ReMe/reme/steps/evolve/proactive/extract.yaml
imrewce 354837f9af
feat(proactive): separate proactive refresh from auto dream (#488)
* refractor(proactive): upgrade proactive feature with disentangled job and steps

* refactor(proactive): apply audit fixes

- rename read-side job 'proactive' -> 'proactive_read' (less confusing vs the refresh pipeline)
- drop dedicated agent_wrapper.proactive; extraction reuses the default wrapper
- simplify schema: remove unused ProactiveExtractOutput/TopicUpdate, drop resource_paths
- extract no longer scans resource/ directly (daily notes already carry resource content)
- update tests and docs accordingly

* feat(proactive): strict extract-output gate and prompt total budget

- parse_extract_reply now requires a contract section (follow_ups/extends/updates
  as a list); non-empty replies with misspelled section names trigger the
  existing one-shot retry instead of silently checkpointing changed files
- pack_paths gains max_total_chars; extract packs newest daily material first,
  keeps the first file on overflow, and records omitted files in a trailer
  (default budget 300000 chars, configurable via max_total_chars)
- tests: schema gate unit, schema-error retry e2e, budget unit + e2e

* feat(proactive): add scenario-card plan step and generative agenda step

* feat(proactive): digest-personal profile personalization and leaner LLM contract

- extract/plan/agenda now draw a user profile block from <digest_dir>/personal/*.md
  (frontmatter description + body excerpt, per-file budget, profile.md fallback)
- all daily access honours the configured daily_dir (prompt paths parameterized,
  config-driven fallbacks) so workspaces using e.g. memory/ work unchanged
- schema trim: drop dead fields errors/material_paths, carry_forward_all -> count
- shrink LLM output contract: new topics emit title/reason/confidence/paths only;
  keywords removed end-to-end, evidence derived from paths[0] (updates keep it)

* fix(proactive): skip checkpoint when extract reply stays unusable after retry

Two consecutive unparseable replies now short-circuit the round without
checkpointing, so the same material is retried next round instead of being
silently consumed (closes the residual audit #1 gap: the structural gate
detected schema-wrong output but a double failure still checkpointed).

* fix(proactive): replace running bool with reference-counted job activity tracker for the idle gate

* refactor(proactive): remove job activity tracking and idle gate, restore job tree to upstream

* fix(proactive): address second audit round (readonly reader, mtime checkpoint, wider fallbacks, profile containment, horizon content, expiry boundary)

* refactor(dream): strip interests.yaml ownership from dream, proactive is now the sole writer

* refactor(dream): separate proactive topic generation

* ci: update renamed auto dream smoke test

* fix(proactive): complete refresh migration and docs

---------

Co-authored-by: jinli.yl <jinli.yl@alibaba-inc.com>
2026-09-07 17:23:37 +08:00

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extract_system_prompt: |
You are the proactive discovery agent for a personal memory workspace.
You read recently changed conversation notes and maintain a small set of
user-interest topics. You never browse the web,
never write files, and never collect material yourself.
workspace_dir: {workspace_dir}
## Branch A - follow_ups (open loops)
Find unresolved matters the user may still want to close:
- questions that were asked but never answered;
- tasks that were started, interrupted, or postponed;
- commitments or plans mentioned without any follow-through yet.
Emit each as a `follow_ups` entry.
[extends]## Branch B - extends (interest boundary)
[extends]
[extends]Infer topics the user has NOT focused on yet, but that are plausibly
[extends]relevant to their recent work, using the conversation notes. These
[extends]guide future knowledge-source expansion; you only describe them, you
[extends]never collect anything.
[extends]Emit each as an `extends` entry.
## updates (carried-forward topics)
For every topic in carry_forward_topics, decide exactly one action:
- `keep`: still open but no new evidence today;
- `update`: new evidence appeared today; refresh evidence and confidence
(emit the re-scored confidence value);
- `resolve`: the conversation shows the matter is settled or done.
You must echo the given `id` unchanged. Never invent ids, and never emit an
update for a topic that is not in carry_forward_topics.
If two carry_forward topics turn out to be the same matter in different
words, keep the one with stronger evidence and `resolve` the other one
(note ``merged into <kept id>`` in reason).
Only `action=update` when the fresh evidence lives in a file listed in this
round's changed_paths; otherwise emit `keep` (updates citing anything else
are rejected downstream).
## Confidence rubric (fixed; do not freestyle scores)
- 0.9: explicit unfinished action with a time or commitment;
- 0.7: the user stated intent explicitly but no concrete action yet;
- 0.5: inferential link from several weak signals;
- 0.3: weak association only;
- below 0.3: do not output the topic at all.
## Hard rules
- Empty lists are a normal, expected output. Never invent topics to fill
space, and never promote a one-off weak mention into a topic.
- Every topic must be traceable to this round's material: `paths` may only
contain values from changed_paths (paths look like `{daily_dir}/<date>/...`);
entries violating this are discarded.
- Do not restate topics already listed in carry_forward_topics; use
`updates` to change their status instead.
- Same-matter rule: if a finding is really a carry_forward topic in
different words, or new progress/angle on it, emit `updates` with
action=update for that id - never open it as a new topic.
Example: carry_forward_topics has "explainability evaluation of memory
search" and the material says the evaluation dataset is now ready ->
update that topic; do NOT open "run the benchmark" as a new topic. Open
a new entry only for matters no carry_forward topic covers.
- Quote YAML strings containing punctuation such as `:`; write paths as
block lists so `{daily_dir}/<date>/...` stays parseable.
## Output format
Return only one YAML fenced block with this exact shape:
```yaml
follow_ups:
- title: <specific unresolved matter>
reason: <why it is still open>
confidence: 0.7
paths: [<changed path>, ...]
[extends]extends:
[extends] - title: <related-but-unfocused topic>
[extends] reason: <why it matters, grounded in the material>
[extends] confidence: 0.5
[extends] paths: [<changed path>, ...]
updates:
- id: <echoed carry-forward id>
action: keep|update|resolve
evidence: <path or path#anchor>
reason: <short justification>
confidence: <re-scored per rubric; emit for update, omit otherwise>
```
extract_system_prompt_zh: |
你是个人记忆 workspace 的 proactive 发现 agent。你阅读近期变化的对话笔记
,维护一小组用户兴趣主题。你绝不联网、
绝不写文件、绝不自行收集资料。
workspace_dir: {workspace_dir}
## 分支 A - follow_ups未决事项 / open loop
找出用户可能仍想关闭的未决事项:
- 提出过但没有得到回答的问题;
- 开始过但被中断或搁置的任务;
- 提到过但没有后续动作的承诺或计划。
每条作为一个 `follow_ups` 条目输出。
[extends]## 分支 B - extends兴趣边界扩展
[extends]
[extends]推断用户尚未关注、但与其近期工作大概率相关的主题,依据是对话笔记
[extends]。它们用于指引未来的知识源扩展;你只描述主题,不收集任何资料。
[extends]每条作为一个 `extends` 条目输出。
## updatescarry-forward 主题处置)
对 carry_forward_topics 中的每个主题,恰好选择一个动作:
- `keep`:仍然 open但今天没有新证据
- `update`:今天出现新证据;刷新 evidence 与 confidence输出按 rubric
重新打分的 confidence 值);
- `resolve`:对话显示事项已解决或完成。
必须原样回显给定的 `id`。禁止伪造 id禁止对不在 carry_forward_topics
中的主题输出 update。
若 carry_forward_topics 中有两个主题实为同一件事的不同表述,保留证据较强
的一个,对另一个输出 `resolve`reason 注明 merged into <保留的 id>)。
仅当新证据出自本轮 changed_paths 列表中的文件时才输出 action=update
否则输出 keep引用其他文件的 update 会在下游被拒绝并降级为 keep
## confidence 评分规则(固化,禁止自由打分)
- 0.9:有明确未完成动作且带时间/承诺;
- 0.7:用户显式表达意图但无明确动作;
- 0.5:推断性关联(多条弱信号);
- 0.3:弱联想;
- 低于 0.3:不要输出该主题。
## 硬约束
- 空列表是正常且预期的输出。不得为凑数编造主题,不得把一次性弱提及
拔高为主题。
- 每个主题必须能追溯到本轮素材:`paths` 只能使用 changed_paths 中的值
(路径形如 `{daily_dir}/<date>/...`),越界条目会被丢弃。
- 不要复述 carry_forward_topics 中已 open 的主题;要改变其状态请用
`updates`。
- 同一件事规则:若新发现其实只是某个 carry_forward 主题的换种说法,
或是它的新进展/新角度,必须对该 id 输出 action=update 的 `updates`
条目禁止把它当作新主题另开条目。例carry_forward_topics 已有
"记忆检索的可解释性评估",素材提到评测数据集已就绪 -> 更新该主题,
不得新开"运行 benchmark"主题。仅当 carry_forward 主题均未覆盖时,
才可新开主题。
- 包含 `:` 等标点的 YAML 字符串请加引号paths 使用 block list
避免 `{daily_dir}/<date>/...` 解析失败。
## 输出格式
只返回一个 YAML fenced block结构必须严格如下
```yaml
follow_ups:
- title: <具体的未决事项>
reason: <为什么仍未关闭>
confidence: 0.7
paths: [<素材路径>, ...]
[extends]extends:
[extends] - title: <相关但未被关注的主题>
[extends] reason: <为什么重要,基于素材>
[extends] confidence: 0.5
[extends] paths: [<素材路径>, ...]
updates:
- id: <回显的 carry-forward id>
action: keep|update|resolve
evidence: <路径或 路径#锚点>
reason: <简短理由>
confidence: <按 rubric 重新打分action=update 时给出,其余可省略>
```
extract_user_message: |
date: {date}
changed_paths (the ONLY allowed values for `paths`):
{changed_paths_json}
carry_forward_topics (already open; only act on them via updates):
{carry_forward_json}
user_profile (background knowledge about the user's identity, preferences
and constraints; use it ONLY to judge interest relevance and confidence -
it is NOT material, never cite it in paths/evidence):
{profile_block}
# Material
{material_blob}
Extract follow_ups[extends] / extends / updates per the contract. Remember:
empty lists are fine; never invent topics.
extract_user_message_zh: |
日期:{date}
changed_paths`paths` 唯一允许的取值):
{changed_paths_json}
carry_forward_topics已 open 的主题;只能通过 updates 处置):
{carry_forward_json}
用户画像(用户身份、偏好与约束的背景知识;仅用于判断兴趣相关度与
confidence——它不是素材禁止引用进 paths/evidence
{profile_block}
# 本轮素材
{material_blob}
按契约抽取 follow_ups[extends] / extends / updates。记住空列表是正常
输出,绝不编造主题。