Configurable recap templates (categories per meeting type, in Settings)

Takeaways categories are no longer hardcoded — they're editable templates. A
template = the always-on TLDR + an ordered list of sections, each with a title, a
type (attributed items / bulleted list / paragraph), and an instruction (the prompt
text for that category). The analyzer assembles the LLM prompt FROM the template
and parses generically, so adding/removing/renaming a category needs zero code and
the output always renders.

- RecapTemplate / TemplateSection / SectionKind + TopicGranularity; built-in
  defaults (Internal Meeting, 1:1, Company/Sales Call), all editable.
- Generic extras: RecapExtras{tldr, primarySpeakers, sections:[RenderedSection]} +
  RecapItem{text,who,when,note} replaces the fixed MeetingExtras. Analyzer builds
  per-section sec_N fields + parses by kind; renderer + remap are generic.
- Topic granularity (coarse/auto/fine) answers 'should chunking be configurable' —
  it scales the target topic count; raw window sizes stay as tuned defaults.
- AppSettings persists templates + defaultTemplateId (seeded once). Settings gets a
  default-template picker + 'Manage…' → TemplatesView (CRUD, edit sections/
  instructions, set default, **Preview prompt** for full transparency).
- Recap editor gains a template picker; Regenerate uses the chosen template. Auto
  recap uses the default template.

54/54 XCTest (template prompt build, generic parse/remap/render updated).
This commit is contained in:
Grant Gilliam
2026-06-06 19:26:03 -05:00
parent 10ddf9992a
commit c539b78a58
14 changed files with 580 additions and 227 deletions
@@ -400,10 +400,11 @@ final class SessionController: ObservableObject {
/// the gateway LLM. Best-effort: a missing LLM or any failure leaves the
/// transcript intact and just skips the recap.
private func buildRecap(speakers: SpeakersFile, inputs: ProcessInputs, settings: AppSettings) async {
let template = settings.defaultTemplate
let llm = GatewayLLMClient(baseURL: settings.backendBaseURL, skipTLS: settings.skipTLSVerification)
guard let model = await llm.chatModelId() else { return } // no LLM on the gateway skip
let analyzer = RecapAnalyzer(llm: llm, model: model)
guard let result = try? await analyzer.recap(file: speakers) else { return }
guard let result = try? await analyzer.recap(file: speakers, template: template) else { return }
let title = Self.recapTitle(app: inputs.app, sessionId: inputs.sessionId)
try? RecapRenderer.write(file: speakers, result: result, title: title, to: inputs.folder)
try? RecapFile(title: title, result: result).write(to: inputs.folder.appendingPathComponent("recap.json"))
@@ -434,7 +435,8 @@ final class SessionController: ObservableObject {
func editLastSession() {
guard let folder = lastSession?.folder,
let model = RecapEditModel(folder: folder, voiceprints: voiceprints,
baseURL: settings.backendBaseURL, skipTLS: settings.skipTLSVerification)
baseURL: settings.backendBaseURL, skipTLS: settings.skipTLSVerification,
templates: settings.recapTemplates, defaultTemplateId: settings.defaultTemplateId)
else { return }
EditorWindow.shared.show(model: model)
}