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feat: add tags to meeting mock data for indexer search #8

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Merged
asithade merged 6 commits into from
Jan 6, 2026
Merged

feat: add tags to meeting mock data for indexer search #8

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0e0745d
feat: add tags to meeting mock data for indexer search
asithade Dec 2, 2025
d344a1f
fix: use future date for scheduled meeting and fix recurrence types
asithade Dec 2, 2025
bf9862d
feat: add now_utc helper and update umbrella board meeting
asithade Dec 9, 2025
0f9dced
Merge branch 'main' into feat/add-meeting-tags
asithade Jan 6, 2026
1a8f73c
Remove now_utc global from Jinja environment
asithade Jan 6, 2026
ce5661e
Remove first_name, last_name, and title tags from meeting entities
asithade Jan 6, 2026
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150 changes: 132 additions & 18 deletions playbooks/v1_meetings/umbrella_board_meeting/board_meeting.yaml
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Original file line number Diff line number Diff line change
Expand Up @@ -39,7 +39,7 @@ buf_board_meeting_create:
x-on-behalf-of: !jwt bearer=true,aud=lfx-v2-project-service,principal=clients@m2m_helper
data:
{% set meeting_id = fake.pyint(min_value=10000000000, max_value=99999999999) %}
{# Calculate initial meeting time based on `total_past_meetings`. #}
{# Calculate initial (historical) meeting time based on `total_past_meetings`. #}
{% set previous_meeting = fake.date_time_between(
start_date='-28d',
end_date='-14d',
Expand All @@ -65,13 +65,13 @@ buf_board_meeting_create:
# Renamed from `meeting_id` in v1.
id: "{{ meeting_id }}"
topic: Monthly Board Meeting
visibility: public
visibility: private
agenda: "Monthly meeting for the Big Umbrella Foundation board. {{ fake.sentence() }}"
# This is rewritten as an array to incorporate the "mappings" one-to-many table.
committees:
- uid: !ref "buf_committees.steps[?json.name == 'Governing Board']._response.uid | [0]"
filters: []
restricted: false
restricted: true
password: {{ fake.uuid4() }}
recurrence:
# 100 years from initial meeting.
Expand All @@ -85,7 +85,7 @@ buf_board_meeting_create:
# 6-digit numeric passcode.
host_key: "{{ fake.pyint(min_value=100000, max_value=999999) }}"
transcript_enabled: true
early_join_time: "10"
early_join_time: "60"
recording_enabled: true
duration: "{{ meeting_duration }}"
recording_access: public
Expand Down Expand Up @@ -114,7 +114,8 @@ buf_board_meeting_create:
meeting_type: Board
join_url: "https://zoom.example/j/{{ meeting_id }}?pwd={{ fake.pystr() }}"
transcript_access: public
start_time: "{{ meeting_start_time.isoformat() }}Z"
# Use the NEXT (future) meeting time for the scheduled meeting
start_time: "{{ next_meeting_start_time.isoformat().replace('+00:00', '') }}Z"
# Note, proj_id (sfid) in the source data will have been stripped by lfx-v1-sync-helper.
project_uid: !ref "buf_board_meeting_project_lookup.steps[0]._response"
# Note, this is later than `created_at`.
Expand All @@ -132,7 +133,21 @@ buf_board_meeting_create:
ai_summary_access: public
# 6-digit numeric passcode.
passcode: "{{ fake.pyint(min_value=100000, max_value=999999) }}"
meeting_id: "{{ meeting_id }}"
show_meeting_attendees: true
tags:
# Plain UID (for broad text search)
- "{{ meeting_id }}"
# Prefixed meeting_uid
- "meeting_uid:{{ meeting_id }}"
# Project UID
- !sub "project_uid:${buf_board_meeting_project_lookup.steps[0]._response}"
# Committee UID
- !sub "committee_uid:${buf_committees.steps[?json.name == 'Governing Board']._response.uid | [0]}"
# Title
- "title:Monthly Board Meeting"
# Meeting type
- "meeting_type:Board"

buf_board_meeting_access_update:
type: nats-publish
Expand All @@ -159,14 +174,16 @@ buf_board_meeting_committee_participants_create:
steps:
# Count matches the count in buf_board_members.
{% for i in range(board_member_count) %}
{% set registrant_id = fake.uuid4() %}
{% set registrant_username = fake.user_name() if member_has_username[i] else "" %}
- json:
action: created
headers:
authorization: !jwt bearer=true,aud=lfx-v2-project-service,principal={{ fake.user_name() }},email={{ fake.email() }}
x-on-behalf-of: !jwt bearer=true,aud=lfx-v2-project-service,principal=clients@m2m_helper
data:
# Renamed from `registrant_id` in v1.
id: "{{ fake.uuid4() }}"
id: "{{ registrant_id }}"
meeting_id: "{{ meeting_id }}"
committee: !ref "buf_committees.steps[?json.name == 'Governing Board']._response.uid | [0]"
org: !ref "buf_board_members.steps[{{ i }}].json.organization.name"
Expand All @@ -193,19 +210,31 @@ buf_board_meeting_committee_participants_create:
modified_at: "{{ fake.date_time_between(start_date='-60d', end_date='-30d').isoformat() }}Z"
# 50% chance to be empty, else use the local part of their email as a
# mock LFID username. `user_id` (sfid) is stripped by lfx-v1-sync-helper.
{% if member_has_username[i] %}
# TODO to parse from email local part.
username: {{ fake.user_name() }}
{% else %}
username: ""
{% endif %}
username: "{{ registrant_username }}"
last_name: !ref "buf_board_members.steps[{{ i }}].json.last_name"
# faker emails SHOULD be all lowercase at present.
case_sensitive_email: !ref buf_board_members.steps[{{ i }}].json.email
first_name: !ref buf_board_members.steps[{{ i }}].json.first_name
last_invite_delivered_time: "{{ fake.date_time_between(start_date='-60d', end_date='now').isoformat() }}Z"
type: committee
{% endfor %}
tags:
# Plain UID
- "{{ registrant_id }}"
# Prefixed registrant_uid
- "registrant_uid:{{ registrant_id }}"
# Meeting UID
- "meeting_uid:{{ meeting_id }}"
# First name
- !sub "first_name:${buf_board_members.steps[{{ i }}].json.first_name}"
# Last name
- !sub "last_name:${buf_board_members.steps[{{ i }}].json.last_name}"
# Email
- !sub "email:${buf_board_members.steps[{{ i }}].json.email}"
{% if registrant_username %}
# Username (only if set)
- "username:{{ registrant_username }}"
{% endif %}
{% endfor %}

buf_board_meeting_committee_participants_access_update:
type: nats-publish
Expand Down Expand Up @@ -303,6 +332,21 @@ buf_board_past_meeting_{{ past_meeting_index }}_create:
ai_summary_access: public
# TODO ... what is this? (it didn't necesesarily match recurrence.type in my test data)
type: "3"
tags:
# Plain UID (past_meeting_uid)
- "{{ meeting_id }}-{{ occurrence_id }}"
# Prefixed past_meeting_uid
- "past_meeting_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Meeting UID
- "meeting_uid:{{ meeting_id }}"
# Project UID
- !sub "project_uid:${buf_board_meeting_project_lookup.steps[0]._response}"
# Occurrence ID
- "occurrence_id:{{ occurrence_id }}"
# Committee UID
- !sub "committee_uid:${buf_committees.steps[?json.name == 'Governing Board']._response.uid | [0]}"
# Title (topic)
- "title:Monthly Board Meeting"

buf_board_past_meeting_{{ past_meeting_index }}_access_update:
type: nats-publish
Expand Down Expand Up @@ -423,6 +467,19 @@ buf_board_past_meeting_{{ past_meeting_index }}_recording_create:
recording_count: "5"
meeting_id: "{{ meeting_id }}"
recording_access: public
tags:
# Plain UID (past_meeting_recording_uid)
- "{{ meeting_id }}-{{ occurrence_id }}"
# Prefixed past_meeting_recording_uid
- "past_meeting_recording_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Past meeting UID
- "past_meeting_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Platform
- "platform:Zoom"
# Platform meeting ID
- "platform_meeting_id:{{ meeting_id }}"
# Platform meeting instance ID (session UUID)
- "platform_meeting_instance_id:{{ session_uuid }}"

buf_board_past_meeting_{{ past_meeting_index }}_recording_access_update:
type: nats-publish
Expand Down Expand Up @@ -511,6 +568,19 @@ buf_board_past_meeting_{{ past_meeting_index }}_transcript_create:
meeting_id: "{{ meeting_id }}"
# `recording_access` is filtered from the transcript object.
# recording_access: public
tags:
# Plain UID (past_meeting_transcript_uid)
- "{{ meeting_id }}-{{ occurrence_id }}"
# Prefixed past_meeting_transcript_uid
- "past_meeting_transcript_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Past meeting UID
- "past_meeting_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Platform
- "platform:Zoom"
# Platform meeting ID
- "platform_meeting_id:{{ meeting_id }}"
# Platform meeting instance ID (session UUID)
- "platform_meeting_instance_id:{{ session_uuid }}"

buf_board_past_meeting_{{ past_meeting_index }}_transcript_access_update:
type: nats-publish
Expand All @@ -537,6 +607,7 @@ buf_board_past_meeting_{{ past_meeting_index }}_transcript_access_update:
start_date=occurrence_actual_end,
end_date=occurrence_actual_end + timedelta(minutes=10),
) %}
{% set summary_id = fake.uuid4() %}

buf_board_past_meeting_{{ past_meeting_index }}_summary_create:
type: nats-publish
Expand All @@ -561,15 +632,15 @@ buf_board_past_meeting_{{ past_meeting_index }}_summary_create:
requires_approval: true
zoom_meeting_uuid: {{ session_uuid }}
edited_next_steps: null
approved: false
approved: {{ fake.pybool() }}
summary_created_time: "{{ summary_create_time.isoformat() }}Z"
password: {{ fake.uuid4() }}
summary_last_modified_time: "{{ summary_create_time.isoformat() }}Z"
summary_start_time: "{{ occurrence_actual_start.isoformat() }}Z"
summary_title: Meeting Summary for Monthly Board Meeting
zoom_meeting_topic: Monthly Board Meeting
meeting_and_occurrence_id: "{{ meeting_id }}-{{ occurrence_id }}"
id: {{ fake.uuid4() }}
id: "{{ summary_id }}"
meeting_id: "{{ meeting_id }}"
edited_summary_details: null
email_sent: true
Expand All @@ -591,6 +662,19 @@ buf_board_past_meeting_{{ past_meeting_index }}_summary_create:
{% for i in range(fake.pyint(min_value=2, max_value=5)) -%}
{{ fake.sentence() -}}
{% endfor %}
tags:
# Plain UID (past_meeting_summary_uid)
- "{{ summary_id }}"
# Prefixed past_meeting_summary_uid
- "past_meeting_summary_uid:{{ summary_id }}"
# Past meeting UID
- "past_meeting_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Meeting UID
- "meeting_uid:{{ meeting_id }}"
# Platform
- "platform:Zoom"
# Title
- "title:Meeting Summary for Monthly Board Meeting"

buf_board_past_meetings_{{ past_meeting_index }}_summary_access_update:
type: nats-publish
Expand Down Expand Up @@ -626,6 +710,7 @@ buf_board_past_meeting_{{ past_meeting_index }}_participants_create:
{% for i in range(board_member_count) -%}
{# 50-50 chance of this participant also being an attender #}
{% set is_attended = fake.pybool() %}
{% set participant_id = fake.uuid4() %}
{% if is_attended %}
{% set attendee_join_time = fake.date_time_between(
start_date=occurrence_actual_start,
Expand Down Expand Up @@ -683,15 +768,33 @@ buf_board_past_meeting_{{ past_meeting_index }}_participants_create:
leave_reason: 'left the meeting. Reason : left the meeting'
join_time: "{{ attendee_join_time.isoformat() }}Z"
participant_uuid: "{{ fake.uuid4().upper() }}"
# TODO: is this actually random, or should it match something?
id: "{{ fake.uuid4() }}"
id: "{{ participant_id }}"
# This seems wrong in the observed source data (it's false even though
# committee_voting_status is set!). Keeping as-is for fidelity.
is_committee_member: false
is_verified: true
is_unknown: false
AverageAttendance: "0"
{% endif %}
tags:
# Plain UID (past_meeting_participant_uid)
- "{{ participant_id }}"
# Prefixed past_meeting_participant_uid
- "past_meeting_participant_uid:{{ participant_id }}"
# Past meeting UID
- "past_meeting_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Meeting UID
- "meeting_uid:{{ meeting_id }}"
# First name
- !sub "first_name:${buf_board_members.steps[{{ i }}].json.first_name}"
# Last name
- !sub "last_name:${buf_board_members.steps[{{ i }}].json.last_name}"
# Email
- !sub "email:${buf_board_members.steps[{{ i }}].json.email}"
{% if member_has_username[i] %}
# Username (only if set)
- !sub "username:${buf_board_meeting_committee_participants_create.steps[{{ i }}].json.data.username}"
{% endif %}
{% endfor %}

buf_board_past_meeting_{{ past_meeting_index }}_participants_access_update:
Expand All @@ -717,6 +820,7 @@ buf_board_past_meeting_{{ past_meeting_index }}_participant_guests_create:
subject: lfx.index.v1_past_meeting_participant
steps:
{% for i in range(fake.pyint(min_value=1, max_value=2)) -%}
{% set guest_participant_id = fake.uuid4() %}
{% set attendee_join_time = fake.date_time_between(
start_date=occurrence_actual_start,
end_date=occurrence_actual_start + timedelta(minutes=meeting_duration//2),
Expand Down Expand Up @@ -752,7 +856,7 @@ buf_board_past_meeting_{{ past_meeting_index }}_participant_guests_create:
join_time: "{{ attendee_join_time.isoformat() }}Z"
participant_uuid: "{{ fake.uuid4().upper() }}"
meeting_and_occurrence_id: "{{ meeting_id }}-{{ occurrence_id }}"
id: "{{ fake.uuid4() }}"
id: "{{ guest_participant_id }}"
meeting_id: "{{ meeting_id }}"
is_verified: false
job_title: ""
Expand All @@ -767,6 +871,16 @@ buf_board_past_meeting_{{ past_meeting_index }}_participant_guests_create:
# Note, lf_user_id (sfid) is stripped by lfx-v1-sync-helper.
lf_sso: ""
committee_id: ""
tags:
# Plain UID (past_meeting_participant_uid)
- "{{ guest_participant_id }}"
# Prefixed past_meeting_participant_uid
- "past_meeting_participant_uid:{{ guest_participant_id }}"
# Past meeting UID
- "past_meeting_uid:{{ meeting_id }}-{{ occurrence_id }}"
# Meeting UID
- "meeting_uid:{{ meeting_id }}"
# Guest participants don't have first_name, last_name, email, or username
{% endfor %}

{# Find the next past meeting time based on the same day-of-week and
Expand Down