wiki-source-document-ingest

name	wiki-source-document-ingest
description	USE THIS SKILL whenever the user wants to: ingest a certificate, contract, employment letter, or other text-based document into a wiki's sources layer and integrate its facts into a wiki page. Triggers on 'add certificate to wiki', 'ingest document into sources', 'create source document from text', or 'add employment info to wiki from document'.

Source Document Ingestion

Take a raw document (certificate, contract, income proof, employment letter) provided as text and systematically integrate it into the wiki as both a source document and structured wiki data.

Step-by-Step Process

Step 1: Decide Source Location

Consult sources/[category]/ structure. Common locations:

Document Type	Location	Rationale
Identity documents (ID, passport, visa)	sources/identity/	Already existing pattern
Employment/income certificates	sources/docs/Archive/	High-value official docs, keep forever
Academic transcripts	sources/identity/ or sources/docs/Archive/	Identity-adjacent
Contracts/agreements	sources/docs/Archive/	Legal documents
Low-value OCR docs	sources/docs/OCR-Only/	Searchable but not worth keeping

Naming: [slug]-[descriptor].md e.g. zhang-san-income-cert.md

Step 2: Create Source Markdown Document

Create the source document with proper frontmatter:

---
layer: source
kind: document
created: YYYY-MM-DD  # Date on document, not today
updated: YYYY-MM-DD  # Today's date
source_type: manual    # or 'ocr', 'import'
source_uri: "Document title - Person name"
tags: [category1, category2]
---

Body:

1. Original document text (preserve exactly)
2. Metadata section with wikilinks to related wiki pages
3. Structured extracted facts (bullet points)

# Document Title

Full original text...

## Metadata

- **Person**: [[person-slug|Person Name]]
- **Organization**: [[org-slug|Org Name]]
- **Document type**: Type
- **Key fact**: Value (with units/dates)
- **Date issued**: YYYY-MM-DD

Step 3: Update Person/Entity Page

3.1 Add to source_notes frontmatter

Add the new source path to the source_notes array (create if missing):

source_notes:
  - "sources/previous/doc.md"
  - "sources/docs/Archive/new-doc.md"

3.2 Add structured data section

Add a new section (## Employment, ## Income, ## Education, etc.) after existing sections. Format:

## Section Name

Brief narrative sentence.

- **Field name**: Value with [[wikilinks]] (bold for fields)
- **Another field**: Value
- **Source**: Link to source document inline

3.3 Clean up content

Check for:

• Duplicate information already present elsewhere on the page
• Orphaned leftover text from previous edits
• Inconsistent formatting vs existing sections

Step 4: Validate

Run quick checks:

from hermes_tools import search_files
assert search_files(pattern="new-doc.md", path="sources/").get('total_count',0) > 0
assert search_files(pattern="new-doc.md", path="wiki/people/").get('total_count',0) == 0

Verify the person page renders cleanly with all wikilinks resolved.

Constraints

• Archive vs OCR-Only: Save to sources/docs/Archive/ for permanent/legal provenance; save to sources/docs/OCR-Only/ if only plaintext searchability is needed.
• Biographical Dupes: Avoid repeating bio details already in the page introduction. The new section must be concise and structured.
• Date Format: Use YYYY-MM-DD for metadata dates. Narrative dates in text can use Chinese YYYY年M月D日.