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gbrain/INSTALL_FOR_AGENTS.md
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527b87bd1e v0.23.0 feat: gbrain dream synthesizes conversations into brain pages (v0.23.0) (#462)
* feat: dream_verdicts schema + engine methods

Adds the v25 schema migration creating the dream_verdicts table
(file_path, content_hash, worth_processing, reasons, judged_at;
PRIMARY KEY (file_path, content_hash); RLS-enabled when running as
a BYPASSRLS role).

Distinct from raw_data (which is page-scoped) — transcripts being
judged for synthesis aren't pages. The (file_path, content_hash)
key means edited transcripts re-judge automatically.

BrainEngine gains:
- DreamVerdict + DreamVerdictInput types
- getDreamVerdict(filePath, contentHash) → DreamVerdict | null
- putDreamVerdict(filePath, contentHash, verdict) — ON CONFLICT upsert

Both engines implement (postgres-engine.ts, pglite-engine.ts).

This commit alone is functionally inert — nothing reads/writes the
table yet. The synthesize phase (later commit) is the consumer.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: trusted-workspace allow-list for subagent put_page

Adds OperationContext.allowedSlugPrefixes — when set, put_page
enforces slug membership in the allow-list instead of the legacy
wiki/agents/<id>/... namespace. The trust signal is the SUBMITTER
(PROTECTED_JOB_NAMES gates subagent submission so MCP can't reach
this field), not the runtime ctx.remote flag — every subagent tool
call has remote=true for auto-link safety, so basing trust on
remote is incoherent.

matchesSlugAllowList(slug, prefixes) helper supports glob suffix
'/*' (recursive — wiki/originals/* matches ideas/foo/bar) and
exact match for unsuffixed entries.

put_page check shape:
  if (viaSubagent && allowedSlugPrefixes set) → allow-list check
  else if (viaSubagent) → existing namespace check (regression guard)
  else → no check (regular CLI)

Auto-link is re-enabled for the trusted-workspace path so the cycle's
extract phase doesn't have to recompute every edge after synthesize
writes. Untrusted remote writes still skip auto-link as before.

SubagentHandlerData.allowed_slug_prefixes is the wire field; the
synthesize/patterns phases (later commit) populate it from a single
source of truth in skills/_brain-filing-rules.json's
dream_synthesize_paths.globs array. The model's tool schema description
mirrors the allow-list so it writes correct slugs on the first try.

IRON RULE security tests:
- test/operations-allow-list.test.ts: allow-list ALLOW/REJECT, glob
  semantics, regression guard for the v0.15 namespace fallback when
  allow-list is unset, FAIL-CLOSED when subagentId is missing.
- test/e2e/dream-allow-list-pglite.test.ts: end-to-end on PGLite,
  poisoned-transcript style write outside allow-list → REJECTED.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: cycle scaffolding — 8-phase order + transcript discovery

Extends ALL_PHASES from 6 → 8: synthesize between sync and extract,
patterns between extract and embed. Codex finding #7: patterns MUST
run after extract because subagent put_page sets ctx.remote=true and
skips auto-link/timeline by default — extract is the canonical edge
materialization step. Without that ordering, patterns reads stale
graph state.

Final order:
  lint → backlinks → sync → synthesize → extract → patterns → embed → orphans

CycleOpts gains:
- yieldDuringPhase callback — generic in-phase keepalive for long
  waits (synthesize fan-out, patterns roll-up). Renews cycle-lock TTL
  + worker job lock. Mirrors yieldBetweenPhases shape.
- synthInputFile / synthDate / synthFrom / synthTo — forwarded to
  runPhaseSynthesize for the CLI's --input/--date/--from/--to flags.

CycleReport.totals additively grows (no schema_version bump):
  transcripts_processed, synth_pages_written, patterns_written.

src/core/cycle/transcript-discovery.ts is a pure filesystem walk:
- .txt files only, sorted by path for determinism
- date-prefixed basename filter (--date / --from / --to)
- min_chars filter (default 2000)
- exclude_patterns auto-wraps bare words as \b<word>\b regex (Q-3),
  power users may pass full regex with anchors
- compileExcludePatterns is exported for unit tests

Phase implementations land in the next commit; this one only adds
the dispatcher slots so commit-by-commit bisect doesn't crash on
import-not-found.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: synthesize + patterns phases — gbrain dream actually dreams

Synthesize phase (src/core/cycle/synthesize.ts) reads conversation
transcripts from dream.synthesize.session_corpus_dir and writes
brain-native pages: reflections to wiki/personal/reflections/...,
originals to wiki/originals/ideas/..., timeline entries on existing
people pages.

Pipeline:
  1. discoverTranscripts (filesystem walk + filters)
  2. cooldown check via dream.synthesize.last_completion_ts config
     (default 12h; bypassed by --input/--date/--from/--to)
  3. cheap Haiku verdict per transcript, cached in dream_verdicts
     table keyed by (file_path, content_hash) — backfill re-runs
     skip already-judged transcripts at zero cost
  4. fan-out: one Sonnet subagent per worth-processing transcript
     dispatched with allowed_slug_prefixes (read from
     skills/_brain-filing-rules.json's dream_synthesize_paths.globs)
     and idempotency_key dream:synth:<file_path>:<content_hash>
  5. wait via waitForCompletion; yieldDuringPhase ticks every child
     terminal so the cycle-lock TTL refreshes on long backfills
  6. collect slugs from subagent_tool_executions for each child
     (codex finding #2: NOT pages.updated_at, which would pick up
     unrelated writes)
  7. orchestrator dual-write — query each new page from DB,
     reverse-render via serializeMarkdown, write file to brain_dir.
     Subagent never gets fs-write access.
  8. deterministic summary index page at dream-cycle-summaries/<date>
     (codex finding #4: slug shape is regex-compatible — no
     underscores, no .md extension)
  9. write completion timestamp ONLY on successful runs

Patterns phase (src/core/cycle/patterns.ts) runs after extract so
the graph state is fresh. Single Sonnet subagent gathers reflections
within dream.patterns.lookback_days (default 30); names a pattern
only when ≥dream.patterns.min_evidence (default 3) reflections
support it. Same allow-list path as synthesize.

CLI flags on `gbrain dream` (src/commands/dream.ts):
  --input <file>      ad-hoc transcript synthesis (implies
                      --phase synthesize; bypasses cooldown)
  --date YYYY-MM-DD   restrict synthesize to one date
  --from <d> --to <d> backfill range
  --dry-run           runs Haiku verdict (cached), skips Sonnet
                      synthesis. NOT zero LLM calls (codex #8).

Conflict detection: --input + --date/--from/--to exits 2.
ISO 8601 date format validated; range start > end exits 2.

Auto-commit / push deferred to v1.1 (codex finding #5). v1 writes
files to brain_dir; user or autopilot handles git.

Tests:
- test/cycle-patterns.test.ts: structural assertions on the patterns
  phase (queue + waitForCompletion wired, allow-list threading,
  subagent_tool_executions provenance, no raw_data dependency).
- test/dream-cli-flags.test.ts: argv parsing, conflict detection,
  ISO date validation, --input implies --phase synthesize, dry-run
  semantics doc string.
- test/e2e/dream-synthesize-pglite.test.ts: 8 cases on PGLite
  in-memory exercising not_configured, empty corpus, no API key
  skip path, dry-run, cooldown active vs --input bypass, and the
  dream_verdicts cache hit path. Per-test rig isolation (each
  test creates and tears down its own engine) avoids
  cross-test PGLite WASM contention.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs: dream cycle v0.27.0 — skills, CLAUDE.md, migration, changelog

- skills/maintain/SKILL.md: synthesize + patterns phases documented
  with quality bar (Iron Law for synthesis), trust boundary, idempotency,
  cooldown semantics, CLI invocation patterns. New triggers added so
  "process today's session" / "synthesize my conversations" route here.
- skills/RESOLVER.md: dream cycle triggers route to maintain.
- skills/_brain-filing-rules.md: directory table for the five output
  types (reflections, originals, patterns, people enrichment, cycle
  summary) with slug shape per row; Iron Law repeated.
- skills/migrations/v0.27.0.md: agent-readable migration narrative.
  Schema migration v25 runs automatically on `gbrain apply-migrations`;
  synthesize ships disabled by default — opt-in via
  dream.synthesize.session_corpus_dir + dream.synthesize.enabled.
- CLAUDE.md: file inventory updated with new files (cycle/synthesize.ts,
  cycle/patterns.ts, cycle/transcript-discovery.ts), the 8-phase
  ordering, the trusted-workspace allow-list trust model, and the v25
  schema migration line in the migrate.ts entry.
- VERSION: 0.20.4 → 0.27.0
- CHANGELOG.md: v0.27.0 release-summary section per CLAUDE.md voice
  rules (numbers that matter table, what-this-means closer, "to take
  advantage of" block), followed by the itemized changes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* test: add patterns E2E + 8-phase cycle E2E + bump synth-cooldown timeouts

Two new E2E test files on PGLite (no DATABASE_URL or API key required):

- test/e2e/dream-patterns-pglite.test.ts (6 cases) — exercises
  runPhasePatterns skip paths against a real engine: disabled,
  default-enabled-but-insufficient-evidence, no-API-key, dry-run.
  Sibling of dream-synthesize-pglite.test.ts; same per-test rig
  pattern for engine isolation.

- test/e2e/dream-cycle-eight-phase-pglite.test.ts (5 cases) —
  end-to-end runCycle with the v0.27 8-phase order. Asserts:
  ALL_PHASES is the documented 8 phases in the right sequence,
  the dry-run report's phases array preserves that order,
  CycleReport.totals carries the new transcripts_processed /
  synth_pages_written / patterns_written fields, --phase synthesize
  and --phase patterns each run only that phase, and synthInputFile
  is plumbed correctly through runCycle to runPhaseSynthesize.

Bump per-test timeout to 30s on the two synthesize-cooldown E2E
tests that create two PGLite engines back-to-back. Default Bun 5s
budget is tight under sustained suite pressure (PGLite WASM init
costs ~1-2s per engine on macOS); each test passes alone but flakes
in the full E2E suite. The third arg `30_000` is Bun's standard
test-timeout knob.

Full E2E suite (test/e2e/) now: 86 pass / 0 fail / 258 skip.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: ship-prep — typecheck fixes, llms.txt regen, 8-phase test update

- src/core/cycle/synthesize.ts + patterns.ts: PageType 'default' → 'note'
  (TS strict typecheck rejected 'default'; 'note' is a valid PageType
  for orchestrator-written summary index pages and reverse-render fallback).
- src/core/pglite-engine.ts: re-import DreamVerdict + DreamVerdictInput
  types after the master merge dropped them from the import line.
- test/e2e/dream-allow-list-pglite.test.ts: ToolCtx now requires
  remote: true literal; thread it through every put_page tool call.
- test/e2e/dream-patterns-pglite.test.ts: PageType 'default' → 'note'
  in the seedReflections helper.
- test/core/cycle.test.ts: bump expected hook-call count + phase count
  6 → 8 to match v0.27 ALL_PHASES extension.
- llms-full.txt: regenerate against the updated CHANGELOG + CLAUDE.md
  so the committed snapshot matches what the generator now produces.

Full bun test suite: 2793 pass / 0 fail / 258 skip (3051 tests, 177 files).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs: update README + INSTALL_FOR_AGENTS for v0.27.0 dream cycle

README: maintain skill row mentions synthesize/patterns; gbrain dream
command-reference block describes the 8-phase pipeline and the new
--input/--date/--from/--to flags.

INSTALL_FOR_AGENTS: dream cycle bullet calls out v0.27 conversation
synthesis + cross-session pattern detection.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* chore: renumber v0.27.0 → v0.23.0

Master is at v0.22.5; v0.23.0 is the next natural slot for the dream-cycle
synthesize + patterns release. Bulk rename across VERSION, package.json,
CHANGELOG, migration file, source comments, skills, and llms.txt bundles.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* test(e2e): bump cycle.test.ts phase count 6 → 8

The dry-run full-cycle test asserted 6 phases. v0.23 added synthesize
and patterns, bringing the total to 8. The unit-side equivalent
(test/core/cycle.test.ts) was already updated; this catches the
E2E sibling that surfaced after the latest master merge.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-30 01:23:29 -07:00

6.8 KiB

GBrain Installation Guide for AI Agents

Read this entire file, then follow the steps. Ask the user for API keys when needed. Target: ~30 minutes to a fully working brain.

Step 0: If you are not Claude Code

Read AGENTS.md at the repo root first. It's the non-Claude-agent operating protocol (install, read order, trust boundary, common tasks). Claude Code reads CLAUDE.md automatically and can skip ahead.

If you fetched this file by URL without cloning yet, the companion files live at:

  • https://raw.githubusercontent.com/garrytan/gbrain/master/AGENTS.md — start here
  • https://raw.githubusercontent.com/garrytan/gbrain/master/llms.txt — full doc map
  • https://raw.githubusercontent.com/garrytan/gbrain/master/llms-full.txt — same map, inlined

Step 1: Install GBrain

git clone https://github.com/garrytan/gbrain.git ~/gbrain && cd ~/gbrain
curl -fsSL https://bun.sh/install | bash
export PATH="$HOME/.bun/bin:$PATH"
bun install && bun link

Verify: gbrain --version should print a version number. If gbrain is not found, restart the shell or add the PATH export to the shell profile.

Do NOT use bun install -g github:garrytan/gbrain. Bun blocks the top-level postinstall hook on global installs, so schema migrations never run and the CLI aborts with Aborted() when it opens PGLite. Use the git clone + bun link path above. Tracking issue: #218.

Step 2: API Keys

Ask the user for these:

export OPENAI_API_KEY=sk-...          # required for vector search
export ANTHROPIC_API_KEY=sk-ant-...   # optional, improves search quality

Save to shell profile or .env. Without OpenAI, keyword search still works. Without Anthropic, search works but skips query expansion.

Step 3: Create the Brain

gbrain init                           # PGLite, no server needed
gbrain doctor --json                  # verify all checks pass

The user's markdown files (notes, docs, brain repo) are SEPARATE from this tool repo. Ask the user where their files are, or create a new brain repo:

mkdir -p ~/brain && cd ~/brain && git init

Read ~/gbrain/docs/GBRAIN_RECOMMENDED_SCHEMA.md and set up the MECE directory structure (people/, companies/, concepts/, etc.) inside the user's brain repo, NOT inside ~/gbrain.

Step 4: Import and Index

gbrain import ~/brain/ --no-embed     # import markdown files
gbrain embed --stale                  # generate vector embeddings
gbrain query "key themes across these documents?"

Step 4.5: Wire the Knowledge Graph

If the user already had a brain repo (Step 3 imported existing markdown), backfill the typed-link graph and structured timeline. This populates the links and timeline_entries tables that future writes will maintain automatically.

gbrain extract links --source db --dry-run | head -20    # preview
gbrain extract links --source db                         # commit
gbrain extract timeline --source db                      # dated events
gbrain stats                                             # verify links > 0

For brand-new empty brains, skip this step — auto-link populates the graph as the agent writes pages going forward. There is nothing to backfill yet.

After this step:

  • gbrain graph-query <slug> --depth 2 works (relationship traversal)
  • Search ranks well-connected entities higher (backlink boost)
  • Every future put_page auto-creates typed links and reconciles stale ones

If a user has a very large brain (>10K pages), extract --source db is idempotent and supports --since YYYY-MM-DD for incremental runs.

Step 5: Load Skills

Read ~/gbrain/skills/RESOLVER.md. This is the skill dispatcher. It tells you which skill to read for any task. Save this to your memory permanently.

The three most important skills to adopt immediately:

  1. Signal detector (skills/signal-detector/SKILL.md) — fire this on EVERY inbound message. It captures ideas and entities in parallel. The brain compounds.

  2. Brain-ops (skills/brain-ops/SKILL.md) — brain-first lookup on every response. Check the brain before any external API call.

  3. Conventions (skills/conventions/quality.md) — citation format, back-linking iron law, source attribution. These are non-negotiable quality rules.

Step 6: Identity (optional)

Run the soul-audit skill to customize the agent's identity:

Read skills/soul-audit/SKILL.md and follow it.

This generates SOUL.md (agent identity), USER.md (user profile), ACCESS_POLICY.md (who sees what), and HEARTBEAT.md (operational cadence) from the user's answers.

If skipped, minimal defaults are installed automatically.

Step 7: Recurring Jobs

Set up using your platform's scheduler (OpenClaw cron, Railway cron, crontab):

  • Live sync (every 15 min): gbrain sync --repo ~/brain && gbrain embed --stale
  • Auto-update (daily): gbrain check-update --json (tell user, never auto-install)
  • Dream cycle (nightly): read docs/guides/cron-schedule.md for the full protocol. Entity sweep, citation fixes, memory consolidation, plus (v0.23+) overnight conversation synthesis and cross-session pattern detection. 8 phases, one cron-friendly command. This is what makes the brain compound. Do not skip it.
  • Weekly: gbrain doctor --json && gbrain embed --stale

Step 8: Integrations

Run gbrain integrations list. Each recipe in ~/gbrain/recipes/ is a self-contained installer. It tells you what credentials to ask for, how to validate, and what cron to register. Ask the user which integrations they want (email, calendar, voice, Twitter).

Verify: gbrain integrations doctor (after at least one is configured)

Step 9: Verify

Read docs/GBRAIN_VERIFY.md and run all 7 verification checks. Check #4 (live sync actually works) is the most important.

Upgrade

cd ~/gbrain && git pull origin master && bun install
gbrain init                           # apply schema migrations (idempotent)
gbrain post-upgrade                   # show migration notes for the version range

Then read ~/gbrain/skills/migrations/v<NEW_VERSION>.md (and any intermediate versions you skipped) and run any backfill or verification steps it lists. Skipping this is how features ship in the binary but stay dormant in the user's brain.

For v0.12.0+ specifically: if your brain was created before v0.12.0, run gbrain extract links --source db && gbrain extract timeline --source db to backfill the new graph layer (see Step 4.5 above).

For v0.12.2+ specifically: if your brain is Postgres- or Supabase-backed and predates v0.12.2, the v0_12_2 migration runs gbrain repair-jsonb automatically during gbrain post-upgrade to fix the double-encoded JSONB columns. PGLite brains no-op. If wiki-style imports were truncated by the old splitBody bug, run gbrain sync --full after upgrading to rebuild compiled_truth from source markdown.