ea-morning-review

name	ea-morning-review
description	Daily handoff — prep yesterday carryover, interactive morning review, finalize today's time block.
metadata	{"hermes":{"category":"executive-assistant","version":"1.2.0"}}

EA Morning Review (daily handoff)

Bridges yesterday → today: read yesterday's time-block plan, draft Planning/daily-review-YYYY-MM-DD.md with checkboxes (source of truth for done/carryover), run an interactive jChat session when the owner is ready, then refresh today's linked Excalidraw via ea-time-block.

GTD / linking: docs/executive-assistant.md#gtd-workspace · Time block: skill_view('ea-time-block')

When to use

Mode	Trigger
Prep (async)	EA morning cron — skill_view('ea-morning-review') then follow Morning prep below
Interactive	Owner: "morning review", "what's left from yesterday", "let's plan the day", opens @Planning/daily-review-*.md, or references yesterday's time block

Pair with ea-shutdown the prior evening so yesterday's review is honest.

Artifacts (one per calendar day)

File	Role
Planning/daily-review-YYYY-MM-DD.md	Checkboxes, owner answers, carryover — mutable during review
Planning/.time-block-plan-YYYY-MM-DD.json	Machine plan for that day
Planning/time-block-YYYY-MM-DD.excalidraw	Visual record — do not edit yesterday's file in place

Yesterday's diagram stays frozen; today gets a new file after review.

Morning prep (cron / async)

Run at start of owner workday before the pointer email.

1. Bootstrap Nylas profile — check .joshu/nylas/profile.json (under $JOSHU_FILES_ROOT). If missing or empty, call nylas_get_profile() then persist with nylas_update_profile() before any Nylas sends. See ea-playbook "Every run — read first" for the canonical startup sequence.

2. Dates — owner local today = YYYY-MM-DD; yesterday = prior calendar day.

3. Find the most recent workday's plan (not necessarily yesterday):

   • If yesterday had a time-block plan (weekday), read it directly.
   • If yesterday was a weekend/holiday with no plan, fall back to the most recent workday with Planning/.time-block-plan-{date}.json — typically Friday for a Monday morning. Set a plan_date variable for use in retrospective and frontmatter.

4. Read the identified plan (if files exist):

   • Planning/.time-block-plan-{plan_date}.json — blocks, taskGroups, notes
   • Planning/daily-review-{plan_date}.md — shutdown_complete, end-of-day section
   • Projects/*/journal_{plan_date}.md — what actually happened
   • Projects/*/journal_{yesterday}.md for weekend gap — catch any weekend processing
   • Calendar mirrors for the plan date (optional — meetings held vs planned)

5. Create or refresh Planning/daily-review-{today}.md:

   • Copy shape from templates/ea/Planning/daily-review-template.md if missing
   • Frontmatter: date, yesterday_plan → Planning/time-block-{plan_date}.excalidraw (the most recent plan, which may not be literally yesterday), morning_review_complete: false, shutdown_complete: false
   • Last workday retrospective (draft) — one - [ ] line per block from the plan (start–end — label); link block targets when plan JSON has link. Note the date gap if plan_date ≠ yesterday (e.g. "Weekend gap — last plan was Friday").
   • Carryover to today — unchecked items from last plan's shutdown section, open todo.md rows touched on the plan_date, unfiled capture from the gap days
   • Scheduling — owner review — projects with owner_decisions_pending: true or todo rows Waiting on: owner review (from ea-playbook scheduling HITL defer); list in Decisions needed with journal link — do not auto-schedule from cron
   • Proposed today — 2–4 bullet priorities (not full schedule yet)

6. Optional draft plan — first check if Planning/.time-block-plan-{today}.json already exists (pre-rendered by a late-evening session). If it does:

   • Link to it in the daily-review and pointer email — do not re-render.
   • Verify it references yesterday's plan correctly; patch yesterdayPlan if stale.
   • Skip the render entirely unless the calendar has materially changed since the file was written (check file mtime vs latest calendar events).

   If it does not exist and the calendar is stable, write Planning/.time-block-plan-{today}.json + render Excalidraw as proposal (owner may change in interactive step). If owner prefers review-first, skip render and note "Run time block after morning review."

7. Pointer email — short Nylas message to primaryWorkEmail (see Email (morning pointer)). Do not send the old 500-word standalone brief unless daily-review prep failed.

Interactive morning review (jChat)

When the owner engages:

1. Load Planning/daily-review-{today}.md and yesterday_plan file if linked.
2. Walk the last workday — for each unchecked block in retrospective:
   • Ask: done / partial / skipped / rescheduled?
   • Update checkbox: [x] done, [~] partial, leave [ ] for carryover
   • On done: update linked Projects/*/todo.md row or journal line with link — do not paste mail bodies
   • If there's a weekend gap (plan_date ≠ yesterday), ask about both the plan blocks and any weekend activity
   • On carryover: add to Carryover to today with same joshu:// link
3. Capture & priorities — read Planning/capture-{today}.md; ask what to add/drop/defer.
4. Commit today — skill_view('ea-time-block') and run its workflow:
   • Pass carryover into plan JSON carryover[] (see ea-time-block)
   • Re-render Planning/time-block-{today}.excalidraw
5. Owner answers — append concise Q&A under ## Owner answers.
6. Set frontmatter morning_review_complete: true when the owner confirms the plan.
7. Tell owner to open Planning/time-block-{today}.excalidraw in jWhiteboard.

Keep the session short (5–10 min). One question batch at a time if async.

Email (morning pointer)

Write body to Projects/_system/summary-email.md, send via Nylas. ~150–250 words.

🌅 MORNING REVIEW READY

Yesterday: [link to yesterday time block] — {N} items to confirm
Today: [link to daily-review] · [link to time block if rendered]

Open jChat and say "morning review" (or open the daily review file) to confirm what got done and lock today's plan.

📅 CALENDAR (remaining today)
<2–3 lines — next meetings + free pockets>

📬 NEW MAIL (if any)
<only stubs from last ~12h — who, project, next step>

🔁 SCHEDULING
<blocked meeting tasks only if any>

Skip sections with nothing new. Full data-source table lives in ea-playbook Summary email — use the same tools but condense for the pointer.

Link discipline

• Block lines in daily-review: → [label](joshu://Projects/.../todo.md) when a canonical target exists
• Never duplicate thread bodies — link connectors/mail/…
• Chat context stays in Hindsight; durable answers land in daily-review + project files

Do not

• Edit yesterday's .excalidraw to cross out blocks (history per day)
• Replace ea-playbook triage or mail ingress
• Skip interactive step and treat cron draft as final plan without owner confirmation (unless owner explicitly says "skip review today")

References

• references/daily-review-schema.md — frontmatter + section contract