personal memory agent
Add support settings UI and first-day check-in generator
Settings app: Support section with 4 fields — enabled toggle, proactive
detection toggle, anonymous feedback toggle, and portal URL text input.
Uses existing auto-save pattern (data-section/data-key attributes).
Defaults added to journal_default.json, allowed_sections in routes.py.
First-day check-in: segment-scheduled generator with pre-hook guard.
Zero-cost skip when onboarding isn't complete or <1 hour has elapsed.
One-shot — records firstday_checkin_sent in awareness state to prevent
repeat. Post-hook spawns a support agent chat with a warm check-in.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
+196
+1
apps/settings/routes.py
+1
apps/settings/routes.py
+53
apps/settings/workspace.html
+53
apps/settings/workspace.html
···
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<button class="settings-nav-item" data-section="insights">Insights</button>
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<button class="settings-nav-item" data-section="security">Security</button>
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<button class="settings-nav-item" data-section="sync">Sync</button>
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<button class="settings-nav-item" data-section="support">Support</button>
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</div>
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<div class="settings-nav-group" id="facetNavGroup" style="display:none">
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<div class="settings-nav-label" id="facetNavLabel">Facet</div>
···
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</div>
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</section>
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<!-- Support Section -->
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<section class="settings-section" id="section-support">
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<h2>Support</h2>
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<p class="settings-section-desc">Configure how your sol communicates with sol pbc support.</p>
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<div class="settings-field">
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<div class="toggle-container" style="justify-content: flex-start; gap: 1em;">
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<label class="toggle-switch toggle-positive">
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<input type="checkbox" id="field-support-enabled" data-section="support" data-key="enabled">
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<span class="slider"></span>
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</label>
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<label for="field-support-enabled" class="toggle-label" style="cursor: pointer;">Support Agent</label>
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</div>
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<small>When enabled, your sol can file and track support tickets on your behalf. You always review and approve before anything is sent.</small>
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</div>
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<div class="settings-field">
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<div class="toggle-container" style="justify-content: flex-start; gap: 1em;">
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<label class="toggle-switch toggle-positive">
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<input type="checkbox" id="field-support-proactive" data-section="support" data-key="proactive">
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<span class="slider"></span>
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</label>
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<label for="field-support-proactive" class="toggle-label" style="cursor: pointer;">Proactive Detection</label>
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</div>
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<small>Detect repeated errors and suggest filing a support ticket. No data is sent — only a local notification.</small>
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</div>
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<div class="settings-field">
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<div class="toggle-container" style="justify-content: flex-start; gap: 1em;">
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<label class="toggle-switch toggle-positive">
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<input type="checkbox" id="field-support-anonymous" data-section="support" data-key="anonymous_feedback">
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<span class="slider"></span>
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</label>
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<label for="field-support-anonymous" class="toggle-label" style="cursor: pointer;">Anonymous Feedback</label>
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</div>
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<small>Strip installation identifiers when submitting feedback.</small>
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</div>
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<div class="settings-field">
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<label for="field-support-portal-url">Portal URL</label>
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<input type="text" id="field-support-portal-url" data-section="support" data-key="portal_url" placeholder="https://support.solpbc.org">
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<small>Support portal endpoint. Change this if you run your own portal.</small>
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</div>
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</section>
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<!-- Facet Appearance Section -->
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<section class="settings-section" id="section-facet-appearance" data-requires-facet>
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<div class="facet-header">
···
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// Convey (password)
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const convey = config.convey || {};
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setValue('field-password', convey.password || '');
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// Support settings
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const support = config.support || {};
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document.getElementById('field-support-enabled').checked = support.enabled !== false;
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document.getElementById('field-support-proactive').checked = support.proactive !== false;
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document.getElementById('field-support-anonymous').checked = support.anonymous_feedback || false;
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setValue('field-support-portal-url', support.portal_url || 'https://support.solpbc.org');
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// Env (API keys) - show status indicators
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// env = journal config status, system_env = shell/.env status
+17
muse/firstday_checkin.md
+17
muse/firstday_checkin.md
···
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{
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"type": "generate",
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"title": "First-Day Check-In",
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"description": "One-shot check-in after onboarding — spawns support agent chat",
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"schedule": "segment",
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"priority": 98,
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"output": "text",
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"hook": {"pre": "firstday_checkin", "post": "firstday_checkin"},
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"tier": 3,
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"thinking_budget": 512,
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"max_output_tokens": 256,
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"exclude_streams": ["import.*"]
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}
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This generator exists only to trigger the first-day check-in via its pre/post hooks. The pre-hook handles all logic — if it doesn't skip, the post-hook spawns a support agent chat. The LLM output is unused.
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Output "ok" — nothing else needed.
+119
muse/firstday_checkin.py
+119
muse/firstday_checkin.py
···
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+
# SPDX-License-Identifier: AGPL-3.0-only
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# Copyright (c) 2026 sol pbc
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"""First-day check-in hooks.
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Pre-hook: guards on awareness state — skips immediately (zero API cost)
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unless onboarding is complete and ~1 hour has elapsed since completion.
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One-shot: once the check-in fires, it never fires again.
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Post-hook: records that the check-in was sent and spawns a support
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agent chat for the user.
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"""
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from __future__ import annotations
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import logging
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from datetime import datetime
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logger = logging.getLogger(__name__)
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# Minimum hours after onboarding completion before check-in fires
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MIN_HOURS_AFTER_COMPLETE = 1.0
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+
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def pre_process(context: dict) -> dict | None:
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"""Guard: skip unless onboarding is complete and 1+ hour has elapsed.
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Returns dict with skip_reason to skip, or None to proceed.
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"""
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from think.awareness import get_onboarding
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onboarding = get_onboarding()
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status = onboarding.get("status")
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# Only fire after onboarding completes
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if status != "complete":
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return {"skip_reason": "not_complete"}
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# Only fire once
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if onboarding.get("firstday_checkin_sent"):
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return {"skip_reason": "already_sent"}
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# Check elapsed time since onboarding started
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# (onboarding.started is when they began, but we want time since completion;
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# since complete_onboarding() doesn't record a timestamp, use started + a
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# generous window — 1 hour after they started is a reasonable proxy for
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# "settled in")
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started = onboarding.get("started", "")
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if not started:
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return {"skip_reason": "no_start_time"}
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hours = _elapsed_hours(started)
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if hours < MIN_HOURS_AFTER_COMPLETE:
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return {"skip_reason": "too_soon"}
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# All conditions met — proceed
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return None
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def post_process(result: str, context: dict) -> str | None:
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"""Record check-in and spawn support agent chat."""
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from think.awareness import append_log, update_state
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# Record that we sent it (prevents repeat)
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update_state("onboarding", {"firstday_checkin_sent": _now_iso()})
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append_log(
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"state",
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key="onboarding.firstday_checkin_sent",
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message="First-day check-in sent to user",
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)
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# Spawn support agent chat with check-in prompt
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try:
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from apps.utils import get_app_storage_path
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from convey.utils import save_json
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from think.callosum import callosum_send
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from think.cortex_client import cortex_request
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from think.utils import now_ms
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prompt = (
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"The user recently completed onboarding. This is your first-day "
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"check-in. Send a warm, brief message: ask how things are going, "
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"if anything is surprising or confusing, and remind them you're "
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"here to help or capture feedback anytime. Keep it short and "
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"conversational — one message, not a wall of text."
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)
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agent_id = cortex_request(prompt=prompt, name="support")
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if agent_id:
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chat_record = {
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"ts": now_ms(),
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"muse": "support:support",
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"title": "Check-in",
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"agent_ids": [agent_id],
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}
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chats_dir = get_app_storage_path("chat", "chats")
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save_json(chats_dir / f"{agent_id}.json", chat_record)
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callosum_send("navigate", "request", path=f"/app/chat#{agent_id}")
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logger.info("Sent first-day check-in redirect: %s", agent_id)
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except Exception:
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logger.exception("Failed to send first-day check-in")
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+
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return result
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+
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+
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def _elapsed_hours(started_iso: str) -> float:
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"""Calculate hours elapsed since the started timestamp."""
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if not started_iso:
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return 0.0
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try:
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start = datetime.strptime(started_iso, "%Y%m%dT%H:%M:%S")
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elapsed = (datetime.now() - start).total_seconds()
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return elapsed / 3600
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except (ValueError, TypeError):
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return 0.0
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def _now_iso() -> str:
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"""Return current time as compact ISO string."""
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return datetime.now().strftime("%Y%m%dT%H:%M:%S")
+6
think/journal_default.json
+6
think/journal_default.json
···
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"email_addresses": [],
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"timezone": ""
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},
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"support": {
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"enabled": true,
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"proactive": true,
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"anonymous_feedback": false,
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"portal_url": "https://support.solpbc.org"
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},
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"describe": {
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"redact": [
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"use *** instead of any visible passwords, credentials, keys, tokens, and secrets",