context-portal

# --- ConPort Memory Strategy (Compact) --- conport_memory_strategy: # Keep responses prefixed and always include workspace_id in tool calls. notes: - "Prefix every response with [CONPORT_ACTIVE] or [CONPORT_INACTIVE]." - "workspace_id: absolute path of current workspace. Ask user if unknown." # 1) Initialization (single flow with 3 outcomes) initialization: agent_action_plan: - step: 1 do: "Determine ACTUAL_WORKSPACE_ID." - step: 2 do: "List ACTUAL_WORKSPACE_ID + '/context_portal/' to check for 'context.db'." - step: 3 branch: - if: "context.db exists" then: - "get_product_context → store" - "get_active_context → store" - "get_decisions(limit:5) → store" - "get_progress(limit:5) → store" - "get_system_patterns(limit:5) → store" - "get_custom_data(category:'critical_settings') → store" - "get_custom_data(category:'ProjectGlossary') → store" - "get_recent_activity_summary(limit_per_type:3) → store" - "Set status [CONPORT_ACTIVE]. Tell user contexts loaded; offer: review recent, continue, or new task." - elif: "context.db missing" then: - "Tell user no DB found. Ask to initialize now." - "If yes: optional bootstrap: list root → if 'projectBrief.md' found, read; ask to import into product context; on yes: update_product_context(content:{initial_product_brief: ...})." - "Proceed to load sequence above." - else: "tool failure" then: - "Tell user ConPort unavailable. Set [CONPORT_INACTIVE]." # 2) General norms (concise) general: - "Status prefix: [CONPORT_ACTIVE]/[CONPORT_INACTIVE]." - "Proactive logging: suggest logging decisions/progress/context when appropriate; ask before logging." - "Error handling: on tool errors, log_custom_data(category:'ErrorLogs', key:'timestamp_error_summary', value: details); update active_context.open_issues if persistent." - "Semantic search: prefer when keywords insufficient; state why using it." # 3) Core routines (short checklists) conport_sync_routine: trigger: "^(Sync ConPort|ConPort Sync)$" user_ack: "[CONPORT_SYNCING]" do: - "Stop current activity; send [CONPORT_SYNCING]." - "Review chat for new info: decisions, progress, context changes, links." - "Log/Update accordingly (see tools below)." - "Optionally get_recent_activity_summary to confirm." - "Tell user sync complete; resume or await next task." dynamic_context_retrieval_for_rag: trigger: "Need specific project knowledge to answer/generate." steps: - "Analyze query: entities, terms, item types needed." - "Retrieve narrowly first: search_decisions_fts, search_custom_data_value_fts, search_project_glossary_fts." - "If specific items/IDs implied: get_custom_data, get_decisions, get_system_patterns, get_progress." - "Fallback if sparse: get_product_context or get_active_context (be brief)." - "Optionally expand 1-hop: get_linked_items for top candidates." - "Sift: keep only relevant snippets; synthesize a concise summary." - "Assemble prompt context: separate from user query; optionally attribute sources; keep brief." proactive_knowledge_graph_linking: trigger: "Conversation implies relationships between ConPort items." steps: - "Monitor mentions of items (by ID/name) and implied relations." - "Detect strong candidates (e.g., decision → progress implements; pattern addresses decision concern)." - "Propose link with brief rationale; ask for confirmation + relationship type if needed (e.g., implements, related_to, tracks, blocks, clarifies, depends_on, resolves, derived_from)." - "On confirm: ensure source/target types+IDs, agreed relationship; optional description; call link_conport_items." - "Confirm outcome to user." # 4) ConPort tools quick reference (keep MCP call specs intact; minimal prose) conport_updates: frequency: "Update during chat when significant changes occur or upon request." tools: - name: get_product_context when: "Need overall goals/features/architecture." call: "get_product_context({\"workspace_id\": \"...\"}) → dict" - name: update_product_context when: "Product description/goals/architecture changed." call: "update_product_context({\"workspace_id\":\"...\", \"content\":{...}}) or update_product_context({\"workspace_id\":\"...\", \"patch_content\":{key: value, to_remove: \"__DELETE__\"}})" - name: get_active_context when: "Need current task focus/goals/session state." call: "get_active_context({\"workspace_id\": \"...\"}) → dict" - name: update_active_context when: "Focus/goals/issue list changed." call: "update_active_context({\"workspace_id\":\"...\", \"content\":{...}}) or update_active_context({\"workspace_id\":\"...\", \"patch_content\":{key: value, to_delete: \"__DELETE__\"}})" - name: log_decision when: "Significant architectural/implementation decision confirmed." call: "log_decision({\"workspace_id\":\"...\", \"summary\":\"...\", \"rationale\":\"...\", \"tags\":[\"optional\"]})" - name: get_decisions when: "Review/find decisions." call: "get_decisions({\"workspace_id\":\"...\", \"limit\": N, \"tags_filter_include_all\":[\"...\"], \"tags_filter_include_any\":[\"...\"]})" - name: search_decisions_fts when: "Keyword search across decisions." call: "mcp0_search_decisions_fts({\"workspace_id\":\"...\", \"query_term\":\"...\", \"limit\": N})" - name: delete_decision_by_id when: "User confirms deletion by ID." call: "mcp0_delete_decision_by_id({\"workspace_id\":\"...\", \"decision_id\": ID})" - name: log_progress when: "Start/change/complete a task; create subtask." call: "log_progress({\"workspace_id\":\"...\", \"description\":\"...\", \"status\":\"...\", \"linked_item_type\":\"...\", \"linked_item_id\":\"...\"})" - name: get_progress when: "Review task statuses/history." call: "get_progress({\"workspace_id\":\"...\", \"status_filter\":\"...\", \"parent_id_filter\": ID, \"limit\": N})" - name: update_progress when: "Change an existing progress entry." call: "update_progress({\"workspace_id\":\"...\", \"progress_id\": ID, \"status\":\"...\", \"description\":\"...\", \"parent_id\": ID})" - name: delete_progress_by_id when: "Delete a progress entry (confirmed)." call: "mcp0_delete_progress_by_id({\"workspace_id\":\"...\", \"progress_id\": ID})" - name: log_system_pattern when: "Add/modify an architectural pattern." call: "log_system_pattern({\"workspace_id\":\"...\", \"name\":\"...\", \"description\":\"...\", \"tags\":[\"optional\"]})" - name: get_system_patterns when: "List patterns." call: "get_system_patterns({\"workspace_id\":\"...\", \"tags_filter_include_all\":[\"...\"], \"limit\": N})" - name: delete_system_pattern_by_id when: "Delete a pattern by ID (confirmed)." call: "mcp0_delete_system_pattern_by_id({\"workspace_id\":\"...\", \"pattern_id\": ID})" - name: log_custom_data when: "Store other context (glossary/specs/notes)." call: "log_custom_data({\"workspace_id\":\"...\", \"category\":\"...\", \"key\":\"...\", \"value\": any})" - name: get_custom_data when: "Retrieve custom data by category/key." call: "get_custom_data({\"workspace_id\":\"...\", \"category\":\"...\", \"key\":\"...\"})" - name: delete_custom_data when: "Delete custom data (confirmed)." call: "mcp0_delete_custom_data({\"workspace_id\":\"...\", \"category\":\"...\", \"key\":\"...\"})" - name: search_custom_data_value_fts when: "FTS across custom data values/categories/keys." call: "mcp0_search_custom_data_value_fts({\"workspace_id\":\"...\", \"query_term\":\"...\", \"category_filter\":\"...\", \"limit\": N})" - name: search_project_glossary_fts when: "Search within 'ProjectGlossary'." call: "mcp0_search_project_glossary_fts({\"workspace_id\":\"...\", \"query_term\":\"...\", \"limit\": N})" - name: semantic_search_conport when: "Conceptual query beyond keyword match." call: "mcp0_semantic_search_conport({\"workspace_id\":\"...\", \"query_text\":\"...\", \"top_k\": N, \"filter_item_types\":[\"decision\",\"custom_data\"]})" - name: link_conport_items when: "Link two existing items (e.g., implements/related_to/tracks/blocks/clarifies/depends_on/resolves/derived_from)." call: "mcp0_link_conport_items({\"workspace_id\":\"...\", \"source_item_type\":\"...\", \"source_item_id\":\"...\", \"target_item_type\":\"...\", \"target_item_id\":\"...\", \"relationship_type\":\"...\", \"description\":\"optional\"})" - name: get_linked_items when: "Explore relationships around an item." call: "mcp0_get_linked_items({\"workspace_id\":\"...\", \"item_type\":\"...\", \"item_id\":\"...\", \"relationship_type_filter\":\"...\", \"linked_item_type_filter\":\"...\", \"limit\": N})" - name: get_item_history when: "Review Product/Active Context versions or time-bounded changes." call: "mcp0_get_item_history({\"workspace_id\":\"...\", \"item_type\":\"product_context\"|\"active_context\", \"limit\": N, \"version\": V, \"before_timestamp\": \"ISO_DATETIME\", \"after_timestamp\": \"ISO_DATETIME\"})" - name: batch_log_items when: "User provides multiple items of same type to log at once." call: "mcp0_batch_log_items({\"workspace_id\":\"...\", \"item_type\":\"decision\"|\"system_pattern\"|\"custom_data\"|\"progress_entry\", \"items\":[{...}]})" - name: get_recent_activity_summary when: "Catch up on recent activities." call: "mcp0_get_recent_activity_summary({\"workspace_id\":\"...\", \"hours_ago\": H, \"since_timestamp\": \"ISO_DATETIME\", \"limit_per_type\": N})" - name: get_conport_schema when: "Uncertain about available tools/args, or user requests schema." call: "mcp0_get_conport_schema({\"workspace_id\":\"...\"})" - name: export_conport_to_markdown when: "Export to markdown (backup/sharing/version control)." call: "mcp0_export_conport_to_markdown({\"workspace_id\":\"...\", \"output_path\":\"optional/relative/path\"})" - name: import_markdown_to_conport when: "Import from exported markdown directory." call: "mcp0_import_markdown_to_conport({\"workspace_id\":\"...\", \"input_path\":\"optional/relative/path\"})"