Add dynamic references in a workflow

[brandoncc]

I've created this chat prompt and slash command pair:

chat prompt

["Standup"] = {
  strategy = "chat",
  description = "Generate a standup update based on Logseq notes and recent file changes",
  opts = {
    is_default = false,
    short_name = "su",
  },
  prompts = {
    {
      role = config.constants.SYSTEM_ROLE,
      content = "This is actually a long blurb about how to look at Logseq files and format them into a standup update.",
      opts = {
        visible = true,
      },
    },
    {
      role = config.constants.USER_ROLE,
      content = "/changed_files",
    },
  },
},

slash command

["changed_files"] = {
  description = "List all files changed in the last N days in journals and pages folders",
  ---@param chat CodeCompanion.Chat
  callback = function(chat)
    local days_input = ""
    local days = nil

    -- Keep asking until we get a valid number
    while true do
      days_input = vim.fn.input("How many days ago was the last standup? (Enter a number): ")
      days = tonumber(days_input)

      if days and days > 0 then
        break
      end

      vim.notify("Please enter a valid positive number", vim.log.levels.WARN)
    end

    -- Calculate the cutoff date (N days ago)
    local cutoff_time = os.time() - (days * 86400)
    local cutoff_date = os.date("%Y-%m-%d", cutoff_time)

    -- Get recently modified files
    local all_files = get_recently_modified_files(days)
    local files_list = {}
    local journal_files = {}
    local page_files = {}

    -- Function to extract date from journal filename (assuming format like YYYY_MM_DD.md)
    local function extract_date_from_filename(filename)
      local year, month, day = filename:match("(%d%d%d%d)_(%d%d)_(%d%d)")
      if year and month and day then
        return year .. "-" .. month .. "-" .. day
      end
      return nil
    end

    -- Filter for journals and pages folders, but include all modified files
    for _, file in ipairs(all_files) do
      if file:match("/journals/") then
        table.insert(journal_files, file)
        table.insert(files_list, file)
      elseif file:match("/pages/") then
        table.insert(page_files, file)
        table.insert(files_list, file)
      end
    end

    -- Create a message first to ensure the chat is initialized
    local message = "# Standup Update Request\n\n"
      .. "Current date and time: "
      .. vim.fn.strftime("%c")
      .. "\n"
      .. "Last standup: "
      .. days
      .. " days ago (on "
      .. cutoff_date
      .. ")\n\n"
      .. "**CRITICAL INSTRUCTION:** Only include information from after "
      .. cutoff_date
      .. " in your standup update.\n"
      .. "**DO NOT** include any work or tasks from before this date, even if the files were recently modified.\n\n"
      .. "I've provided "
      .. #files_list
      .. " Logseq files that were modified recently, but you must filter the content based on dates."

    -- Add references for changed files after a short delay
    vim.defer_fn(function()
      if #files_list > 0 then
        -- Create a summary of changed files
        local files_summary = "# Logseq files changed in the last "
          .. days
          .. " days (since "
          .. cutoff_date
          .. "):\n\n"
        files_summary = files_summary .. "## Journal Files:\n\n"

        for _, file in ipairs(journal_files) do
          local filename = file:match("([^/]+)$")
          local file_date = extract_date_from_filename(filename) or "Unknown date"

          -- Note whether the journal file is from before or after the cutoff
          local date_note = ""
          if file_date then
            if file_date >= cutoff_date then
              date_note = " (after standup)"
            else
              date_note = " (before standup - check for relevant date references inside)"
            end
          end

          files_summary = files_summary .. "- " .. filename .. " (" .. file_date .. ")" .. date_note .. "\n"

          -- Try to get file content and add as reference
          local f = io.open(file, "r")
          if f then
            local content = f:read("*all")
            f:close()

            if content and content ~= "" then
              chat:add_reference({
                role = "user",
                content = "# Journal: " .. file_date .. "\n\n" .. content,
              }, "journal", filename)
            end
          end
        end

        files_summary = files_summary .. "\n## Page Files:\n\n"
        for _, file in ipairs(page_files) do
          local filename = file:match("([^/]+)$")
          files_summary = files_summary
            .. "- "
            .. filename
            .. " (check for relevant date references inside)\n"

          -- Try to get file content and add as reference
          local f = io.open(file, "r")
          if f then
            local content = f:read("*all")
            f:close()

            if content and content ~= "" then
              chat:add_reference({
                role = "user",
                content = "# Page: " .. filename .. "\n\n" .. content,
              }, "page", filename)
            end
          end
        end

        chat:add_reference({
          role = "user",
          content = files_summary,
        }, "summary", "changed_files_summary")

        -- Add explicit filtering instructions
        chat:add_reference({
          role = "user",
          content = "# IMPORTANT FILTERING INSTRUCTIONS\n\n"
            .. "Today's date: "
            .. os.date("%Y-%m-%d")
            .. "\n"
            .. "Last standup date: "
            .. cutoff_date
            .. "\n\n"
            .. "1. ONLY include work done AFTER "
            .. cutoff_date
            .. "\n"
            .. "2. ONLY include tasks planned for today ("
            .. os.date("%Y-%m-%d")
            .. ") or future dates\n"
            .. "3. For files dated before "
            .. cutoff_date
            .. ", scan for content that explicitly references dates after "
            .. cutoff_date
            .. "\n"
            .. "4. If you're unsure about when something was done, DO NOT include it\n\n"
            .. "It is better to provide an incomplete standup than to include outdated information.",
        }, "instructions", "filtering_requirements")

        -- Notify user that references were added
        vim.notify("Added " .. #files_list .. " Logseq file references to the chat", vim.log.levels.INFO)
      else
        vim.notify("No recently modified Logseq files found", vim.log.levels.INFO)
      end
    end, 500) -- 500ms delay to ensure chat is initialized

    return message
  end,
},

The second part of my chat prompt (/changed_files) is a hack because I can't figure out how to add chat references from either chat or workflow prompts. I backspace and then autocomplete the slash command, which gives me the references I'm looking for. Is there a way to automate this? I'd like to be asked how many days since the last standup, but other than that I'd like it to be an automatic workflow.

By the way, I asked Claude to generate the slash command for me. I'm very new to Code Companion, so if you have any recommendations about better ways to do any of this, I'd love to hear them!