Recaps & Reports

Recaps are lazily-built activity summaries that help you track what Trinity has accomplished. Reports export this data as formatted PDFs.

Accessing Recaps

Click Recaps in the sidebar's Hub section. The page has its own project picker at the top — pick which project's recaps you want to see. The picker defaults to your active project, but switching it here does not change the app-wide active project (other pages still see your original choice).

Recap Types

Trinity generates recaps at seven granularities:

Daily

What happened today — stories completed, gates resolved, issues encountered, knowledge added. These are the building blocks every higher-level recap aggregates.

Daily recaps are updated by Trinity's post-merge hook — fire-and-forget after each story merges. The hook also handles roadmap progress updates, audit checklist re-checks, and vault learnings in the same pass.

Weekly

Aggregated from daily recaps. Shows the week's progress, patterns, and notable events.

Monthly

Aggregated from weekly recaps. Broader trends and milestone progress.

Quarterly

Aggregated from monthly recaps. Strategic-level progress and trajectory.

Yearly

Aggregated from quarterly recaps. Full-year overview.

Complete

The entire project history in one summary, built from all available recaps.

Release

Per-release summaries — what was planned, what was built, what's left across every PRD in the release. The picker lists every release for the selected project by name; pick one to see its merged stories, failed stories, checkpoints, and AI usage rolled up across all of its PRDs.

How Recaps Build

Recaps follow a hierarchical build model:

daily → weekly → monthly → quarterly → yearly → complete

Each level aggregates its children in parallel and caches the result. Once built, a recap is stored in the sync DB and doesn't rebuild unless you trigger it.

Lazy Building

Recaps are built on demand — the first time you navigate to a period that hasn't been summarized yet, Trinity generates the recap. Subsequent visits read the cached copy instantly.

Triggering Rebuilds

To force a rebuild (e.g., after manual story changes or if you suspect the cached recap is stale):

  • Click the Rebuild button on the recap view
  • Trinity regenerates the recap from its source data and invalidates downstream aggregates (rebuilding a daily recap also invalidates the surrounding weekly / monthly / etc.)

Reading Recaps

Each recap includes:

  • Summary — narrative overview of the period
  • Stories — what was completed, failed, or is in progress
  • Gates — decisions made at execution gates
  • Knowledge — what was added to the vault
  • Issues — problems encountered and how they were handled

Searching Recaps

Use the search feature to find specific information across all recaps:

  1. Navigate to Recaps
  2. Click the search icon
  3. Type your query (e.g., "authentication issues" or "what was the login bug")

Search is agentic — a micro-tier AI triages your query, reads the relevant recaps directly, and synthesizes an answer with citations back to the source recaps.

Smart Picker

The recap picker helps you find available recaps:

  • Shows which periods have recaps available
  • Filters by type (daily, weekly, monthly, etc.)
  • Navigate forward/backward through time periods

Reports

Reports export recap data as formatted PDF documents.

Accessing Reports

  1. Navigate to Recaps
  2. Click the Export Report button
  3. Choose your options
  4. Click Download

Report Types

Executive Report

High-level progress for managers and stakeholders:

  • Project status overview
  • Milestone progress
  • Key decisions and changes
  • Risk summary

Technical Report

Developer-focused with implementation details:

  • Story completion tables
  • Git activity summary
  • AI usage statistics
  • Pipeline performance metrics

Report Periods

You can generate reports for any recap period:

  • Daily, weekly, monthly, quarterly, yearly
  • The report pulls data from the corresponding recap

PDF Format

Reports are generated as A4 PDFs with:

  • Professional formatting
  • Charts and tables
  • Proper headers and footers
  • Print-ready layout

PDF rendering uses any Chromium-based browser you already have installed (Chrome, Edge, Brave, Chromium) — no setup needed for most users. If none is found, the Reports dialog shows an inline install panel that runs brew install --cask google-chrome on macOS or the right chromium package for your Linux distro. Click through the panel to stay in Trinity; once it succeeds, the Download button unlocks automatically.

Tips

  • Check daily recaps — they're the most actionable, showing exactly what happened each day
  • Use weekly for standup prep — weekly recaps are great for summarizing progress to your team
  • Export executive reports for stakeholders — they're designed for non-technical audiences
  • Search before rebuilding — the search feature can often find what you need without regenerating recaps