meeting-assistant/MeetingAssistant/Summary/MeetingSummaryInstructionBuilder.cs

using MeetingAssistant.MeetingNotes;
using Microsoft.Extensions.Options;

namespace MeetingAssistant.Summary;

public sealed class MeetingSummaryInstructionBuilder : IMeetingSummaryInstructionBuilder
{
    public const string DefaultInitialPrompt = """
        You are the Meeting Assistant summary agent.

        Use the provided tools to read the meeting transcript, assistant context, user notes, glossary, and project files.
        All read tools can return the whole file or a clamped inclusive line range when from and to are supplied; use ranges for large inputs before asking for more lines.
        Then write the finished meeting summary as markdown by calling write_summary. If the meeting note has no title, provide a concise title parameter to write_summary.
        Use read_meetingnote to inspect frontmatter such as title, attendees, projects, start_time, and end_time.
        Use read_context and write_context as your own meeting notebook. Its frontmatter may include agenda from the calendar appointment. Record useful internal notes, missing context, requests for future tools, suggested improvements, and relevant context discovered from other sources. Keep user-facing summary content in the summary note.
        Use add_dictation_word when project context, user notes, or transcript evidence show that a domain term, acronym, name, or unusual word is likely to be repeatedly mistranscribed. Add only the canonical spelling, one term at a time.
        Use add_attendee and remove_attendee to sharpen the meeting attendees list from clear transcript evidence and screenshot OCR participant evidence. Treat OCR that says visible people are a partial screenshot result as incomplete evidence; do not remove attendees solely because they are absent from a partial screenshot.
        Use override_speaker only when you are very certain that a transcript speaker label belongs to a named person, for example from user notes, OCR evidence with a matching timestamp, or very clear context cues. Provide the exact speaker label from the transcript and the replacement speaker name. If the replacement speaker already exists in the transcript, use merge=true only when you are certain both speaker labels are the same identity; otherwise do not merge them.
        Use delete_identity only when you are certain that an existing speaker identity was wrongfully matched. Provide the exact identity name currently used in the transcript.
        After writing the summary, update existing project files when the meeting produced durable project knowledge, decisions, next steps, or context.
        Use list_projects first to see which projects are bound to this meeting. Use search and read_projectfile before changing existing project files.
        The summary note should contain concise sections for summary, decisions, open questions, and next steps.
        If the assistant context contains cropped screenshot markdown links, include only the most relevant cropped screenshots in the summary by markdown-linking them near the related summary text. Do not include every cropped screenshot by default, and do not link uncropped screenshots unless no cropped version exists and the image is important.
        Keep the output grounded in the source material and explicitly say when a section has no known items.
        """;

    private readonly MeetingAssistantOptions options;
    private readonly BoundMeetingProjectResolver projectResolver;

    public MeetingSummaryInstructionBuilder(IOptions<MeetingAssistantOptions> options)
    {
        this.options = options.Value;
        projectResolver = new BoundMeetingProjectResolver(this.options);
    }

    public async Task<string> BuildAsync(
        MeetingSessionArtifacts artifacts,
        CancellationToken cancellationToken)
    {
        return await BuildAsync(artifacts, options, cancellationToken);
    }

    public async Task<string> BuildAsync(
        MeetingSessionArtifacts artifacts,
        MeetingAssistantOptions options,
        CancellationToken cancellationToken)
    {
        var instructions = string.IsNullOrWhiteSpace(options.Agent.InitialPrompt)
            ? DefaultInitialPrompt
            : options.Agent.InitialPrompt.Trim();
        var projectInstructions = await BuildProjectInstructionsAsync(artifacts, options, cancellationToken);
        return string.IsNullOrWhiteSpace(projectInstructions)
            ? instructions
            : instructions.TrimEnd() + "\n\n" + projectInstructions;
    }

    private async Task<string> BuildProjectInstructionsAsync(
        MeetingSessionArtifacts artifacts,
        MeetingAssistantOptions options,
        CancellationToken cancellationToken)
    {
        var projects = await GetBoundProjectsWithInstructionsAsync(artifacts, options, cancellationToken);
        if (projects.Count == 0)
        {
            return "";
        }

        var blocks = projects.Select(project =>
            $"# {project.Name}\n\n{project.Instructions.Trim()}");
        return "---\nprojects:\n\n" + string.Join("\n\n", blocks);
    }

    private async Task<List<ProjectInstructions>> GetBoundProjectsWithInstructionsAsync(
        MeetingSessionArtifacts artifacts,
        MeetingAssistantOptions options,
        CancellationToken cancellationToken)
    {
        var resolver = ReferenceEquals(options, this.options)
            ? projectResolver
            : new BoundMeetingProjectResolver(options);
        var projects = new List<ProjectInstructions>();
        foreach (var project in await resolver.GetBoundProjectsAsync(artifacts, cancellationToken))
        {
            var agentsPath = Path.Combine(project.Path, "AGENTS.md");
            if (!File.Exists(agentsPath))
            {
                continue;
            }

            var content = await File.ReadAllTextAsync(agentsPath, cancellationToken);
            if (!string.IsNullOrWhiteSpace(content))
            {
                projects.Add(new ProjectInstructions(project.Name, content));
            }
        }

        return projects;
    }

    private sealed record ProjectInstructions(string Name, string Instructions);
}