Add attendee transformation workflows

2026-07-01 11:10:36 +02:00
parent 92e359646b
commit 5c67738939
23 changed files with 694 additions and 123 deletions
@@ -17,6 +17,14 @@ public interface IMeetingWorkflowEngine
        MeetingWorkflowEvent workflowEvent,
        MeetingAssistantOptions options,
        CancellationToken cancellationToken);
+
+    Task<string> TransformAttendeeAsync(
+        MeetingWorkflowEvent workflowEvent,
+        MeetingAssistantOptions options,
+        CancellationToken cancellationToken)
+    {
+        return Task.FromResult(workflowEvent.AttendeeName ?? "");
+    }
 }

 public sealed class NoopMeetingWorkflowEngine : IMeetingWorkflowEngine
@@ -38,6 +46,14 @@ public sealed class NoopMeetingWorkflowEngine : IMeetingWorkflowEngine
    {
        return Task.FromResult(workflowEvent.TranscriptLineText ?? "");
    }
+
+    public Task<string> TransformAttendeeAsync(
+        MeetingWorkflowEvent workflowEvent,
+        MeetingAssistantOptions options,
+        CancellationToken cancellationToken)
+    {
+        return Task.FromResult(workflowEvent.AttendeeName ?? "");
+    }
 }

 public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
@@ -54,7 +70,8 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
        "state.to",
        "speaker.name",
        MeetingWorkflowRuleSchema.PropertyTranscriptLine,
-        MeetingWorkflowRuleSchema.ParameterTranscriptSpeaker
+        MeetingWorkflowRuleSchema.ParameterTranscriptSpeaker,
+        MeetingWorkflowRuleSchema.PropertyAttendeeName
    ];

    private readonly IMeetingWorkflowRulesProvider rulesProvider;
@@ -98,6 +115,21 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
            ?? "";
    }

+    public async Task<string> TransformAttendeeAsync(
+        MeetingWorkflowEvent workflowEvent,
+        MeetingAssistantOptions options,
+        CancellationToken cancellationToken)
+    {
+        if (workflowEvent.Type != MeetingWorkflowEventType.AttendeeAdded)
+        {
+            throw new ArgumentException("Workflow event must be an attendee added event.", nameof(workflowEvent));
+        }
+
+        return await RunCoreAsync(workflowEvent, options, cancellationToken)
+            ?? workflowEvent.AttendeeName
+            ?? "";
+    }
+
    private async Task<string?> RunCoreAsync(
        MeetingWorkflowEvent workflowEvent,
        MeetingAssistantOptions options,
@@ -107,7 +139,7 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
        var context = new MeetingWorkflowExecutionContext(workflowEvent);
        if (rules.Count == 0)
        {
-            return context.TranscriptLine;
+            return context.ResultValue;
        }

        var meeting = await meetingNoteStore.ReadAsync(
@@ -134,10 +166,18 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
                var model = CreateTemplateModel(meeting, context);
                foreach (var step in rule.Steps)
                {
+                    if (workflowEvent.Type == MeetingWorkflowEventType.AttendeeAdded &&
+                        !IsAttendeeTransformStep(step))
+                    {
+                        throw new InvalidOperationException(
+                            "attendee_added workflow rules can only transform attendee.name with set_property.");
+                    }
+
                    var stepChanged = await ApplyStepAsync(
                        step,
                        meeting,
                        context,
+                        options,
                        model,
                        cancellationToken);
                    ruleNoteChanged |= stepChanged;
@@ -176,7 +216,7 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
                cancellationToken);
        }

-        return context.TranscriptLine;
+        return context.ResultValue;
    }

    private static bool MatchesTrigger(
@@ -229,9 +269,41 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
                        StringComparison.OrdinalIgnoreCase));
        }

+        if (trigger.AttendeeAdded is not null)
+        {
+            return workflowEvent.Type == MeetingWorkflowEventType.AttendeeAdded &&
+                MatchesAttendeeAddedTrigger(trigger.AttendeeAdded, workflowEvent.AttendeeName);
+        }
+
        return false;
    }

+    private static bool MatchesAttendeeAddedTrigger(
+        MeetingWorkflowAttendeeAddedTrigger trigger,
+        string? attendeeName)
+    {
+        var attendee = attendeeName ?? "";
+        if (!string.IsNullOrWhiteSpace(trigger.EqualsValue) &&
+            !string.Equals(attendee, trigger.EqualsValue.Trim(), StringComparison.OrdinalIgnoreCase))
+        {
+            return false;
+        }
+
+        if (!string.IsNullOrWhiteSpace(trigger.Contains) &&
+            !attendee.Contains(trigger.Contains.Trim(), StringComparison.OrdinalIgnoreCase))
+        {
+            return false;
+        }
+
+        if (!string.IsNullOrWhiteSpace(trigger.Regex) &&
+            !Regex.IsMatch(attendee, trigger.Regex, RegexOptions.IgnoreCase))
+        {
+            return false;
+        }
+
+        return true;
+    }
+
    private bool EvaluateConditions(
        IReadOnlyList<MeetingWorkflowCondition> conditions,
        MeetingNote meeting,
@@ -298,6 +370,7 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
        MeetingWorkflowStep step,
        MeetingNote meeting,
        MeetingWorkflowExecutionContext context,
+        MeetingAssistantOptions options,
        MeetingWorkflowTemplateModel model,
        CancellationToken cancellationToken)
    {
@@ -305,7 +378,11 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
        switch (step.Uses.Trim().ToLowerInvariant())
        {
            case MeetingWorkflowRuleSchema.StepAddAttendee:
-                return AddUnique(meeting.Frontmatter.Attendees, value, MeetingAttendeeNames.NormalizeDisplayName);
+                var attendee = await TransformAttendeeAsync(
+                    MeetingWorkflowEvent.AttendeeAdded(context.Event.Artifacts, value),
+                    options,
+                    cancellationToken);
+                return AddUnique(meeting.Frontmatter.Attendees, attendee, MeetingAttendeeNames.NormalizeDisplayName);
            case MeetingWorkflowRuleSchema.StepRemoveAttendee:
                return RemoveValue(meeting.Frontmatter.Attendees, value);
            case MeetingWorkflowRuleSchema.StepAddProject:
@@ -319,6 +396,9 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
            case MeetingWorkflowRuleSchema.StepSetProperty when IsTranscriptLineProperty(step.Property ?? step.Name):
                SetTranscriptLine(context, value);
                return false;
+            case MeetingWorkflowRuleSchema.StepSetProperty when IsAttendeeNameProperty(step.Property ?? step.Name):
+                SetAttendeeName(context, value);
+                return false;
            case MeetingWorkflowRuleSchema.StepSetProperty:
                return SetProperty(meeting, step.Property ?? step.Name, value);
            default:
@@ -370,11 +450,39 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
        context.TranscriptLine = value;
    }

+    private static void SetAttendeeName(
+        MeetingWorkflowExecutionContext context,
+        string value)
+    {
+        if (context.Event.Type != MeetingWorkflowEventType.AttendeeAdded)
+        {
+            throw new InvalidOperationException("The attendee.name property can only be set during attendee_added events.");
+        }
+
+        if (string.Equals(context.AttendeeName, value, StringComparison.Ordinal))
+        {
+            return;
+        }
+
+        context.AttendeeName = value;
+    }
+
    private static bool IsTranscriptLineProperty(string? property)
    {
        return MeetingWorkflowRuleSchema.IsProperty(property, MeetingWorkflowRuleSchema.PropertyTranscriptLine);
    }

+    private static bool IsAttendeeNameProperty(string? property)
+    {
+        return MeetingWorkflowRuleSchema.IsProperty(property, MeetingWorkflowRuleSchema.PropertyAttendeeName);
+    }
+
+    private static bool IsAttendeeTransformStep(MeetingWorkflowStep step)
+    {
+        return MeetingWorkflowRuleSchema.IsStep(step.Uses, MeetingWorkflowRuleSchema.StepSetProperty) &&
+            IsAttendeeNameProperty(step.Property ?? step.Name);
+    }
+
    private static bool AddUnique(
        List<string> values,
        string value,
@@ -456,7 +564,8 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
            ["state.to"] = workflowEvent.ToState is { } to ? MeetingWorkflowStateNames.ToRuleName(to) : "",
            ["speaker.name"] = workflowEvent.SpeakerName,
            [MeetingWorkflowRuleSchema.PropertyTranscriptLine] = context.TranscriptLine ?? "",
-            [MeetingWorkflowRuleSchema.ParameterTranscriptSpeaker] = workflowEvent.SpeakerName ?? ""
+            [MeetingWorkflowRuleSchema.ParameterTranscriptSpeaker] = workflowEvent.SpeakerName ?? "",
+            [MeetingWorkflowRuleSchema.PropertyAttendeeName] = context.AttendeeName ?? ""
        };
    }

@@ -480,7 +589,10 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
                : new MeetingWorkflowSpeakerModel(workflowEvent.SpeakerName),
            new MeetingWorkflowTranscriptModel(
                context.TranscriptLine ?? "",
-                workflowEvent.SpeakerName ?? ""));
+                workflowEvent.SpeakerName ?? ""),
+            string.IsNullOrWhiteSpace(context.AttendeeName)
+                ? null
+                : new MeetingWorkflowAttendeeModel(context.AttendeeName));
    }

    private sealed class MeetingWorkflowExecutionContext
@@ -489,10 +601,23 @@ public sealed class MeetingWorkflowEngine : IMeetingWorkflowEngine
        {
            Event = workflowEvent;
            TranscriptLine = workflowEvent.TranscriptLineText;
+            AttendeeName = workflowEvent.AttendeeName;
        }

        public MeetingWorkflowEvent Event { get; }

        public string? TranscriptLine { get; set; }
+
+        public string? AttendeeName { get; set; }
+
+        public string? ResultValue
+        {
+            get
+            {
+                return Event.Type == MeetingWorkflowEventType.AttendeeAdded
+                    ? AttendeeName
+                    : TranscriptLine;
+            }
+        }
    }
 }
@@ -7,7 +7,8 @@ public enum MeetingWorkflowEventType
    Created,
    StateTransition,
    SpeakerIdentified,
-    TranscriptLine
+    TranscriptLine,
+    AttendeeAdded
 }

 public sealed record MeetingWorkflowEvent(
@@ -16,7 +17,8 @@ public sealed record MeetingWorkflowEvent(
    AssistantContextState? FromState = null,
    AssistantContextState? ToState = null,
    string? SpeakerName = null,
-    string? TranscriptLineText = null)
+    string? TranscriptLineText = null,
+    string? AttendeeName = null)
 {
    public static MeetingWorkflowEvent Created(MeetingSessionArtifacts artifacts)
    {
@@ -49,4 +51,14 @@ public sealed record MeetingWorkflowEvent(
            SpeakerName: speakerName,
            TranscriptLineText: line);
    }
+
+    public static MeetingWorkflowEvent AttendeeAdded(
+        MeetingSessionArtifacts artifacts,
+        string attendeeName)
+    {
+        return new MeetingWorkflowEvent(
+            MeetingWorkflowEventType.AttendeeAdded,
+            artifacts,
+            AttendeeName: attendeeName);
+    }
 }
@@ -37,6 +37,9 @@ public sealed class MeetingWorkflowTrigger

    [YamlMember(Alias = "transcript_line")]
    public MeetingWorkflowTranscriptLineTrigger? TranscriptLine { get; set; }
+
+    [YamlMember(Alias = "attendee_added")]
+    public MeetingWorkflowAttendeeAddedTrigger? AttendeeAdded { get; set; }
 }

 public sealed class MeetingWorkflowStateTransitionTrigger
@@ -60,6 +63,18 @@ public sealed class MeetingWorkflowTranscriptLineTrigger
    public string? Speaker { get; set; }
 }

+public sealed class MeetingWorkflowAttendeeAddedTrigger
+{
+    [YamlMember(Alias = "equals")]
+    public string? EqualsValue { get; set; }
+
+    [YamlMember(Alias = "contains")]
+    public string? Contains { get; set; }
+
+    [YamlMember(Alias = "regex")]
+    public string? Regex { get; set; }
+}
+
 public sealed class MeetingWorkflowCondition
 {
    [YamlMember(Alias = "condition")]
@@ -94,7 +109,8 @@ public sealed record MeetingWorkflowTemplateModel(
    MeetingWorkflowMeetingModel Meeting,
    MeetingWorkflowEventModel Event,
    MeetingWorkflowSpeakerModel? Speaker,
-    MeetingWorkflowTranscriptModel? Transcript);
+    MeetingWorkflowTranscriptModel? Transcript,
+    MeetingWorkflowAttendeeModel? Attendee);

 public sealed record MeetingWorkflowMeetingModel(
    string Title,
@@ -111,6 +127,8 @@ public sealed record MeetingWorkflowSpeakerModel(string Name);

 public sealed record MeetingWorkflowTranscriptModel(string Line, string Speaker);

+public sealed record MeetingWorkflowAttendeeModel(string Name);
+
 internal static class MeetingWorkflowStateNames
 {
    public static string ToRuleName(AssistantContextState state)
@@ -12,13 +12,15 @@ internal static class MeetingWorkflowRuleSchema
    public const string PropertyMeetingTitle = "meeting.title";
    public const string PropertyTranscriptLine = "transcript.line";
    public const string ParameterTranscriptSpeaker = "transcript.speaker";
+    public const string PropertyAttendeeName = "attendee.name";

    public static readonly string[] SupportedTriggerKeys =
    [
        "created",
        "state_transition",
        "speaker_identified",
-        "transcript_line"
+        "transcript_line",
+        "attendee_added"
    ];

    public static readonly string[] SupportedConditionKeys =
@@ -42,7 +44,8 @@ internal static class MeetingWorkflowRuleSchema
    [
        PropertyTitle,
        PropertyMeetingTitle,
-        PropertyTranscriptLine
+        PropertyTranscriptLine,
+        PropertyAttendeeName
    ];

    public static bool IsStep(string? value, string step)
@@ -59,7 +59,8 @@ internal static class MeetingWorkflowRulesValidator
            trigger.Created is not null,
            trigger.StateTransition is not null,
            trigger.SpeakerIdentified is not null,
-            trigger.TranscriptLine is not null);
+            trigger.TranscriptLine is not null,
+            trigger.AttendeeAdded is not null);
        if (configuredCount == 0)
        {
            errors.Add($"{ruleName} on[{triggerIndex + 1}] must contain one supported trigger: {JoinAllowed(MeetingWorkflowRuleSchema.SupportedTriggerKeys)}.");
@@ -137,6 +138,12 @@ internal static class MeetingWorkflowRulesValidator
            return;
        }

+        if (HasAttendeeAddedTrigger(rule) &&
+            !IsAttendeeNameSetPropertyStep(step))
+        {
+            errors.Add($"{stepPath} on attendee_added rules can only transform the attendee with 'set_property' property 'attendee.name'.");
+        }
+
        if (MeetingWorkflowRuleSchema.IsStep(uses, MeetingWorkflowRuleSchema.StepSetProperty))
        {
            var property = step.Property ?? step.Name;
@@ -153,6 +160,11 @@ internal static class MeetingWorkflowRulesValidator
            {
                errors.Add($"{stepPath} can set 'transcript.line' only on rules with a transcript_line trigger.");
            }
+            else if (MeetingWorkflowRuleSchema.IsProperty(property, MeetingWorkflowRuleSchema.PropertyAttendeeName) &&
+                !HasAttendeeAddedTrigger(rule))
+            {
+                errors.Add($"{stepPath} can set 'attendee.name' only on rules with an attendee_added trigger.");
+            }
        }

        if (step.Value is { } value &&
@@ -181,6 +193,17 @@ internal static class MeetingWorkflowRulesValidator
        return rule.On.Any(static trigger => trigger.TranscriptLine is not null);
    }

+    private static bool HasAttendeeAddedTrigger(MeetingWorkflowRule rule)
+    {
+        return rule.On.Any(static trigger => trigger.AttendeeAdded is not null);
+    }
+
+    private static bool IsAttendeeNameSetPropertyStep(MeetingWorkflowStep step)
+    {
+        return MeetingWorkflowRuleSchema.IsStep(step.Uses, MeetingWorkflowRuleSchema.StepSetProperty) &&
+            MeetingWorkflowRuleSchema.IsProperty(step.Property ?? step.Name, MeetingWorkflowRuleSchema.PropertyAttendeeName);
+    }
+
    private static int CountConfigured(params bool[] values)
    {
        return values.Count(static value => value);
@@ -206,7 +229,8 @@ internal static class MeetingWorkflowRulesValidator
            new MeetingWorkflowSpeakerModel("Ada Lovelace"),
            new MeetingWorkflowTranscriptModel(
                "[00:00:01] Ada Lovelace: Validation line.",
-                "Ada Lovelace"));
+                "Ada Lovelace"),
+            new MeetingWorkflowAttendeeModel("Ada Lovelace"));
    }

    private static string FormatRazorValidationMessage(Exception exception)