personal memory agent
init: add retention config step to setup wizard
Add a "your recordings" retention configuration step between observers
(step 4) and get started (step 6) in the first-time setup wizard.
Users choose between keep-forever, keep-N-days, and delete-after-
processing modes with day presets (7/30/90/custom).
finalize() includes retention_mode and retention_days in the POST
payload; init_finalize() writes them as retention.raw_media and
retention.raw_media_days to journal.json. Default is days/7 when
untouched.
Remove the hard-coded retention paragraph from the welcome screen
since users now configure retention during setup.
+105
-4
-1
apps/home/workspace.html
-1
apps/home/workspace.html
···
953
953
<div class="pulse-welcome">
954
954
<h2>welcome to your home page</h2>
955
955
<p>this is where your day comes together — narrative summaries, calendar events, tasks, routines, and the people in your network. as solstone captures and processes your day, sections will appear here automatically.</p>
956
-
<p>your recordings are kept for 7 days by default, then cleaned up after processing. you can change this anytime in <a href="/app/settings#storage">settings</a>.</p>
957
956
<a href="/app/health">check system health →</a>
958
957
</div>
959
958
{% endif %}
+13
convey/root.py
+13
convey/root.py
···
238
238
if gemini_key:
239
239
config.setdefault("env", {})["GOOGLE_API_KEY"] = gemini_key
240
240
config.setdefault("setup", {})["completed_at"] = now_ms()
241
+
retention_mode = data.get("retention_mode", "days")
242
+
retention_days = data.get("retention_days", 7)
243
+
if isinstance(retention_days, str):
244
+
try:
245
+
retention_days = int(retention_days)
246
+
except (ValueError, TypeError):
247
+
retention_days = 7
248
+
config.setdefault("retention", {}).update(
249
+
{
250
+
"raw_media": retention_mode,
251
+
"raw_media_days": retention_days if retention_mode == "days" else None,
252
+
}
253
+
)
241
254
242
255
config_path = Path(get_journal()) / "config" / "journal.json"
243
256
config_path.parent.mkdir(parents=True, exist_ok=True)
+64
-3
convey/templates/init.html
+64
-3
convey/templates/init.html
···
59
59
.observer-empty { font-size: 0.85rem; color: #888; }
60
60
.observer-empty a { color: #b06a1a; }
61
61
.footer-note { font-size: 0.88rem; color: #767676; margin-top: 1.5rem; text-align: center; }
62
+
.settings-mode-btn {
63
+
padding: 0.5em 1em; border: 1px solid #ccc; border-radius: 4px;
64
+
background: #fff; color: #555; cursor: pointer; font-size: 0.85rem;
65
+
}
66
+
.settings-mode-btn:hover { border-color: #999; }
67
+
.settings-mode-btn:active:not(.active) { background: #f5f5f5; }
68
+
.settings-mode-btn.active { background: #E8923A; color: #fff; border-color: #E8923A; }
69
+
.settings-preset-btn {
70
+
padding: 0.35em 0.75em; border: 1px solid #ccc; border-radius: 4px;
71
+
background: #fff; color: #555; cursor: pointer; font-size: 0.85rem;
72
+
}
73
+
.settings-preset-btn:hover { border-color: #999; }
74
+
.settings-preset-btn.active { border-color: #E8923A; color: #E8923A; }
75
+
.retention-days-row { display: flex; align-items: center; gap: 0.5rem; margin-top: 0.5rem; }
76
+
.retention-days-row input[type="number"] {
77
+
width: 5em; padding: 0.35em 0.5em; border: 2px solid #ddd; border-radius: 8px;
78
+
font-size: 0.85rem; box-sizing: border-box;
79
+
}
80
+
.retention-days-row input[type="number"]:focus { outline: none; border-color: #E8923A; }
62
81
</style>
63
82
</head>
64
83
<body>
···
131
150
</div>
132
151
</section>
133
152
153
+
<section class="init-section disabled" id="section-recordings">
154
+
<h3>5. your recordings</h3>
155
+
<p class="section-hint">choose how long to keep raw audio and screen recordings. you can change this anytime in settings.</p>
156
+
<div class="field-group">
157
+
<div style="display: flex; gap: 0.5rem; flex-wrap: wrap;">
158
+
<button type="button" class="settings-mode-btn active" data-mode="days" onclick="setRetentionMode('days')">keep N days</button>
159
+
<button type="button" class="settings-mode-btn" data-mode="keep" onclick="setRetentionMode('keep')">keep forever</button>
160
+
<button type="button" class="settings-mode-btn" data-mode="processed" onclick="setRetentionMode('processed')">delete after processing</button>
161
+
</div>
162
+
<div id="retention-days-field" class="retention-days-row">
163
+
<button type="button" class="settings-preset-btn active" data-days="7" onclick="setRetentionDays(7)">7</button>
164
+
<button type="button" class="settings-preset-btn" data-days="30" onclick="setRetentionDays(30)">30</button>
165
+
<button type="button" class="settings-preset-btn" data-days="90" onclick="setRetentionDays(90)">90</button>
166
+
<input type="number" id="retention-days-input" min="1" max="365" value="7" onchange="setRetentionDaysCustom(this.value)">
167
+
<span style="font-size: 0.85rem; color: #666;">days</span>
168
+
</div>
169
+
</div>
170
+
</section>
171
+
134
172
<section class="init-section disabled" id="section-finalize">
135
-
<h3>5. get started</h3>
173
+
<h3>6. get started</h3>
136
174
<p class="section-hint">solstone works best with a coding agent. open a terminal, navigate to your solstone directory, and ask it to help you set up:</p>
137
175
<p class="section-hint"><code>cd {{ repo_path }} && claude "help me set up solstone"</code></p>
138
176
<p class="section-hint"><code>cd {{ repo_path }} && codex "help me set up solstone"</code></p>
···
180
218
let detectedTimezone = '';
181
219
182
220
function unlockSections() {
183
-
['section-identity', 'section-provider', 'section-observers', 'section-finalize'].forEach(id => {
221
+
['section-identity', 'section-provider', 'section-observers', 'section-recordings', 'section-finalize'].forEach(id => {
184
222
const section = document.getElementById(id);
185
223
section.classList.remove('disabled');
186
224
section.querySelectorAll('input[disabled]').forEach(inp => inp.disabled = false);
···
250
288
} catch (err) {}
251
289
}
252
290
291
+
function setRetentionMode(mode) {
292
+
document.querySelectorAll('#section-recordings .settings-mode-btn').forEach(btn => {
293
+
btn.classList.toggle('active', btn.dataset.mode === mode);
294
+
});
295
+
document.getElementById('retention-days-field').style.display = mode === 'days' ? 'flex' : 'none';
296
+
}
297
+
298
+
function setRetentionDays(days) {
299
+
document.querySelectorAll('#section-recordings .settings-preset-btn').forEach(btn => {
300
+
btn.classList.toggle('active', parseInt(btn.dataset.days) === days);
301
+
});
302
+
document.getElementById('retention-days-input').value = days;
303
+
}
304
+
305
+
function setRetentionDaysCustom(value) {
306
+
const days = parseInt(value) || 7;
307
+
document.querySelectorAll('#section-recordings .settings-preset-btn').forEach(btn => {
308
+
btn.classList.toggle('active', parseInt(btn.dataset.days) === days);
309
+
});
310
+
}
311
+
253
312
async function finalize() {
254
313
try {
255
314
const resp = await fetch('/init/finalize', {
···
259
318
name: document.getElementById('name').value.trim(),
260
319
preferred: document.getElementById('preferred').value.trim(),
261
320
timezone: detectedTimezone,
262
-
gemini_key: document.getElementById('gemini-key').value.trim()
321
+
gemini_key: document.getElementById('gemini-key').value.trim(),
322
+
retention_mode: (document.querySelector('#section-recordings .settings-mode-btn.active') || {}).dataset?.mode || 'days',
323
+
retention_days: parseInt(document.getElementById('retention-days-input').value) || 7
263
324
})
264
325
});
265
326
const data = await resp.json();
+28
tests/test_init.py
+28
tests/test_init.py
···
247
247
resp = fresh_client.get("/init")
248
248
assert resp.status_code == 302
249
249
250
+
def test_finalize_with_retention_config(self, fresh_client, journal_copy):
251
+
"""Finalize with explicit retention config writes correct values."""
252
+
resp = fresh_client.post(
253
+
"/init/finalize",
254
+
json={
255
+
"password": "securepass123",
256
+
"retention_mode": "processed",
257
+
"retention_days": 30,
258
+
},
259
+
content_type="application/json",
260
+
)
261
+
assert resp.status_code == 200
262
+
config = _read_config(journal_copy)
263
+
assert config["retention"]["raw_media"] == "processed"
264
+
assert config["retention"]["raw_media_days"] is None
265
+
266
+
def test_finalize_default_retention(self, fresh_client, journal_copy):
267
+
"""Finalize without retention fields writes default (days/7)."""
268
+
resp = fresh_client.post(
269
+
"/init/finalize",
270
+
json={"password": "securepass123"},
271
+
content_type="application/json",
272
+
)
273
+
assert resp.status_code == 200
274
+
config = _read_config(journal_copy)
275
+
assert config["retention"]["raw_media"] == "days"
276
+
assert config["retention"]["raw_media_days"] == 7
277
+
250
278
251
279
class TestRemovedEndpoints:
252
280
"""Verify old endpoints no longer exist."""