Update Memory

Update Memory

Automatically track client project activity and maintain a chronological timeline. Monitors meetings, documents, building model updates, and action items.

Designed for client projects, not software development. Tracks business activities: meeting outcomes, contract deliverables, building data updates, and project milestones.

Optional: Audette MCP (for building tracking — skipped gracefully if not connected)

What This Creates

• PROJECT-HISTORY.md — chronological timeline of project activity
• CLAUDE.md — project context file with pointer to history
• .audette-memory/ — building state snapshots for change detection
• Daily cron job at 2:47am

Step 1: Pre-flight

Get the Audette customer account UID from the system prompt. If present, call switch_customer_account with that UID, then call list_buildings to get the building list for change tracking.

If no account UID is in the system prompt, or if the Audette MCP call fails, note that building tracking will be skipped — continue with file tracking only.

Extract project_name from context or ask the user if not clear.

Step 2: Determine Scan Range

Check whether PROJECT-HISTORY.md already exists.

• First run (file missing) — scan all project history
• Update run (file exists) — parse the *Last updated:* timestamp and scan only files modified after that date

Step 3: Scan and Categorize Files

List all files in the workspace recursively. Skip hidden files/folders, PROJECT-HISTORY.md, and .audette-memory/.

For update runs, filter to only files modified after the last update timestamp.

Categorize each file by name pattern (see references/file-patterns.md):

• Meetings — filenames containing: meeting, notes, agenda, minutes
• Contracts — filenames containing: contract, agreement, signed, executed
• Reports — filenames containing: report, assessment, analysis, study
• Utilities — filenames containing: utility, bill, energy, electric, gas
• Documents — everything else

Step 4: Extract Action Items from Meeting Files

For each file categorized as a meeting, read its content using the Read tool.

Search for lines matching patterns from references/action-item-patterns.md:

• Lines starting with: TODO:, Action:, Action Item N:, [ ], - [ ]

Extract and clean those lines to build an action items list for that meeting.

Step 5: Track Building Updates (if Audette MCP connected)

For each building returned by list_buildings (called in Step 1):

1. Call get_building_model_details with building_model_uid
2. Check .audette-memory/building-<uid>-snapshot.json for a previous snapshot
3. If snapshot exists, compare key fields: baseline_eui, gfa, archetype, year_built
4. If fields changed (or first run), note the change as a timeline entry
5. Save current state as the new snapshot

If a building query fails, log a warning and skip that building.

Step 6: Format Timeline

Group all entries by date (newest first). For each date section:

## YYYY-MM-DD

### Meetings
- [meeting topic extracted from filename]

### Documents
- **filename.pdf** — [category]

### Building Updates
- **Building Name** — [field]: [old] → [new]

### Action Items
- [extracted action item]

Step 7: Write or Update PROJECT-HISTORY.md

First run: Write a new file with header + all entries.

Update run: Read the existing file, insert new entries after the header (before existing entries), and update the *Last updated:* timestamp.

Header format:

# Project History: [project_name]

*Last updated: [ISO timestamp]*

---

Step 8: Create or Update CLAUDE.md

If CLAUDE.md does not exist, create it with a pointer to PROJECT-HISTORY.md.

If it exists but lacks a PROJECT-HISTORY.md reference, append a section pointing to it.

Step 9: Schedule Daily Updates (First Run Only)

On first run, create a recurring cron job:

CronCreate: "47 2 * * *", prompt: "/update-memory", recurring: true

Note to user that recurring tasks auto-expire after 7 days — re-run this skill to refresh.

Step 10: Confirm

First run:

Memory initialized. Timeline created with N meetings, N documents, N building snapshots. Daily updates scheduled for 2:47am.

Update run with changes:

Memory updated. N new files, N building updates since [last update date].

Update run, no changes:

No changes since [last update date]. PROJECT-HISTORY.md is current.

Rules

• Never block on missing account UID or Audette MCP failure — skip building tracking and continue with file tracking
• Never block on individual file read failures — skip the file with a warning
• Always sort timeline entries newest-first
• Use Read tool for all file content — no bash pdftotext or Python dependencies