Add attendee transformation workflows

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2026-07-01 11:10:36 +02:00
parent 92e359646b
commit 5c67738939
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@@ -221,105 +221,32 @@ Meeting Assistant SHALL expose a diagnostic endpoint that reloads application co
- **AND** future workflow events use the reloaded workflow automation configuration
### Requirement: Meeting automation rules support lifecycle triggers
Meeting Assistant SHALL support rule triggers for `created`, `state_transition`, `speaker_identified`, and `transcript_line`.
Meeting Assistant SHALL support rule triggers for `created`, `state_transition`, `speaker_identified`, `transcript_line`, and `attendee_added`.
A `state_transition` trigger MAY filter by `from`, `to`, or both state values.
An `attendee_added` trigger MAY filter by `equals`, `contains`, or `regex` against the attendee value being added. `equals` and `contains` filters SHALL match case-insensitively.
A `speaker_identified` trigger MAY filter by speaker name.
Meeting Assistant SHALL apply attendee-added transformations before storing attendees added from meeting metadata, accepted recording-prompt metadata, workflow `add_attendee` steps, screenshot OCR, speaker identity updates, and summarizer add-attendee tools.
A `transcript_line` trigger MAY filter by speaker name.
Workflow rule execution SHALL log each triggered rule with its rule name and event type.
Workflow rule execution SHALL log rule failures with the rule name and event type.
#### Scenario: State transition rule matches from and to
- **GIVEN** a configured rule that triggers on a state transition from `collecting metadata` to `transcribing`
- **WHEN** Meeting Assistant transitions that meeting from `collecting metadata` to `transcribing`
- **THEN** it applies the rule steps
#### Scenario: Speaker identified rule filters by name
- **GIVEN** a configured rule that triggers when speaker `Ada` is identified
- **WHEN** Meeting Assistant identifies speaker `Grace`
- **THEN** it does not apply the rule
- **WHEN** Meeting Assistant identifies speaker `Ada`
- **THEN** it applies the rule steps
#### Scenario: Transcript line rule rewrites masked profanity after durable append
- **GIVEN** a configured rule that triggers on transcript line writes and sets `transcript.line` by replacing `*****` with `[redacted]`
- **WHEN** Meeting Assistant writes a transcript line for speaker `Guest-1` containing `*****`
- **THEN** Meeting Assistant first appends the original formatted line to the transcript file
- **AND** rewrites that written line to contain `[redacted]`
- **AND** the final written transcript line does not contain `*****`
#### Scenario: Transcript line workflow failure keeps transcript writing
- **GIVEN** a configured transcript line workflow rule fails while processing a transcript line
- **WHEN** Meeting Assistant receives that live transcript segment
- **THEN** Meeting Assistant keeps the original formatted line in the transcript file
- **AND** logs the workflow rule failure
- **AND** continues processing later transcript segments
#### Scenario: Attendee added rule filters and transforms a metadata attendee
- **GIVEN** a configured rule that triggers on added attendees containing `@contoso.com`
- **AND** the rule sets `attendee.name` to a display name derived from the added attendee
- **WHEN** Meeting Assistant adds attendee `Ada Lovelace <ada@contoso.com>` from meeting metadata
- **THEN** the stored meeting attendee is the transformed attendee name
- **AND** the original attendee string is not stored
### Requirement: Meeting automation rules support conditions and steps
Meeting Assistant SHALL support rule conditions using an expression engine.
Meeting Assistant SHALL expose the added attendee name to `attendee_added` rule conditions and Razor step templates as `attendee.name`.
Rules SHALL support nested `and`, `or`, and `not` condition groups.
The `set_property` step SHALL support setting `attendee.name` during `attendee_added` events.
Step values SHALL support Razor syntax against the current meeting event model.
Rules with an `attendee_added` trigger SHALL be limited to transforming `attendee.name` with `set_property`.
Rendered step values SHALL be treated as plain UTF-8 text for markdown artifacts and SHALL NOT persist Razor HTML entity encoding.
Direct meeting note file writes SHALL NOT emit `attendee_added` or transform attendee values.
Step values SHALL treat `@` characters inside valid email address tokens as literal text rather than Razor transitions.
Meeting Assistant SHALL expose the formatted transcript line and transcript speaker to `transcript_line` rule conditions and Razor step templates.
Meeting Assistant SHALL support these initial rule steps:
- `add_attendee`
- `remove_attendee`
- `set_property`
- `add_context`
- `add_project`
The `set_property` step SHALL support setting `transcript.line` during `transcript_line` events.
#### Scenario: Nested conditions choose a matching rule
- **GIVEN** a configured rule with nested `and`, `or`, and `not` conditions over meeting title, attendees, and event data
- **WHEN** the condition evaluates to true
- **THEN** Meeting Assistant applies the rule
- **WHEN** the condition evaluates to false
- **THEN** Meeting Assistant skips the rule
#### Scenario: Templated context mentions identified speaker
- **GIVEN** a configured `speaker_identified` rule with an `add_context` step using Razor syntax
- **WHEN** Meeting Assistant identifies matching speaker `Ada`
- **THEN** it appends rendered context text containing `Ada` to the assistant context note
#### Scenario: Email addresses do not trigger Razor templating
- **GIVEN** a configured rule step value containing `Support@contoso.com`
- **WHEN** the rule runs
- **THEN** Meeting Assistant preserves the email address as literal text
#### Scenario: Email addresses can appear beside Razor templating
- **GIVEN** a configured rule step value containing both `Support@contoso.com` and a Razor expression
- **WHEN** the rule runs
- **THEN** Meeting Assistant renders the Razor expression and preserves the email address as literal text
#### Scenario: Razor-rendered transcript line preserves UTF-8 text
- **GIVEN** a configured `transcript_line` rule uses Razor to replace part of a transcript line containing `heißt`, `Schimpfwörter`, and `nächstes`
- **WHEN** the rule changes `transcript.line`
- **THEN** the resulting transcript line contains the original UTF-8 characters
- **AND** does not contain HTML entities such as `&#xDF;`, `&#xF6;`, or `&#xE4;`
#### Scenario: Rule can clean a meeting title
- **GIVEN** a configured state-transition rule that matches a title containing a configured marker
- **WHEN** the rule runs
- **THEN** Meeting Assistant can update the meeting title through `set_property`
#### Scenario: Transcript line conditions can use the written line and speaker
- **GIVEN** a configured `transcript_line` rule with conditions over `transcript.line` and `transcript.speaker`
- **WHEN** Meeting Assistant writes a transcript line that matches both conditions
- **THEN** Meeting Assistant applies the rule steps after the original formatted line is durably appended
- **AND** rewrites the written line if a rule changes `transcript.line`
#### Scenario: Attendee added rules can use regex and Razor
- **GIVEN** a configured `attendee_added` rule with a regex filter over the added attendee
- **WHEN** Meeting Assistant adds an attendee matching the regex
- **THEN** the rule can set `attendee.name` with a Razor template using `Model.Attendee.Name`
### Requirement: Workflow rules and speaker identities can be edited through a tray-launched assistant
Meeting Assistant SHALL expose an `Open agent` item from the tray icon menu.