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feat(vault): Obsidian vault V2 — janitor, archival, weekly report, KB ingest, Bases + sync runbook (#482)
* feat(vault): V2 — create-seam + drift janitor, archival, weekly org-report, KB ingest, Bases views + sync runbook Implements the vault V2 canonical spec end to end (the splice guard shipped separately and is reused at KB-ingest time): - materialize-on-create: TaskService.create writes each task's note best-effort from the moment it exists; the transition-touch stops no-oping on live work - drift janitor (services/vault_janitor.py + hourly _vault_janitor_loop): daily changed-task re-projection, random drift sample, archival pass — restart-proof via RoboCo/_meta/.janitor_state.json, 200/cycle caps, per-item isolation, processed-only resume markers, self-repairing state file - archival: vault_archive_days (30, 0=off) moves old terminal tasks' notes to RoboCo/Archive/<year>/Tasks/<project>/ — one write_task code path for janitor and rebuild, id8 lookup across Tasks/+Archive/, alias links keep moves safe - weekly org-report: VaultWriter.write_org_report renders Reports/<ISO-week>.md from MetricsService/UsageService (numbers duplicated into frontmatter for trend queries), once per ISO week, with a best-effort CEO notification - KB ingest: IndexType.VAULT_NOTES + VaultNotesIndexPlugin + _vault_kb_loop embed the CEO's RoboCo/Notes into the RAG corpus — injection guard as a hard gate (flagged notes quarantined with an idempotent callout), traversal- and symlink-contained at both config and engine layers, content-hash dedup, 50-ingest/cycle cap, frontmatter stripped; reaches roboco_kb_search, the mentor default domain, claim-time briefings (kind vault_note), and the panel KB browser; no migration (chunks table auto-creates; migration 030's CHUNK_TABLES tuple appended per the chunks_playbooks precedent) - Bases views (Task Board.base, Reports.base — schema verified against the Obsidian docs) + the Mac sync runbook vault asset - config/flags/compose: vault_archive_days, vault_report_enabled (flags card), vault_kb_enabled (flags card; NAS compose arms it, registry ships it off), vault_kb_dirs (+ overlap/traversal validator), vault_kb_interval_seconds - e2e smoke (tests/e2e_smoke/test_vault_v2.py): real create-seam, real janitor cycle incl. archival + state, real KB engine + real guard * docs: vault V2 sweep — map, RAG corpus, CLAUDE.md - docs/map/vault.md: V1+V2 — janitor/archival/report/KB data flows, new files, config, health posture - docs/map/orchestrator.md + task-service.md: the two new loops, the create seam, the three janitor queries - docs/rag/architecture/obsidian-vault.md: agent-facing what-changed (notes from creation, archive link-safety, CEO notes retrievable, weekly report) - docs/rag/architecture/config-reference.md: the five new settings - CLAUDE.md: vault paragraph covers V1+V2; flags-card list mentions the vault report/KB flags --------- Co-authored-by: Renn F <rennf93@users.noreply.github.com>
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@@ -56,6 +56,8 @@ def _make_orchestrator() -> AgentOrchestrator:
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"_x_feature_spotlight_task",
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"_video_render_task",
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"_vault_intake_task",
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"_vault_janitor_task",
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"_vault_kb_task",
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):
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setattr(orch, attr, None)
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return orch
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@@ -0,0 +1,26 @@
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"""The vault-janitor orchestrator loop is fully dormant unless the vault
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umbrella flag is on (default off).
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With the flag off, ``_vault_janitor_loop`` must return immediately — no
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sleep, no DB, no filesystem access — so a standard deployment behaves
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exactly as today.
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"""
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from __future__ import annotations
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import asyncio
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import types
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from typing import cast
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import pytest
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from roboco.config import settings as cfg
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from roboco.runtime.orchestrator import AgentOrchestrator
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@pytest.mark.asyncio
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async def test_vault_janitor_loop_returns_immediately_when_flag_off(
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monkeypatch: pytest.MonkeyPatch,
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) -> None:
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monkeypatch.setattr(cfg, "obsidian_vault_enabled", False)
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stub = cast("AgentOrchestrator", types.SimpleNamespace(_running=True))
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await asyncio.wait_for(AgentOrchestrator._vault_janitor_loop(stub), timeout=1.0)
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@@ -0,0 +1,47 @@
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"""The vault-KB orchestrator loop is fully dormant unless BOTH the vault AND
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KB-ingest flags are on (default).
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With either flag off, ``_vault_kb_loop`` must return immediately — no sleep,
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no DB, no filesystem scan — so a standard deployment behaves exactly as
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today.
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"""
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from __future__ import annotations
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import asyncio
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import types
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from typing import cast
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import pytest
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from roboco.config import settings as cfg
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from roboco.runtime.orchestrator import AgentOrchestrator
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@pytest.mark.asyncio
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async def test_vault_kb_loop_returns_immediately_when_both_flags_off(
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monkeypatch: pytest.MonkeyPatch,
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) -> None:
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monkeypatch.setattr(cfg, "obsidian_vault_enabled", False)
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monkeypatch.setattr(cfg, "vault_kb_enabled", False)
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stub = cast("AgentOrchestrator", types.SimpleNamespace(_running=True))
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await asyncio.wait_for(AgentOrchestrator._vault_kb_loop(stub), timeout=1.0)
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@pytest.mark.asyncio
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async def test_vault_kb_loop_returns_immediately_when_kb_flag_off(
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monkeypatch: pytest.MonkeyPatch,
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) -> None:
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monkeypatch.setattr(cfg, "obsidian_vault_enabled", True)
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monkeypatch.setattr(cfg, "vault_kb_enabled", False)
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stub = cast("AgentOrchestrator", types.SimpleNamespace(_running=True))
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await asyncio.wait_for(AgentOrchestrator._vault_kb_loop(stub), timeout=1.0)
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@pytest.mark.asyncio
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async def test_vault_kb_loop_returns_immediately_when_vault_flag_off(
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monkeypatch: pytest.MonkeyPatch,
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) -> None:
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monkeypatch.setattr(cfg, "obsidian_vault_enabled", False)
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monkeypatch.setattr(cfg, "vault_kb_enabled", True)
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stub = cast("AgentOrchestrator", types.SimpleNamespace(_running=True))
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await asyncio.wait_for(AgentOrchestrator._vault_kb_loop(stub), timeout=1.0)
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