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Make grouping opt-in and document local privacy storage - #3

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yeelam-gordon wants to merge 4 commits into
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feat/privacy-defaults
Open

yeelam-gordon wants to merge 4 commits into
mainfrom
feat/privacy-defaults

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@yeelam-gordon

@yeelam-gordon yeelam-gordon commented Oct 13, 2026 •

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Problem

Default startup grouping can send session metadata to a hosted service before the user explicitly opts into automatic grouping. Search also persists more than basic metadata, without one authoritative privacy statement describing the locations and retention.

Changes

  • Default to manual local wordmatch grouping; require automatic grouping opt-in while preserving explicit manual remote and legacy ACP auto-suggest choices.
  • Document distinct remote/ACP payloads, transcript-content search indexes, parsed scan caches, embedding/model files, and append-only diagnostic logs with their storage locations and deletion boundaries.
  • Add offline --privacy and --help before discovery, config writes or model initialization, and include PRIVACY.md in Core and Semantic downloads.
  • Update configuration, English and localized entry guidance. Existing released binaries retain their prior behavior.

Evidence

Latest stable core and semantic release clippy passed. Core unit tests on corrected head: 235 passed, 1 existing ignored; semantic tests: 5 passed. Generated OS configurations validated; built executable help/privacy probes produced no runtime config/data/log files. No dependency updates or user-history operations.

Final Windows/Linux CI passed; independent full/delta behavior review found no remaining evidenced blockers. No release is published by this PR.

Review follow-through

  • Corrected old-build instructions: historical executables may ignore --privacy, so read browser/archive documentation rather than execute unknown builds.
  • Added an offline collect-batch-to-JSON regression proving remote titles stay separate from locally enriched summary text and group-name reuse is explicit.
  • Fixed all 15 localized setup steps and clarified HF_HOME model assets versus the separate embedding cache.
  • Final-head CI: https://github.com/yeelam-gordon/agent-cli-session-TUI/actions/runs/38352136193 (passed).

Copilot review at head 2e09e25 recommends approval with zero open findings (2026-10-13T05:38:56Z). The local review helper still does not recognize the new zero-open-findings wording; its convergence flag is not being overridden.

Default manual suggestions to wordmatch, preserve explicit engines and legacy ACP opt-in, and disclose local indexes, discovery/model caches and outbound data. Ship and expose the privacy notice, update localized defaults, and cover startup gating with regressions.

Co-authored-by: Copilot <[email protected]>
Copilot AI balanced review requested due to automatic review settings October 13, 2026 05:13

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🟡 Changes recommended

Storage descriptions and localized setup instructions remain inconsistent with the implementation and generated template.

17 open findings
What changed in this PR

Makes grouping privacy-preserving by default and documents local storage/network boundaries.

Changes:

  • Defaults to manual wordmatch grouping with explicit automatic opt-in.
  • Adds early --help/--privacy handling and comprehensive privacy documentation.
  • Packages privacy guidance and updates configuration/install documentation.
File Description
src/​ui/​mod.rs Gates automatic grouping on opt-in.
src/​main.rs Adds early help/privacy output.
src/​grouping/​remote.rs Corrects remote payload documentation.
src/​grouping/​mod.rs Marks remote grouping opt-in.
src/​config.rs Adds manual wordmatch defaults and opt-in resolution.
SECURITY.md Expands sensitive-storage guidance.
README.md Updates installation and privacy guidance.
PRIVACY.md Documents storage, retention, and network boundaries.
docs/​usage.md Updates operating and removal guidance.
docs/​i18n/​README.zh-TW.md Updates localized privacy guidance.
docs/​i18n/​README.zh-CN.md Updates localized privacy guidance.
docs/​i18n/​README.vi.md Updates localized privacy guidance.
docs/​i18n/​README.tr.md Updates localized privacy guidance.
docs/​i18n/​README.ru.md Updates localized privacy guidance.
docs/​i18n/​README.pt-BR.md Updates localized privacy guidance.
docs/​i18n/​README.ko.md Updates localized privacy guidance.
docs/​i18n/​README.ja.md Updates localized privacy guidance.
docs/​i18n/​README.it.md Updates localized privacy guidance.
docs/​i18n/​README.id.md Updates localized privacy guidance.
docs/​i18n/​README.hi.md Updates localized privacy guidance.
docs/​i18n/​README.fr.md Updates localized privacy guidance.
docs/​i18n/​README.es.md Updates localized privacy guidance.
docs/​i18n/​README.de.md Updates localized privacy guidance.
docs/​i18n/​README.ar.md Updates localized privacy guidance.
config.toml.template Documents new defaults and storage behavior.
AGENTS.md Records the revised design decisions.
.github/​workflows/​release.yml Packages PRIVACY.md in release archives.
.github/​instructions/​security.instructions.md Updates sensitive-data guidance.

🧠 Review effort: Balanced


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yeelam-gordon and others added 2 commits October 13, 2026 13:18
Address PRIVACY-001: direct older and unknown builds to browser/archive policy reading without executing the binary. Explain that unsupported privacy/help flags can start discovery and automatic remote grouping.

Co-authored-by: Copilot <[email protected]>
Distinguish HF_HOME model assets from the fixed embedding cache, document summary-enriched local grouping separately from original-title outbound fields, and repair all 15 localized setup steps. Add offline production-payload capture and localized TOML regression tests; released runtime behavior is unchanged.

Co-authored-by: Copilot <[email protected]>

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Separate TUI orchestration and cache writes from Tantivy indexing, fastembed model downloads, and installed agent CLI behavior.

Co-authored-by: Copilot <[email protected]>
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