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
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import SwiftUI
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/// Manage recap templates: the takeaways categories per meeting type. Edit titles,
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/// types, and the per-category instructions that drive the LLM — and preview the
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/// exact prompt that gets sent, so nothing is hidden in code.
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struct TemplatesView: View {
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@ObservedObject var settings: AppSettings
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@State private var selectedId: String?
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@State private var previewText: String?
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var body: some View {
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HSplitView {
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sidebar.frame(minWidth: 200, maxWidth: 260)
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detail.frame(minWidth: 420)
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}
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.frame(minWidth: 720, minHeight: 520)
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.onAppear { if selectedId == nil { selectedId = settings.defaultTemplateId } }
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.sheet(item: Binding(get: { previewText.map { IdString($0) } }, set: { previewText = $0?.value })) { item in
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previewSheet(item.value)
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}
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}
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// MARK: - Sidebar (template list + default picker)
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private var sidebar: some View {
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VStack(alignment: .leading, spacing: 0) {
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List(selection: $selectedId) {
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ForEach(settings.recapTemplates) { t in
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HStack {
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Text(t.name)
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if t.id == settings.defaultTemplateId {
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Spacer(); Image(systemName: "star.fill").foregroundStyle(.yellow).font(.caption)
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}
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}.tag(t.id)
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}
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}
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Divider()
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HStack(spacing: 6) {
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Button { addTemplate() } label: { Image(systemName: "plus") }
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Button { duplicateSelected() } label: { Image(systemName: "plus.square.on.square") }
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.disabled(selected == nil)
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Button { deleteSelected() } label: { Image(systemName: "trash") }
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.disabled(selected == nil || settings.recapTemplates.count <= 1)
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Spacer()
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}
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.buttonStyle(.borderless).padding(8)
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}
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}
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// MARK: - Detail (edit selected template)
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private var detail: some View {
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Group {
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if let binding = selectedBinding {
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ScrollView {
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VStack(alignment: .leading, spacing: 14) {
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HStack {
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TextField("Template name", text: binding.name).textFieldStyle(.roundedBorder)
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if binding.wrappedValue.id != settings.defaultTemplateId {
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Button("Make default") { settings.defaultTemplateId = binding.wrappedValue.id }
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} else {
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Label("Default", systemImage: "star.fill").foregroundStyle(.secondary).font(.caption)
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}
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}
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HStack(spacing: 16) {
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Toggle("Include summary (TLDR)", isOn: binding.includeTLDR)
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Picker("Topic detail", selection: binding.topicGranularity) {
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ForEach(TopicGranularity.allCases) { Text($0.label).tag($0) }
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}.frame(maxWidth: 240)
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}
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Divider()
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Text("Takeaways sections").font(.headline)
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Text("Each becomes a section of the recap. The instruction is the prompt text telling the model what to extract.")
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.font(.caption).foregroundStyle(.secondary)
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sectionsEditor(binding)
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Button { addSection(binding) } label: { Label("Add section", systemImage: "plus") }
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Divider()
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Button("Preview prompt…") { previewText = buildPreview(binding.wrappedValue) }
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}
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.padding(16)
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}
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} else {
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Text("Select a template").foregroundStyle(.secondary).frame(maxWidth: .infinity, maxHeight: .infinity)
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}
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}
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}
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private func sectionsEditor(_ template: Binding<RecapTemplate>) -> some View {
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VStack(spacing: 10) {
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ForEach(Array(template.sections.enumerated()), id: \.element.id) { idx, section in
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VStack(alignment: .leading, spacing: 6) {
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HStack {
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TextField("Section title", text: section.title).textFieldStyle(.roundedBorder)
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Picker("", selection: section.kind) {
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ForEach(SectionKind.allCases) { Text($0.label).tag($0) }
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}.labelsHidden().frame(width: 150)
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Button { move(template, idx, by: -1) } label: { Image(systemName: "arrow.up") }
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.disabled(idx == 0).buttonStyle(.borderless)
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Button { move(template, idx, by: 1) } label: { Image(systemName: "arrow.down") }
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.disabled(idx == template.wrappedValue.sections.count - 1).buttonStyle(.borderless)
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Button { removeSection(template, idx) } label: { Image(systemName: "trash") }
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.buttonStyle(.borderless).foregroundStyle(.red)
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}
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TextEditor(text: section.instruction)
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.font(.callout).frame(minHeight: 48, maxHeight: 90)
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.overlay(RoundedRectangle(cornerRadius: 5).stroke(.quaternary))
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}
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.padding(10).background(Color(nsColor: .controlBackgroundColor)).cornerRadius(8)
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}
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}
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}
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// MARK: - Mutations
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private var selected: RecapTemplate? { settings.recapTemplates.first { $0.id == selectedId } }
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private var selectedBinding: Binding<RecapTemplate>? {
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guard let id = selectedId, let i = settings.recapTemplates.firstIndex(where: { $0.id == id }) else { return nil }
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return Binding(get: { settings.recapTemplates[i] }, set: { settings.recapTemplates[i] = $0 })
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}
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private func addTemplate() {
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let t = RecapTemplate(name: "New Template", sections: [
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.init(title: "Key Takeaways", kind: .bullets, instruction: "The main points from the conversation.")
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])
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settings.recapTemplates.append(t); selectedId = t.id
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}
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private func duplicateSelected() {
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guard let s = selected else { return }
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var copy = s; copy.id = UUID().uuidString; copy.name = s.name + " copy"
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copy.sections = s.sections.map { var c = $0; c.id = UUID().uuidString; return c }
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settings.recapTemplates.append(copy); selectedId = copy.id
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}
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private func deleteSelected() {
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guard let id = selectedId else { return }
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settings.recapTemplates.removeAll { $0.id == id }
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if settings.defaultTemplateId == id { settings.defaultTemplateId = settings.recapTemplates.first?.id ?? "" }
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selectedId = settings.recapTemplates.first?.id
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}
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private func addSection(_ t: Binding<RecapTemplate>) {
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t.wrappedValue.sections.append(.init(title: "New Section", kind: .bullets, instruction: ""))
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}
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private func removeSection(_ t: Binding<RecapTemplate>, _ idx: Int) {
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guard t.wrappedValue.sections.indices.contains(idx) else { return }
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t.wrappedValue.sections.remove(at: idx)
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}
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private func move(_ t: Binding<RecapTemplate>, _ idx: Int, by delta: Int) {
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let j = idx + delta
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guard t.wrappedValue.sections.indices.contains(idx), t.wrappedValue.sections.indices.contains(j) else { return }
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t.wrappedValue.sections.swapAt(idx, j)
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}
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// MARK: - Preview
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private func buildPreview(_ template: RecapTemplate) -> String {
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let sample = SpeakersFile(sessionId: "sample", app: "meet", durationSec: 600,
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speakers: [], segments: [
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.init(start: 5, end: 9, speaker: "Grant", text: "Let's review the roadmap."),
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.init(start: 10, end: 16, speaker: "Caitlyn", text: "I think we should ship dual-channel first."),
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], models: [:])
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let entries = RecapAnalyzer.entries(from: sample)
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return RecapAnalyzer.extrasPrompt(file: sample, entries: entries, sections: [], template: template)
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}
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private func previewSheet(_ text: String) -> some View {
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VStack(alignment: .leading, spacing: 10) {
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Text("Prompt sent to the model (with sample transcript)").font(.headline)
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ScrollView { Text(text).font(.system(.caption, design: .monospaced)).textSelection(.enabled)
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.frame(maxWidth: .infinity, alignment: .leading) }
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.frame(width: 560, height: 380)
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.overlay(RoundedRectangle(cornerRadius: 6).stroke(.quaternary))
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HStack { Spacer(); Button("Done") { previewText = nil }.keyboardShortcut(.defaultAction) }
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}
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.padding(16)
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}
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}
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private struct IdString: Identifiable { let value: String; var id: String { value }; init(_ v: String) { value = v } }
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