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fidelity-ai-workspace/docs/profiles.md
david.delagneau 1ad707373a Add daily logs and templates for project fidelity
- Created daily log entries for May 13, 14, 18, 19, 20, and 21, capturing work done, findings, and next steps.
- Established a daily logs index for easy navigation of daily notes.
- Developed templates for daily logs, decisions, meeting notes, people, systems, and work items to standardize documentation.
- Introduced base files for filtering and displaying various types of project knowledge, including daily notes, decisions, people, systems, work items, and workstreams.
- Added maps for current work, fidelity apps, and fidelity domain to enhance project navigation and context.
2026-05-21 12:28:07 -06:00

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# Profiles
Profiles make the workspace reusable across projects, clients, or personal workflows.
Each profile should describe what the project is, where its memory lives, which communication sources matter, which local services are enabled, and how AI clients should access context.
## Current Profile Layout
```text
profiles/
fidelity/
profile.md
services.json
context-sources.json
example/
profile.md
```
## Recommended Future Layout
```text
profiles/<profile>/
profile.md # human-readable project profile
workspace.json # profile paths and defaults
services.json # local services for this profile
context-sources.json # communication/source filters
workspaces/<profile>/
project-knowledge/ # canonical Markdown vault
inbox/ # raw evidence for this profile
```
## Profile Files
### `profile.md`
Human-readable summary for agents and developers:
- project name;
- workspace role;
- communication sources;
- work-item system;
- stakeholders or roles;
- important domain themes;
- enabled workflows or skills.
### `workspace.json`
Profile path configuration:
```json
{
"profile": "example",
"display_name": "Example Project",
"knowledge_dir": "workspaces/example/project-knowledge",
"inbox_dir": "workspaces/example/inbox",
"index_dir": ".aiw/indexes/example"
}
```
Reusable scripts should resolve these paths through `scripts/aiw/profile.py`.
### `services.json`
Profile-specific local service manifest for `scripts/aiw/services.py`.
Examples:
- context MCP;
- communication proxy/mirror;
- photo inbox;
- future indexer or dashboard services.
### `context-sources.json`
Source filters for profile-bounded reads. For example, a Mattermost profile can define which channels count as high-signal context.
## Adding A New Project
1. Copy `profiles/example/` to `profiles/<new-project>/`.
2. Create or point to a project knowledge vault.
3. Define services only for integrations the project actually uses.
4. Put connector secrets in ignored `.env` files.
5. Build the local index.
6. Connect AI clients through the MCP server.
## Migration Rule
Reusable code should accept a `--profile` argument and resolve paths through profile configuration. Avoid adding new hardcoded references to Fidelity, channel names, ticket prefixes, or company-specific folders in generic scripts.