Vault Operations

Vault Operations - Core PCP Data Layer

Quick Start

Vault is PCP's core data layer. It handles:

• Capturing anything the user shares (text, observations, ideas)
• Searching across all captured content
• Task management (auto-created from captures or manual)
• Entity linking (people, projects, topics)
• Relationships (contact tracking, stale relationship detection)
• Project Health (activity monitoring, stalled project detection)

Script: vault_v2.py

Smart Capture

What Happens When the User Shares Something

When you receive content to remember, use smart_capture():

from vault_v2 import smart_capture

result = smart_capture("John mentioned the API needs rate limiting by Friday")
# Returns:
# {
#   'capture_id': 123,
#   'task_id': 456,          # Auto-created if deadline detected
#   'type': 'note',          # note|task|idea|decision|question
#   'entities': {...},       # Extracted people, projects, topics
#   'linked': {...}          # Linked to existing DB records
# }

Auto-Detection Features

The capture system automatically:

1. Extracts entities: People, projects, topics mentioned
2. Detects intent: Is this a note, task, idea, or decision?
3. Parses dates: "tomorrow", "next Friday", "by EOD"
4. Creates tasks: When deadlines or action items detected
5. Links to existing records: Matches people/projects in DB
6. Updates contact history: When people are mentioned

CLI Usage

# Capture text
python vault_v2.py capture "Meeting with John - decided to use Redis for caching"

# Output shows what was detected
Captured as decision (ID: 123)
Created task (ID: 456)
People: John
Linked to projects: [1]

Search

Smart Search (Default)

Searches captures, people, projects, and files:

from vault_v2 import smart_search

results = smart_search("rate limiting")
# Returns list of matches from different sources

Unified Search (Cross-System)

Searches ALL PCP data sources with consistent format:

from vault_v2 import unified_search

# Search everything
results = unified_search("budget")

# Search specific sources only
results = unified_search("budget", sources=["knowledge", "tasks"])

Valid sources: captures, knowledge, emails, tasks

CLI Usage

# Default search (captures, people, projects)
python vault_v2.py search "rate limiting"

# Search all sources (captures, knowledge, emails, tasks)
python vault_v2.py search "rate limiting" --all

# Search specific sources
python vault_v2.py search "budget" --sources knowledge,tasks

Task Management

Functions

from vault_v2 import get_tasks, complete_task

# Get pending tasks
pending = get_tasks(status="pending")

# Get tasks due within N days
urgent = get_tasks(due_within_days=3)

# Complete a task
complete_task(task_id=42)

CLI Usage

# List pending tasks (default)
python vault_v2.py tasks

# List completed tasks
python vault_v2.py tasks done

# List all tasks
python vault_v2.py tasks all

Commitment Tracking

Commitments are things the user has committed to do or follow up on.

Commitment Types

Relationship Intelligence

PCP tracks people the user interacts with, maintaining relationship history.

Automatic Tracking

When smart_capture() processes text:

1. Entity extraction identifies people mentions
2. People are auto-created if not found
3. last_contacted and interaction_count updated automatically

result = smart_capture("Had coffee with John about the API project")
# -> John's last_contacted updated to now
# -> John's interaction_count incremented

People Functions

from vault_v2 import get_person, add_person, get_relationship_summary, get_stale_relationships

# Find person by name
person = get_person("John")

# Add new person
person_id = add_person("Jane Doe", relationship="colleague", context="From Acme Corp")

# Get full relationship summary
summary = get_relationship_summary(person_id)
# Includes: contact history, recent captures, shared projects

# Find people not contacted recently
stale = get_stale_relationships(days=14)

CLI Usage

# Basic person info
python vault_v2.py person 1

# Full relationship summary
python vault_v2.py person 1 --summary

# Find stale relationships (not contacted in N days)
python vault_v2.py relationships --stale 14

Stale Relationship Detection

People are "stale" if:

1. Contacted before, but too long ago: More than N days since last contact
2. Never contacted despite mentions: Has mentions but no last_contacted

Results are sorted with most urgent first.

Project Health & Context

PCP tracks project health automatically.

Health Status Definitions

Functions

from vault_v2 import get_project, get_project_health, get_stalled_projects, restore_context, get_project_context

# Get project by name
project = get_project("PCP")

# Get health metrics
health = get_project_health(project_id)
# Includes: activity levels, task counts, staleness indicator

# Find stalled projects
stalled = get_stalled_projects(days=14)

# Restore full project context (for getting back up to speed)
context = restore_context(project_id)

# Get structured context data
ctx = get_project_context(project_id)
# Returns: project info, health, captures, decisions, tasks, people, knowledge

CLI Usage

# Basic project info
python vault_v2.py project 1

# Full health metrics
python vault_v2.py project 1 --health

# Find stalled projects
python vault_v2.py projects --stalled 14

# Restore context (by ID or name)
python vault_v2.py context PCP
python vault_v2.py context 1
python vault_v2.py context PCP --json

Suggestion Approval

Pattern detection generates task suggestions. Use vault_v2.py to approve them:

from vault_v2 import approve_suggestion, dismiss_suggestion
from patterns import get_suggested_tasks

# Get pending suggestions
suggestions = get_suggested_tasks(status="pending")

# Approve and create task
result = approve_suggestion(suggestion_id=1, project_id=5)

# Dismiss (mark as not useful)
dismiss_suggestion(suggestion_id=2)

CLI Usage

# List pending suggestions
python vault_v2.py suggestions

# Approve and create task
python vault_v2.py suggestions --approve 1

# Dismiss
python vault_v2.py suggestions --dismiss 2

Statistics

# Get vault statistics
python vault_v2.py stats

# Output:
# Captures: 150 (5 today)
# Tasks: {'pending': 12, 'done': 45}
# Overdue: 2
# People: 25
# Projects: 4 active
# Files: 18

When To Use What

Key Patterns

Capture vs Knowledge

• Capture (vault_v2.py): Transient observations, conversations, notes
• Knowledge (knowledge.py): Permanent facts, architecture decisions

Use smart_capture() for what the user shares in conversation. Use add_knowledge() for facts that should persist permanently.

Entity Detection

Captures automatically extract:

• People: Names mentioned (auto-created if new)
• Projects: Keywords matched to active projects
• Topics: Key themes for pattern detection
• Dates: Deadlines, reminders, time references

Contact Tracking

When a capture mentions a person, the system automatically:

1. Updates last_contacted timestamp
2. Increments interaction_count
3. Sets first_contacted if first time

This enables stale relationship detection.

Database Tables

Related Skills

• /knowledge-base - Permanent facts and decisions
• /brief-generation - Briefs include stale relationships, stalled projects