Implement complete import processing in setup flow

Expand Step 6 to categorize files (profile.md, ChatGPT exports, markdown,
PDF), extract profile information, and convert conversations to session
format. Add conditional logic in File Creation to populate profile.md
from imports instead of copying blank template. Add Step 6 for creating
dated session files from imported conversations.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Anthony Taglianetti
2026-02-08 15:26:57 -08:00
parent 2515398ec5
commit 4784775a87
+78 -3
View File
@@ -114,10 +114,45 @@ Ask these conversationally, one at a time.
> Do you have existing therapy notes to import? (ChatGPT exports, markdown, PDF, text files)
If no: Continue to step 7.
If yes:
1. Ask for file paths
2. Read the files to understand the user's history
3. Use this context to inform modality recommendations in the next step
1. **Ask for file paths**
> What files would you like to import? Provide paths separated by commas.
> (e.g., `~/Downloads/chatgpt-export.zip`, `~/Documents/therapy-notes.md`)
2. **Read and categorize each file:**
- **profile.md** → Mark for merge (this is an existing profile, not a session)
- **ChatGPT JSON/ZIP** → Parse conversations
- **Markdown/text files** → Session notes or journals
- **PDF** → Extract and read text
3. **Extract profile information** from ALL imported content:
- Background and key context
- Patterns and recurring themes
- Triggers and coping mechanisms
- Relationships and dynamics
- Values and goals
- Any therapeutic observations
Store this extracted content—you will use it to populate `profile.md` in Step 2 of File Creation.
4. **Convert conversations to session format:**
For each conversation or session note:
- Extract the date from content if available → use for filename `YYYY-MM-DD.md`
- If date unclear, **ask the user** for approximate dates
- If user doesn't know, **consolidate undated content** into a single file: `{import_date}-import.md`
- Format as session notes (themes, observations, patterns)
- Store these to write to `sessions/` during File Creation
5. **Summarize for user and inform modality recommendations:**
> I've reviewed your files. Here's what I found:
> - [Key patterns you noticed]
> - [Themes that emerged]
> - [Relevant background]
>
> This will help me recommend approaches that fit your history.
### 7. Therapeutic Approaches
@@ -242,6 +277,18 @@ Then copy the user's selected modalities to the active modalities folder:
cp "modalities/{selected_modality_1}.md" "modalities/{selected_modality_2}.md" ... "{storage_path}/.therapy/modalities/"
```
**If user imported files**, replace the blank profile with populated content:
Use the Write tool to create `{storage_path}/profile.md` with the profile information extracted during import. Fill in the template sections with actual data:
- Background → key context from imports
- Primary Concerns → main issues identified
- Patterns → recurring themes found
- Core Beliefs → beliefs revealed in content
- Coping Mechanisms → what's working and what isn't
- Values & Goals → values and goals mentioned
Do NOT copy the blank template—create a pre-populated profile.
### Step 3: Create CLAUDE.md (use Write tool)
Read `CLAUDE.template.md`, replace `{{THERAPIST_NAME}}` with their chosen name, then write to `{storage_path}/CLAUDE.md`.
@@ -280,6 +327,34 @@ chmod +x "{storage_path}/start-session.command"
printf '@echo off\r\ncd /d "%s"\r\nclaude\r\n' "{storage_path}" > "{storage_path}/start-session.bat"
```
### Step 6: Create Session Files from Imports (if applicable)
If imported conversations were processed, write each to `{storage_path}/sessions/YYYY-MM-DD.md`:
```markdown
# Session: YYYY-MM-DD
## Key Themes
- [Themes from that conversation]
## Emotional State
- [Observations about affect]
## Patterns Noted
- [Patterns observed]
## Observations
- [Therapeutic notes]
---
*Imported from [source]*
```
For multiple sessions on the same date, use: `YYYY-MM-DD-2.md`, `YYYY-MM-DD-3.md`, etc.
For undated content (user couldn't provide dates), consolidate into a single file:
`{import_date}-import.md` containing all undated sessions with clear separators.
**Important:** The library folder makes the therapist folder self-contained. Users can delete the inner-dialogue repo after setup.
---