARCH-2) fc6a2fa0aa

tags/meeting_tags existed since migration 0001, completely unused.
Adds upsert_tag/tags_for_meeting (mirroring upsert_participant's
find-or-create pattern) and real set_tags/list_tags implementations.

Extends list_meetings with tag/participant/date filters via a new
MeetingFilter struct, replacing the old query-only signature — the
participant filter matches either a speaker mapped to that participant
or an attendee of the meeting's linked calendar event, since neither
signal alone covers "who was in this meeting." Tags are populated on
Meeting/MeetingListItem/SearchHit via a per-row lookup (N+1, but
meeting counts are small enough that this is simpler than GROUP_CONCAT
string-splitting).

feat(tags): add set_tags/list_tags commands; extend list_meetings (T8.3, FR-SEARCH-2) d1ca2f63dd

feat(tags): register set_tags/list_tags commands (T8.3, FR-SEARCH-2) e6e209e1c4

docs: update list_meetings signature; add list_tags contract (T8.3, FR-SEARCH-2) d41ecc5106

Drops limit/offset (never implemented, no pagination need yet at local
meeting counts) in favor of from/to date filters, matching FR-SEARCH-2's
"filter by date, tag, or participant" and what was actually built.

feat(ui): add MeetingFilter type + setTags/listTags wrappers (T8.3, FR-SEARCH-2) 15f72aaca6

feat(ui): add filter/tag state and setTags/loadTags to the meetings store (T8.3, FR-SEARCH-2) eb17cc68e0

feat(ui): tag/date filters and tag chips in the meetings list (T8.3, FR-SEARCH-2) bf74a3cc92

feat(ui): editable tags section in the meeting detail panel (T8.3, FR-SEARCH-2) 8f08b17be6

feat(export): add printpdf/docx-rs/pulldown-cmark deps (T8.4, FR-NOTE-4) 3dec299c4c

Pure-Rust PDF/Word generation and Markdown parsing — no external
binary or cloud conversion service, consistent with the fully-local
invariant.

feat(export): parse notes Markdown into a block model for PDF/Word (T8.4, FR-NOTE-4) f6a5b9583a

Fills in the ExportFormat::Pdf/Docx arms that previously errored
"lands in Phase 8". markdown_to_blocks() covers headings, paragraphs,
bullet/task lists, and bold runs — everything MarkdownNotes::to_markdown
and the notes editor's toolbar actually produce, not general Markdown.
Shared by both new renderer submodules (pdf, docx).

feat(export): PDF renderer via printpdf + built-in Helvetica (T8.4, FR-NOTE-4) ec7ae5c01f

Character-count word wrap (printpdf's builtin fonts expose no glyph
metrics) and per-boldness-run line groups (a bold speaker-name prefix
gets its own line above the dialogue) — simple choices that keep the
renderer self-contained with no bundled font asset.

feat(export): DOCX renderer via docx-rs (T8.4, FR-NOTE-4) 0425f64cfe

Bullet items get a literal "• " prefix rather than a real Word
numbered-list definition — this is read-only generated content, not
something the user continues typing into, so numbering-continuity
machinery isn't worth the extra API surface.

feat(export): wire pdf/docx formats into export_meeting (T8.4, FR-NOTE-4) 06bdf6d469

feat(ui): extend exportMeeting's format type to include pdf/docx (T8.4, FR-NOTE-4) 7b03b12f25

feat(ui): add Export PDF / Export Word buttons (T8.4, FR-NOTE-4) fd220641ac

feat(templates): add meetings.template_id column (T8.1, FR-NOTE-5) 67354642ab

Templates themselves are a built-in Rust catalog, not a DB table —
this just remembers which one a meeting picked, so re-rendering
notes.md on reprocess/resume keeps the same section structure.

feat(templates): NoteTemplate catalog + apply in to_markdown (T8.1, FR-NOTE-5) f63076ad06

4 built-in templates (Standup, 1:1, Sales Call, Retro), keyed by the
same meeting-type ids commands::summary_prompt_bias already uses for
LLM-prompt biasing — one identifier space shared by both, but two
independent lookups (structuring notes.md vs. biasing a summary
prompt). Section headers are prepended as an empty scaffold above the
auto-rendered speaker dialogue.

feat(templates): persist template_id; finalize_meeting returns it (T8.1, FR-NOTE-5) 6b5b359438

NewMeeting/Meeting gain template_id; finalize_meeting now returns it
(fetched via one cheap scalar SELECT) so callers that only have
segments/speakers in memory (not a fetched Meeting) can resolve the
template without a separate round-trip.

feat(templates): apply templates at all 4 notes-render call sites (T8.1, FR-NOTE-5) 2f56891d40

Adds StartRecordingArgs.template_id + list_note_templates command;
renames built_in_template to summary_prompt_bias to disambiguate it
from the new NoteTemplate concept (same meeting-type identifiers,
different purpose). Also fixes refresh_notes_and_notify (the
rename/merge-speaker refresh path) to route through
Store::update_notes instead of a raw std::fs::write — it was bypassing
T8.2's FTS reindexing, a gap missed there because this call site uses
meeting_dir(meeting_id) without the & that my earlier grep matched on.

feat(templates): register list_note_templates command (T8.1, FR-NOTE-5) 9a2177dd62

test: fix calendar_link_smoke_test for NewMeeting.template_id (T8.1) 31e644a671

docs: document template_id column and list_note_templates/start_recording (T8.1, FR-NOTE-5) 04628bcb46

feat(ui): add NoteTemplate type, listNoteTemplates, templateId param (T8.1, FR-NOTE-5) 181e874a2a

feat(ui): thread templateId through recording.start() (T8.1, FR-NOTE-5) 21d2b40961

feat(ui): note-template picker before starting a recording (T8.1, FR-NOTE-5) db838d9741

feat(export): add bulk_export_meetings (T8.5, FR-STORE-4) 5a5afa51e4

Extracts export_meeting_to as a shared helper (was duplicated inline
in export_meeting) so single and bulk export share identical
fetch+render logic. bulk_export_stem sanitizes+suffixes filenames with
an id prefix — meeting titles are very often duplicates ("Untitled
meeting") and would otherwise silently overwrite each other in a
batch. A meeting that fails to export is skipped rather than aborting
the whole run; also fixes export_meeting's doc comment, stale since
T8.4 added pdf/docx.

feat(export): register bulk_export_meetings command (T8.5, FR-STORE-4) 10f0e31903

docs: add bulk_export_meetings contract (T8.5, FR-STORE-4) 368763cb1d

feat(ui): add bulkExportMeetings client wrapper (T8.5, FR-STORE-4) 3a4b1a5d2f

feat(ui): bulk export button, reusing the tag/date filter state (T8.5, FR-STORE-4) 5f033e90f2

feat(reminders): add windows-rs WinRT notification features (T8.6, FR-CAL-5) 5b3ebb6cf0

Win32_UI_Shell (AppUserModelID), UI_Notifications + Data_Xml_Dom +
Foundation + Foundation_Collections (scheduled toast notifications and
IVectorView iteration for GetScheduledToastNotifications).

feat(reminders): schedule/cancel via Windows scheduled toast notifications (T8.6, FR-CAL-5) f6e0de5486

Chosen over an app-side polling timer specifically to honor NFR-RES-1
("no polling timers running when not recording") — Windows itself
delivers the toast at due_at, and a scheduled toast is cleared by the
OS after it fires, so there's no "already fired" bookkeeping needed in
this app either. Windows-only, matching hardware::dxgi's pattern: the
real WinRT implementation lives in a #[cfg(windows)] submodule behind
plain top-level functions.

Verified against the live Windows toast API (not just compiled): a
throwaway example scheduled a reminder, confirmed
GetScheduledToastNotifications() reported it back with the correct id,
then confirmed cancel() removed it.

feat(reminders): register module; init + startup reconcile (T8.6, FR-CAL-5) 26ad920182

Reschedules anything Windows' own toast schedule lost track of
(uninstall/reinstall, a changed AppUserModelID) — safe to run every
startup since schedule() is idempotent (cancels any existing entry for
the same action item id first).

feat(reminders): add ActionItem.reminder_set field (T8.6, FR-CAL-5) 47706cc0f3

feat(reminders): initialize reminder_set: false on drafted action items (T8.6) 994ace4b3f

feat(reminders): persist reminder_set; save_action_items returns saved rows (T8.6, FR-CAL-5) 7f97328a2d

reminder_set was accepted on the model but hard-coded to 0 on insert
and never included in the UPDATE. save_action_items's return type
changes from () to Vec<ActionItem> so the caller (which needs the row
id to key reminder scheduling) doesn't need a second round-trip for
newly-inserted items. Also adds list_pending_reminders for startup
reconciliation.

feat(reminders): schedule/cancel from confirm_action_items (T8.6, FR-CAL-5) 8a28854250

docs: document ActionItem.reminder_set and confirm_action_items' reminder side effect (T8.6, FR-CAL-5) e04e95d6da

feat(ui): add ActionItem.reminder_set to the TS type (T8.6, FR-CAL-5) f27c19d8de

feat(ui): due-date input + remind-me checkbox per action item (T8.6, FR-CAL-5) 0f7526770d

The due-date input is new too — action items previously had no way to
set one, which would have made the reminder checkbox unusable (a
reminder needs a due date to schedule against).

iamdoubz merged commit 09db187f13 into main

2026-07-02 12:05:56 -05:00

iamdoubz deleted branch hermes-008

2026-07-02 12:05:56 -05:00

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Reference: iamdoubz/WhispAssist#8