Haruno Knowledge base

Project sources

Link files, folders, Google Drive items, web pages and Portfolio companies to a project so its chats can use them. Your originals stay where they are.

  • Mac appAvailablesince 1.3.61
  • Windows appAvailable

A source is something you link to a project so that the project's chats can use it. Haruno reads it where it is. The original stays in place.

Sources live on the project's Sources tab.

Add a source

  1. Open the project

    Open the project from Projects in the sidebar.

  2. Click Add source

    Click the plus button in the window's toolbar. It is off in an archived project.

  3. Pick the kind

    The menu offers Files or folders…, Google Drive…, Web page… and Portfolio company….

When the project has no source yet, the Sources tab says Bring your material together and offers Add files or folders….

After you add a source, Haruno opens the Sources tab and highlights the new row.

KindWhat happens
Files or folders…A panel opens with the message "Choose files or folders for this project. Linked files stay in place." Pick one or several. The Access menu at the bottom chooses Read-only (the default) or Allow edits. Click Link source.
Google Drive…A window called Add from Google Drive opens. Choose the account, open folders, then click Link source beside a file or folder, or Link this folder. Drive sources are always read-only.
Web page…A small window asks for the Web page URL. It saves a read-only reference to the page. The address must start with http or https. The source is named after its site.
Portfolio company…A small window asks you to pick a Company. Chats in the project can then read that company's books. They cannot change them, and the company stays in the Portfolio as it was.
Google Drive needs a connected account

Google Drive… lists the Google Drive accounts you connected in Connectors. If none shows, click Manage connections…. You can only link folders you shared with Haruno. See Cloud files.

If your Portfolio has no companies, the company window says "Your portfolio has no companies yet. Add one in Portfolio, then link it here."

Haruno also adds sources by itself:

  • A document Haruno writes in a project chat is saved in the project and listed as Created here.
  • A file or web page a chat used appears as Used in work.
The Sources tab with four made-up sources. Each row says whether Haruno may only read it or may also change it.
The Sources tab listing two local files, a Google Drive file that shows Disconnected with a Reconnect button, and a web pageThe Sources tab listing two local files, a Google Drive file that shows Disconnected with a Reconnect button, and a web page

What a source row shows

Each row shows:

  • the name, and where it lives (the folder, the web address, Google Drive, Saved in this project or Portfolio);
  • the Access: Read-only, Allow edits or Metadata only;
  • the origin: Added, Used in work or Created here;
  • a warning in orange when the source is not reachable: Missing, Offline, Permission required or Disconnected. A company that left your Portfolio says No longer in your portfolio.

Metadata only means Haruno can see the source's details but cannot read what is inside. Use Reconnect to restore access.

The button on the row depends on the state of the source:

ButtonWhen
OpenThe source is reachable
ReconnectThe account was disconnected, or only details are available
RelinkThe file or folder moved, or permission was lost. A panel asks you to pick it again
RetryThe source was offline
Refresh statusA company link or a document needs its state checked again

Open shows a document in the app's preview panel when it can. Other files open in their own app, folders open in Finder, and web pages and Drive items open in your browser.

The ⋯ button on a row has these items:

  • Source details
  • Refresh status
  • Relink or reconnect…
  • Read as company accounts… (see below)
  • Unlink source…
  • Forget from project…
ItemWhat it does
Unlink source…Removes live access. Past activity and what the project already knows remain.
Forget from project…Removes the source and what the project learned from it from the project's future context. Chat messages and your linked files remain.

Both ask first.

Find a source

On the Sources tab, Search project sources (⌘F) searches by name and location. The filter button in the toolbar has All sources, Added, Used in work and Created here. Load more sources appears when the list is long.

Click a row to open its details: Location, Access with a sentence about it, Origin and Last used. A document Haruno wrote also lists its Saved versions, each with Open version. Back to sources returns to the list.

What a chat can do with a source

SourceIn a chat
Linked folderRead. Haruno can also change files in it when you chose Allow edits and the chat's permissions allow it
Linked fileRead only, a copy of the file. This holds even if you chose Allow edits. To allow edits, link the folder that holds the file
Google Drive file or folderRead only
Web pageA saved link to the page
Portfolio companyThe company's books, read only

Haruno works in an isolated space, so a chat sees only what you linked.

When a chat cannot open a source

Before a chat starts, Haruno checks what is linked. If something cannot be opened, the chat says why. The reasons are:

  • The file or folder is no longer where it was linked from. Link it again or unlink it.
  • It is an alias, or sits inside one. Link the original.
  • It overlaps Haruno's own data. Unlink it.
  • It sits in a system location. Move it into your home folder, or unlink it.
  • It is on another disk and too large to copy. Move it onto this Mac, or unlink it.
  • It is a program or a shortcut. Unlink it.
  • The project links more than 16 folders and Portfolio companies in all. Keep it to 16, or link one folder that holds the others.
  • Two links to the same folder have different access, or one folder sits inside another with different access. Give both the same access.
  • It changed while the chat was starting. Send your message again.

Read as company accounts

On a folder of annual reports, the ⋯ menu offers Read as company accounts…. On a PDF, the row has it as a button too. Haruno then reads the statements into a company page in the project. When it is unsure, the row says Needs a look and has an Answer… button that opens the company's page on its questions. That is explained in Annual reports in a project.

Who has it

Everyone who has Projects, in the normal view and the advanced view.

What to tell a customer

You link things to a project instead of copying them. Haruno reads them where they are, and it does not change them unless you allow edits on a folder. A project can hold files, folders, Drive items, web pages and the books of Portfolio companies.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,144 @@
+---
+title: Project sources
+summary: Link files, folders, Google Drive items, web pages and Portfolio companies to a project so its chats can use them. Your originals stay where they are.
+feature: project-sources
+covers:
+  - apple/Sources/ProjectsFeature/ProjectSourceRow.swift
+  - apple/Sources/ProjectsFeature/ProjectSourceInspector.swift
+  - apple/Sources/ProjectsFeature/ProjectSourceChooserScreen.swift
+  - apple/Sources/ProjectsFeature/ProjectSourceChooserModel.swift
+  - apple/Sources/ProjectsFeature/ProjectDetailSections.swift
+  - apple/Sources/ProjectsDomain/ProjectSourceCatalog.swift
+  - apple/Sources/ProjectsDomain/ProjectSourceResolver.swift
+  - apple/Sources/ShellProjects/ProjectNotebookSourceChooser.swift
+  - apple/Sources/ShellProjects/ProjectNotebookActions.swift
+  - apple/Sources/VMHost/ProjectShareMountPlan.swift
+  - apple/docs/file-ingestion.md
+---
+
+A source is something you link to a project so that the project's chats can use it. Haruno reads it where it is. The original stays in place.
+
+Sources live on the project's **Sources** tab.
+
+## Add a source
+
+<Steps>
+<Step title="Open the project">
+Open the project from **Projects** in the sidebar.
+</Step>
+<Step title="Click Add source">
+Click the plus button in the window's toolbar. It is off in an archived project.
+</Step>
+<Step title="Pick the kind">
+The menu offers **Files or folders…**, **Google Drive…**, **Web page…** and **Portfolio company…**.
+</Step>
+</Steps>
+
+When the project has no source yet, the Sources tab says **Bring your material together** and offers **Add files or folders…**.
+
+After you add a source, Haruno opens the Sources tab and highlights the new row.
+
+| Kind | What happens |
+|---|---|
+| **Files or folders…** | A panel opens with the message "Choose files or folders for this project. Linked files stay in place." Pick one or several. The **Access** menu at the bottom chooses **Read-only** (the default) or **Allow edits**. Click **Link source**. |
+| **Google Drive…** | A window called **Add from Google Drive** opens. Choose the account, open folders, then click **Link source** beside a file or folder, or **Link this folder**. Drive sources are always read-only. |
+| **Web page…** | A small window asks for the **Web page URL**. It saves a read-only reference to the page. The address must start with http or https. The source is named after its site. |
+| **Portfolio company…** | A small window asks you to pick a **Company**. Chats in the project can then read that company's books. They cannot change them, and the company stays in the Portfolio as it was. |
+
+<Callout variant="info" title="Google Drive needs a connected account">
+**Google Drive…** lists the Google Drive accounts you connected in Connectors. If none shows, click **Manage connections…**. You can only link folders you shared with Haruno. See [Cloud files](/macos/chat/cloud-files/).
+</Callout>
+
+If your Portfolio has no companies, the company window says "Your portfolio has no companies yet. Add one in Portfolio, then link it here."
+
+Haruno also adds sources by itself:
+
+- A document Haruno writes in a project chat is saved in the project and listed as **Created here**.
+- A file or web page a chat used appears as **Used in work**.
+
+<Shot src="/m/84c528b02260-mac-project-sources-light.png" dark="/m/677cde76f87c-mac-project-sources-dark.png" alt="The Sources tab listing two local files, a Google Drive file that shows Disconnected with a Reconnect button, and a web page" caption="The Sources tab with four made-up sources. Each row says whether Haruno may only read it or may also change it." />
+
+## What a source row shows
+
+Each row shows:
+
+- the name, and where it lives (the folder, the web address, **Google Drive**, **Saved in this project** or **Portfolio**);
+- the **Access**: **Read-only**, **Allow edits** or **Metadata only**;
+- the origin: **Added**, **Used in work** or **Created here**;
+- a warning in orange when the source is not reachable: **Missing**, **Offline**, **Permission required** or **Disconnected**. A company that left your Portfolio says **No longer in your portfolio**.
+
+**Metadata only** means Haruno can see the source's details but cannot read what is inside. Use **Reconnect** to restore access.
+
+The button on the row depends on the state of the source:
+
+| Button | When |
+|---|---|
+| **Open** | The source is reachable |
+| **Reconnect** | The account was disconnected, or only details are available |
+| **Relink** | The file or folder moved, or permission was lost. A panel asks you to pick it again |
+| **Retry** | The source was offline |
+| **Refresh status** | A company link or a document needs its state checked again |
+
+**Open** shows a document in the app's [preview panel](/macos/chat/preview-panel/) when it can. Other files open in their own app, folders open in Finder, and web pages and Drive items open in your browser.
+
+The **⋯** button on a row has these items:
+
+- **Source details**
+- **Refresh status**
+- **Relink or reconnect…**
+- **Read as company accounts…** (see below)
+- **Unlink source…**
+- **Forget from project…**
+
+### Unlink or forget
+
+| Item | What it does |
+|---|---|
+| **Unlink source…** | Removes live access. Past activity and what the project already knows remain. |
+| **Forget from project…** | Removes the source and what the project learned from it from the project's future context. Chat messages and your linked files remain. |
+
+Both ask first.
+
+## Find a source
+
+On the Sources tab, **Search project sources** (**⌘F**) searches by name and location. The filter button in the toolbar has **All sources**, **Added**, **Used in work** and **Created here**. **Load more sources** appears when the list is long.
+
+Click a row to open its details: **Location**, **Access** with a sentence about it, **Origin** and **Last used**. A document Haruno wrote also lists its **Saved versions**, each with **Open version**. **Back to sources** returns to the list.
+
+## What a chat can do with a source
+
+| Source | In a chat |
+|---|---|
+| Linked folder | Read. Haruno can also change files in it when you chose **Allow edits** and the chat's permissions allow it |
+| Linked file | Read only, a copy of the file. This holds even if you chose **Allow edits**. To allow edits, link the folder that holds the file |
+| Google Drive file or folder | Read only |
+| Web page | A saved link to the page |
+| Portfolio company | The company's books, read only |
+
+Haruno works in an isolated space, so a chat sees only what you linked.
+
+<Callout variant="warning" title="When a chat cannot open a source">
+Before a chat starts, Haruno checks what is linked. If something cannot be opened, the chat says why. The reasons are:
+
+- The file or folder is no longer where it was linked from. Link it again or unlink it.
+- It is an alias, or sits inside one. Link the original.
+- It overlaps Haruno's own data. Unlink it.
+- It sits in a system location. Move it into your home folder, or unlink it.
+- It is on another disk and too large to copy. Move it onto this Mac, or unlink it.
+- It is a program or a shortcut. Unlink it.
+- The project links more than 16 folders and Portfolio companies in all. Keep it to 16, or link one folder that holds the others.
+- Two links to the same folder have different access, or one folder sits inside another with different access. Give both the same access.
+- It changed while the chat was starting. Send your message again.
+</Callout>
+
+## Read as company accounts
+
+On a folder of annual reports, the **⋯** menu offers **Read as company accounts…**. On a PDF, the row has it as a button too. Haruno then reads the statements into a company page in the project. When it is unsure, the row says **Needs a look** and has an **Answer…** button that opens the company's page on its questions. That is explained in [Annual reports in a project](/macos/books/published-statements/).
+
+## Who has it
+
+Everyone who has Projects, in the normal view and the advanced view.
+
+## What to tell a customer
+
+You link things to a project instead of copying them. Haruno reads them where they are, and it does not change them unless you allow edits on a folder. A project can hold files, folders, Drive items, web pages and the books of Portfolio companies.