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feat: identify action items (#790)

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* Identify action items

* Add action items to mock summary

* Add action items validator

* Remove final prefix from action items

* Make on action items callback required

* Don't mutation action items response

* Assign action items to none on error

* Use timeout constant

* Exclude action items from transcript list
This commit is contained in:
Sergey Mankovsky
2025-12-18 21:13:47 +01:00
committed by GitHub
parent 5f458aa4a7
commit 964cd78bb6
15 changed files with 306 additions and 24 deletions
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26
server/migrations/versions/05f8688d6895_add_action_items.py Normal file
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@@ -0,0 +1,26 @@
"""add_action_items
Revision ID: 05f8688d6895
Revises: bbafedfa510c
Create Date: 2025-12-12 11:57:50.209658
"""
from typing import Sequence, Union
import sqlalchemy as sa
from alembic import op
# revision identifiers, used by Alembic.
revision: str = "05f8688d6895"
down_revision: Union[str, None] = "bbafedfa510c"
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.add_column("transcript", sa.Column("action_items", sa.JSON(), nullable=True))
def downgrade() -> None:
op.drop_column("transcript", "action_items")

13
server/reflector/db/transcripts.py
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@@ -44,6 +44,7 @@ transcripts = sqlalchemy.Table(
sqlalchemy.Column("title", sqlalchemy.String),
sqlalchemy.Column("short_summary", sqlalchemy.String),
sqlalchemy.Column("long_summary", sqlalchemy.String),
sqlalchemy.Column("action_items", sqlalchemy.JSON),
sqlalchemy.Column("topics", sqlalchemy.JSON),
sqlalchemy.Column("events", sqlalchemy.JSON),
sqlalchemy.Column("participants", sqlalchemy.JSON),
@@ -164,6 +165,10 @@ class TranscriptFinalLongSummary(BaseModel):
long_summary: str
class TranscriptActionItems(BaseModel):
action_items: dict
class TranscriptFinalTitle(BaseModel):
title: str
@@ -204,6 +209,7 @@ class Transcript(BaseModel):
locked: bool = False
short_summary: str | None = None
long_summary: str | None = None
action_items: dict | None = None
topics: list[TranscriptTopic] = []
events: list[TranscriptEvent] = []
participants: list[TranscriptParticipant] | None = []
@@ -368,7 +374,12 @@ class TranscriptController:
room_id: str | None = None,
search_term: str | None = None,
return_query: bool = False,
exclude_columns: list[str] = ["topics", "events", "participants"],
exclude_columns: list[str] = [
"topics",
"events",
"participants",
"action_items",
],
) -> list[Transcript]:
"""
Get all transcripts

5
server/reflector/llm.py
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@@ -232,14 +232,17 @@ class LLM:
texts: list[str],
output_cls: Type[T],
tone_name: str | None = None,
timeout: int | None = None,
) -> T:
"""Get structured output from LLM with validation retry via Workflow."""
if timeout is None:
timeout = self.settings_obj.LLM_STRUCTURED_RESPONSE_TIMEOUT
async def run_workflow():
workflow = StructuredOutputWorkflow(
output_cls=output_cls,
max_retries=self.settings_obj.LLM_PARSE_MAX_RETRIES + 1,
timeout=120,
timeout=timeout,
)
result = await workflow.run(

1
server/reflector/pipelines/main_file_pipeline.py
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@@ -309,6 +309,7 @@ class PipelineMainFile(PipelineMainBase):
transcript,
on_long_summary_callback=self.on_long_summary,
on_short_summary_callback=self.on_short_summary,
on_action_items_callback=self.on_action_items,
empty_pipeline=self.empty_pipeline,
logger=self.logger,
)

19
server/reflector/pipelines/main_live_pipeline.py
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@@ -27,6 +27,7 @@ from reflector.db.recordings import recordings_controller
from reflector.db.rooms import rooms_controller
from reflector.db.transcripts import (
Transcript,
TranscriptActionItems,
TranscriptDuration,
TranscriptFinalLongSummary,
TranscriptFinalShortSummary,
@@ -306,6 +307,23 @@ class PipelineMainBase(PipelineRunner[PipelineMessage], Generic[PipelineMessage]
data=final_short_summary,
)
@broadcast_to_sockets
async def on_action_items(self, data):
action_items = TranscriptActionItems(action_items=data.action_items)
async with self.transaction():
transcript = await self.get_transcript()
await transcripts_controller.update(
transcript,
{
"action_items": action_items.action_items,
},
)
return await transcripts_controller.append_event(
transcript=transcript,
event="ACTION_ITEMS",
data=action_items,
)
@broadcast_to_sockets
async def on_duration(self, data):
async with self.transaction():
@@ -465,6 +483,7 @@ class PipelineMainFinalSummaries(PipelineMainFromTopics):
transcript=self._transcript,
callback=self.on_long_summary,
on_short_summary=self.on_short_summary,
on_action_items=self.on_action_items,
),
]

1
server/reflector/pipelines/main_multitrack_pipeline.py
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@@ -772,6 +772,7 @@ class PipelineMainMultitrack(PipelineMainBase):
transcript,
on_long_summary_callback=self.on_long_summary,
on_short_summary_callback=self.on_short_summary,
on_action_items_callback=self.on_action_items,
empty_pipeline=self.empty_pipeline,
logger=self.logger,
)

14
server/reflector/pipelines/topic_processing.py
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@@ -89,6 +89,7 @@ async def generate_summaries(
*,
on_long_summary_callback: Callable,
on_short_summary_callback: Callable,
on_action_items_callback: Callable,
empty_pipeline: EmptyPipeline,
logger: structlog.BoundLogger,
):
@@ -96,11 +97,14 @@ async def generate_summaries(
logger.warning("No topics for summary generation")
return
processor = TranscriptFinalSummaryProcessor(
transcript=transcript,
callback=on_long_summary_callback,
on_short_summary=on_short_summary_callback,
)
processor_kwargs = {
"transcript": transcript,
"callback": on_long_summary_callback,
"on_short_summary": on_short_summary_callback,
"on_action_items": on_action_items_callback,
}
processor = TranscriptFinalSummaryProcessor(**processor_kwargs)
processor.set_pipeline(empty_pipeline)
for topic in topics:

195
server/reflector/processors/summary/summary_builder.py
View File

@@ -96,6 +96,36 @@ RECAP_PROMPT = dedent(
"""
).strip()
ACTION_ITEMS_PROMPT = dedent(
"""
Identify action items from this meeting transcript. Your goal is to identify what was decided and what needs to happen next.
Look for:
1. **Decisions Made**: Any decisions, choices, or conclusions reached during the meeting. For each decision:
- What was decided? (be specific)
- Who made the decision or was involved? (use actual participant names)
- Why was this decision made? (key factors, reasoning, or rationale)
2. **Next Steps / Action Items**: Any tasks, follow-ups, or actions that were mentioned or assigned. For each action item:
- What specific task needs to be done? (be concrete and actionable)
- Who is responsible? (use actual participant names if mentioned, or "team" if unclear)
- When is it due? (any deadlines, timeframes, or "by next meeting" type commitments)
- What context is needed? (any additional details that help understand the task)
Guidelines:
- Be thorough and identify all action items, even if they seem minor
- Include items that were agreed upon, assigned, or committed to
- Include decisions even if they seem obvious or implicit
- If someone says "I'll do X" or "We should do Y", that's an action item
- If someone says "Let's go with option A", that's a decision
- Use the exact participant names from the transcript
- If no participant name is mentioned, you can leave assigned_to/decided_by as null
Only return empty lists if the transcript contains NO decisions and NO action items whatsoever.
"""
).strip()
STRUCTURED_RESPONSE_PROMPT_TEMPLATE = dedent(
"""
Based on the following analysis, provide the information in the requested JSON format:
@@ -155,6 +185,53 @@ class SubjectsResponse(BaseModel):
)
class ActionItem(BaseModel):
"""A single action item from the meeting"""
task: str = Field(description="The task or action item to be completed")
assigned_to: str | None = Field(
default=None, description="Person or team assigned to this task (name)"
)
assigned_to_participant_id: str | None = Field(
default=None, description="Participant ID if assigned_to matches a participant"
)
deadline: str | None = Field(
default=None, description="Deadline or timeframe mentioned for this task"
)
context: str | None = Field(
default=None, description="Additional context or notes about this task"
)
class Decision(BaseModel):
"""A decision made during the meeting"""
decision: str = Field(description="What was decided")
rationale: str | None = Field(
default=None,
description="Reasoning or key factors that influenced this decision",
)
decided_by: str | None = Field(
default=None, description="Person or group who made the decision (name)"
)
decided_by_participant_id: str | None = Field(
default=None, description="Participant ID if decided_by matches a participant"
)
class ActionItemsResponse(BaseModel):
"""Pydantic model for identified action items"""
decisions: list[Decision] = Field(
default_factory=list,
description="List of decisions made during the meeting",
)
next_steps: list[ActionItem] = Field(
default_factory=list,
description="List of action items and next steps to be taken",
)
class SummaryBuilder:
def __init__(self, llm: LLM, filename: str | None = None, logger=None) -> None:
self.transcript: str | None = None
@@ -166,6 +243,8 @@ class SummaryBuilder:
self.model_name: str = llm.model_name
self.logger = logger or structlog.get_logger()
self.participant_instructions: str | None = None
self.action_items: ActionItemsResponse | None = None
self.participant_name_to_id: dict[str, str] = {}
if filename:
self.read_transcript_from_file(filename)
@@ -189,13 +268,20 @@ class SummaryBuilder:
self.llm = llm
async def _get_structured_response(
self, prompt: str, output_cls: Type[T], tone_name: str | None = None
self,
prompt: str,
output_cls: Type[T],
tone_name: str | None = None,
timeout: int | None = None,
) -> T:
"""Generic function to get structured output from LLM for non-function-calling models."""
# Add participant instructions to the prompt if available
enhanced_prompt = self._enhance_prompt_with_participants(prompt)
return await self.llm.get_structured_response(
enhanced_prompt, [self.transcript], output_cls, tone_name=tone_name
enhanced_prompt,
[self.transcript],
output_cls,
tone_name=tone_name,
timeout=timeout,
)
async def _get_response(
@@ -216,11 +302,19 @@ class SummaryBuilder:
# Participants
# ----------------------------------------------------------------------------
def set_known_participants(self, participants: list[str]) -> None:
def set_known_participants(
self,
participants: list[str],
participant_name_to_id: dict[str, str] | None = None,
) -> None:
"""
Set known participants directly without LLM identification.
This is used when participants are already identified and stored.
They are appended at the end of the transcript, providing more context for the assistant.
Args:
participants: List of participant names
participant_name_to_id: Optional mapping of participant names to their IDs
"""
if not participants:
self.logger.warning("No participants provided")
@@ -231,10 +325,12 @@ class SummaryBuilder:
participants=participants,
)
if participant_name_to_id:
self.participant_name_to_id = participant_name_to_id
participants_md = self.format_list_md(participants)
self.transcript += f"\n\n# Participants\n\n{participants_md}"
# Set instructions that will be automatically added to all prompts
participants_list = ", ".join(participants)
self.participant_instructions = dedent(
f"""
@@ -413,6 +509,92 @@ class SummaryBuilder:
self.recap = str(recap_response)
self.logger.info(f"Quick recap: {self.recap}")
def _map_participant_names_to_ids(
self, response: ActionItemsResponse
) -> ActionItemsResponse:
"""Map participant names in action items to participant IDs."""
if not self.participant_name_to_id:
return response
decisions = []
for decision in response.decisions:
new_decision = decision.model_copy()
if (
decision.decided_by
and decision.decided_by in self.participant_name_to_id
):
new_decision.decided_by_participant_id = self.participant_name_to_id[
decision.decided_by
]
decisions.append(new_decision)
next_steps = []
for item in response.next_steps:
new_item = item.model_copy()
if item.assigned_to and item.assigned_to in self.participant_name_to_id:
new_item.assigned_to_participant_id = self.participant_name_to_id[
item.assigned_to
]
next_steps.append(new_item)
return ActionItemsResponse(decisions=decisions, next_steps=next_steps)
async def identify_action_items(self) -> ActionItemsResponse | None:
"""Identify action items (decisions and next steps) from the transcript."""
self.logger.info("--- identify action items using TreeSummarize")
if not self.transcript:
self.logger.warning(
"No transcript available for action items identification"
)
self.action_items = None
return None
action_items_prompt = ACTION_ITEMS_PROMPT
try:
response = await self._get_structured_response(
action_items_prompt,
ActionItemsResponse,
tone_name="Action item identifier",
timeout=settings.LLM_STRUCTURED_RESPONSE_TIMEOUT,
)
response = self._map_participant_names_to_ids(response)
self.action_items = response
self.logger.info(
f"Identified {len(response.decisions)} decisions and {len(response.next_steps)} action items",
decisions_count=len(response.decisions),
next_steps_count=len(response.next_steps),
)
if response.decisions:
self.logger.debug(
"Decisions identified",
decisions=[d.decision for d in response.decisions],
)
if response.next_steps:
self.logger.debug(
"Action items identified",
tasks=[item.task for item in response.next_steps],
)
if not response.decisions and not response.next_steps:
self.logger.warning(
"No action items identified from transcript",
transcript_length=len(self.transcript),
)
return response
except Exception as e:
self.logger.error(
f"Error identifying action items: {e}",
exc_info=True,
)
self.action_items = None
return None
async def generate_summary(self, only_subjects: bool = False) -> None:
"""
Generate summary by extracting subjects, creating summaries for each, and generating a recap.
@@ -424,6 +606,7 @@ class SummaryBuilder:
await self.generate_subject_summaries()
await self.generate_recap()
await self.identify_action_items()
# ----------------------------------------------------------------------------
# Markdown
@@ -526,8 +709,6 @@ if __name__ == "__main__":
if args.summary:
await sm.generate_summary()
# Note: action items generation has been removed
print("")
print("-" * 80)
print("")

26
server/reflector/processors/transcript_final_summary.py
View File

@@ -1,7 +1,12 @@
from reflector.llm import LLM
from reflector.processors.base import Processor
from reflector.processors.summary.summary_builder import SummaryBuilder
from reflector.processors.types import FinalLongSummary, FinalShortSummary, TitleSummary
from reflector.processors.types import (
ActionItems,
FinalLongSummary,
FinalShortSummary,
TitleSummary,
)
from reflector.settings import settings
@@ -27,15 +32,20 @@ class TranscriptFinalSummaryProcessor(Processor):
builder = SummaryBuilder(self.llm, logger=self.logger)
builder.set_transcript(text)
# Use known participants if available, otherwise identify them
if self.transcript and self.transcript.participants:
# Extract participant names from the stored participants
participant_names = [p.name for p in self.transcript.participants if p.name]
if participant_names:
self.logger.info(
f"Using {len(participant_names)} known participants from transcript"
)
builder.set_known_participants(participant_names)
participant_name_to_id = {
p.name: p.id
for p in self.transcript.participants
if p.name and p.id
}
builder.set_known_participants(
participant_names, participant_name_to_id=participant_name_to_id
)
else:
self.logger.info(
"Participants field exists but is empty, identifying participants"
@@ -63,7 +73,6 @@ class TranscriptFinalSummaryProcessor(Processor):
self.logger.warning("No summary to output")
return
# build the speakermap from the transcript
speakermap = {}
if self.transcript:
speakermap = {
@@ -76,8 +85,6 @@ class TranscriptFinalSummaryProcessor(Processor):
speakermap=speakermap,
)
# build the transcript as a single string
# Replace speaker IDs with actual participant names if available
text_transcript = []
unique_speakers = set()
for topic in self.chunks:
@@ -111,4 +118,9 @@ class TranscriptFinalSummaryProcessor(Processor):
)
await self.emit(final_short_summary, name="short_summary")
if self.builder and self.builder.action_items:
action_items = self.builder.action_items.model_dump()
action_items = ActionItems(action_items=action_items)
await self.emit(action_items, name="action_items")
await self.emit(final_long_summary)

6
server/reflector/processors/transcript_topic_detector.py
View File

@@ -78,7 +78,11 @@ class TranscriptTopicDetectorProcessor(Processor):
"""
prompt = TOPIC_PROMPT.format(text=text)
response = await self.llm.get_structured_response(
prompt, [text], TopicResponse, tone_name="Topic analyzer"
prompt,
[text],
TopicResponse,
tone_name="Topic analyzer",
timeout=settings.LLM_STRUCTURED_RESPONSE_TIMEOUT,
)
return response

4
server/reflector/processors/types.py
View File

@@ -264,6 +264,10 @@ class FinalShortSummary(BaseModel):
duration: float
class ActionItems(BaseModel):
action_items: dict # JSON-serializable dict from ActionItemsResponse
class FinalTitle(BaseModel):
title: str

3
server/reflector/settings.py
View File

@@ -77,6 +77,9 @@ class Settings(BaseSettings):
LLM_PARSE_MAX_RETRIES: int = (
3 # Max retries for JSON/validation errors (total attempts = retries + 1)
)
LLM_STRUCTURED_RESPONSE_TIMEOUT: int = (
300 # Timeout in seconds for structured responses (5 minutes)
)
# Diarization
DIARIZATION_ENABLED: bool = True

1
server/reflector/views/transcripts.py
View File

@@ -501,6 +501,7 @@ async def transcript_get(
"title": transcript.title,
"short_summary": transcript.short_summary,
"long_summary": transcript.long_summary,
"action_items": transcript.action_items,
"created_at": transcript.created_at,
"share_mode": transcript.share_mode,
"source_language": transcript.source_language,

1
server/reflector/worker/webhook.py
View File

@@ -123,6 +123,7 @@ async def send_transcript_webhook(
"target_language": transcript.target_language,
"status": transcript.status,
"frontend_url": frontend_url,
"action_items": transcript.action_items,
},
"room": {
"id": room.id,

15
server/tests/test_pipeline_main_file.py
View File

@@ -266,7 +266,11 @@ async def mock_summary_processor():
# When flush is called, simulate summary generation by calling the callbacks
async def flush_with_callback():
mock_summary.flush_called = True
from reflector.processors.types import FinalLongSummary, FinalShortSummary
from reflector.processors.types import (
ActionItems,
FinalLongSummary,
FinalShortSummary,
)
if hasattr(mock_summary, "_callback"):
await mock_summary._callback(
@@ -276,12 +280,19 @@ async def mock_summary_processor():
await mock_summary._on_short_summary(
FinalShortSummary(short_summary="Test short summary", duration=10.0)
)
if hasattr(mock_summary, "_on_action_items"):
await mock_summary._on_action_items(
ActionItems(action_items={"test": "action item"})
)
mock_summary.flush = flush_with_callback
def init_with_callback(transcript=None, callback=None, on_short_summary=None):
def init_with_callback(
transcript=None, callback=None, on_short_summary=None, on_action_items=None
):
mock_summary._callback = callback
mock_summary._on_short_summary = on_short_summary
mock_summary._on_action_items = on_action_items
return mock_summary
mock_summary_class.side_effect = init_with_callback