Add birthday and holiday special-day greetings

OpenJibo/docs/feature-backlog.md

@@ -723,6 +723,8 @@ Current release theme:
   - durable greeting-presence records now persist last-seen and last-greeted per person/loop
   - proactive greeting gating now consults cloud greeting history when available
   - reactive and proactive greeting turns write back greeting-history records for later cooldown checks
+  - birthday-aware proactive greetings now use stored birthday memory on matching dates
+  - holiday-aware proactive greetings now use loop holiday records on matching dates
 - Exit criteria:
   - presence-aware greetings are routed deterministically with tests
   - proactive greetings are frequency-bounded and do not trigger from surprise source when blocked by policy

OpenJibo/docs/greetings-presence-plan.md

@@ -64,7 +64,9 @@ Current implementation progress:
 - runtime presence parsing now extracts speaker, people-present ids, and loop user first names
 - reactive and proactive greeting turns now write durable greeting-presence history into cloud state
 - proactive greeting gating now consults stored greeting history first, then falls back to the current turn metadata
-- the remaining work is to broaden the presence policy surface so it can grow from reactive/proactive greeting split into richer day-part, birthday, and holiday behavior without reworking the storage seam again
+- birthday-aware proactive greetings now use the loop/person birthday memory when the current date matches
+- holiday-aware proactive greetings now use the loop holiday calendar when the current date matches
+- the remaining work is to broaden the presence policy surface so it can grow from reactive/proactive greeting split into richer day-part and return-visit behavior without reworking the storage seam again
 
 ## Implementation Slices
 

OpenJibo/docs/release-1.0.19-plan.md

@@ -362,7 +362,7 @@ First completed slice in this personal-report parity track:
 1. MIM import foundation for personality expansion
 2. Dialog parsing expansion
 3. Presence-aware greetings and identity-triggered proactivity
-   - in progress: durable greeting-presence history and per-person cooldown gating are now in place
+   - in progress: durable greeting-presence history, per-person cooldown gating, and birthday/holiday-aware special-day greetings are now in place
 4. Personal report parity slices
 5. Holidays and seasonal personality slice beyond pizza day
 6. Durable memory persistence path

OpenJibo/src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/JiboInteractionService.PersonalityDecisions.cs

@@ -59,14 +59,21 @@ public sealed partial class JiboInteractionService
     {
         var displayName = ResolvePreferredGreetingName(turn, presence);
         var greetingPrefix = ResolveTimeOfDayGreetingPrefix(referenceLocalTime);
-        var replyText = string.IsNullOrWhiteSpace(displayName)
+        var specialGreeting = ResolveSpecialGreetingPrefix(turn, presence, referenceLocalTime);
+        var route = specialGreeting?.Route ?? "ProactiveGreeting";
+        var intentName = specialGreeting?.IntentName ?? "proactive_greeting";
+        var replyText = specialGreeting is null
+            ? string.IsNullOrWhiteSpace(displayName)
                 ? $"{greetingPrefix}. I am glad to see you."
-            : $"{greetingPrefix}, {displayName}. Welcome back.";
+                : $"{greetingPrefix}, {displayName}. Welcome back."
-        RecordGreetingPresence(turn, presence, "ProactiveGreeting", "proactive_greeting", displayName, proactive: true);
+            : string.IsNullOrWhiteSpace(displayName)
+                ? $"{specialGreeting.Prefix}. I am glad to see you."
+                : $"{specialGreeting.Prefix}, {displayName}. It is nice to celebrate with you.";
+        RecordGreetingPresence(turn, presence, route, intentName, displayName, proactive: true);
         return new JiboInteractionDecision(
-            "proactive_greeting",
+            intentName,
             replyText,
-            ContextUpdates: BuildGreetingContextUpdates("ProactiveGreeting", presence.PrimaryPersonId, true));
+            ContextUpdates: BuildGreetingContextUpdates(route, presence.PrimaryPersonId, true));
     }
 
     private static string BuildReactiveGreetingReply(
@@ -208,6 +215,8 @@ public sealed partial class JiboInteractionService
         });
     }
 
+    private sealed record SpecialGreetingPrefix(string Route, string IntentName, string Prefix);
+
     private static string ResolveTimeOfDayGreetingPrefix(DateTimeOffset? referenceLocalTime)
     {
         var hour = (referenceLocalTime ?? DateTimeOffset.UtcNow).Hour;
@@ -219,6 +228,58 @@ public sealed partial class JiboInteractionService
         };
     }
 
+    private SpecialGreetingPrefix? ResolveSpecialGreetingPrefix(
+        TurnContext turn,
+        GreetingPresenceProfile presence,
+        DateTimeOffset? referenceLocalTime)
+    {
+        var today = DateOnly.FromDateTime((referenceLocalTime ?? DateTimeOffset.UtcNow).Date);
+        var birthday = ResolveBirthdayGreeting(turn, presence, today);
+        if (birthday is not null) return birthday;
+
+        return ResolveHolidayGreeting(turn, today);
+    }
+
+    private SpecialGreetingPrefix? ResolveBirthdayGreeting(
+        TurnContext turn,
+        GreetingPresenceProfile presence,
+        DateOnly today)
+    {
+        var identityScope = !string.IsNullOrWhiteSpace(presence.PrimaryPersonId)
+            ? ResolveTenantScope(turn, presence.PrimaryPersonId)
+            : ResolveTenantScope(turn);
+
+        var birthdayText = personalMemoryStore.GetBirthday(identityScope) ??
+                           personalMemoryStore.GetBirthday(ResolveTenantScope(turn));
+        if (string.IsNullOrWhiteSpace(birthdayText)) return null;
+
+        var birthdayDate = TryParseBirthdayDate(birthdayText);
+        if (birthdayDate is null) return null;
+
+        return birthdayDate.Value.Month == today.Month && birthdayDate.Value.Day == today.Day
+            ? new SpecialGreetingPrefix("ProactiveBirthdayGreeting", "proactive_birthday_greeting",
+                "Happy birthday")
+            : null;
+    }
+
+    private SpecialGreetingPrefix? ResolveHolidayGreeting(TurnContext turn, DateOnly today)
+    {
+        if (cloudStateStore is null) return null;
+
+        var loopId = ReadTenantAttribute(turn, "loopId") ?? "openjibo-default-loop";
+        var holiday = cloudStateStore.GetHolidays(loopId)
+            .FirstOrDefault(item =>
+                item.IsEnabled &&
+                item.Category != "birthday" &&
+                item.Date.Month == today.Month &&
+                item.Date.Day == today.Day);
+
+        return holiday is null
+            ? null
+            : new SpecialGreetingPrefix("ProactiveHolidayGreeting", "proactive_holiday_greeting",
+                "Happy holidays");
+    }
+
     private JiboInteractionDecision BuildPizzaDecision()
     {
         return BuildPizzaAnimationDecision("pizza", "One pizza, coming right up.");

OpenJibo/tests/Jibo.Cloud.Tests/WebSockets/JiboInteractionServiceTests.cs

@@ -348,6 +348,75 @@ public sealed class JiboInteractionServiceTests
                         greeting.LastGreetingIntent == "proactive_greeting");
     }
 
+    [Fact]
+    public async Task BuildDecisionAsync_TriggerOnBirthday_BuildsBirthdayGreeting()
+    {
+        var memoryStore = new InMemoryPersonalMemoryStore();
+        memoryStore.SetName(new PersonalMemoryTenantScope("acct-bday", "loop-bday", "device-bday", "person-7"),
+            "jake");
+        memoryStore.SetBirthday(new PersonalMemoryTenantScope("acct-bday", "loop-bday", "device-bday", "person-7"),
+            "March 14");
+        var cloudStateStore = new InMemoryCloudStateStore();
+        var service = CreateService(memoryStore, cloudStateStore);
+
+        var decision = await service.BuildDecisionAsync(new TurnContext
+        {
+            RawTranscript = string.Empty,
+            NormalizedTranscript = string.Empty,
+            Attributes = new Dictionary<string, object?>
+            {
+                ["accountId"] = "acct-bday",
+                ["loopId"] = "loop-bday",
+                ["messageType"] = "TRIGGER",
+                ["triggerSource"] = "PRESENCE",
+                ["context"] =
+                    """{"runtime":{"location":{"iso":"2026-03-14T09:00:00-05:00"},"perception":{"speaker":"person-7","peoplePresent":[{"id":"person-7"}]},"loop":{"users":[{"id":"person-7","firstName":"jake"}]}}}"""
+            },
+            DeviceId = "device-bday"
+        });
+
+        Assert.Equal("proactive_birthday_greeting", decision.IntentName);
+        Assert.Contains("Happy birthday", decision.ReplyText, StringComparison.OrdinalIgnoreCase);
+        Assert.Contains("Jake", decision.ReplyText, StringComparison.OrdinalIgnoreCase);
+        Assert.Equal("ProactiveBirthdayGreeting", decision.ContextUpdates![GreetingRouteKey]);
+    }
+
+    [Fact]
+    public async Task BuildDecisionAsync_TriggerOnHoliday_BuildsHolidayGreeting()
+    {
+        var cloudStateStore = new InMemoryCloudStateStore();
+        cloudStateStore.UpsertHoliday(new HolidayRecord
+        {
+            LoopId = "loop-holiday",
+            Name = "Christmas",
+            Category = "holiday",
+            Date = new DateOnly(2026, 12, 25),
+            IsEnabled = true,
+            Source = "manual",
+            CountryCode = "US"
+        });
+        var service = CreateService(cloudStateStore: cloudStateStore);
+
+        var decision = await service.BuildDecisionAsync(new TurnContext
+        {
+            RawTranscript = string.Empty,
+            NormalizedTranscript = string.Empty,
+            Attributes = new Dictionary<string, object?>
+            {
+                ["accountId"] = "acct-holiday",
+                ["loopId"] = "loop-holiday",
+                ["messageType"] = "TRIGGER",
+                ["triggerSource"] = "PRESENCE",
+                ["context"] =
+                    """{"runtime":{"location":{"iso":"2026-12-25T09:00:00-05:00"},"perception":{"speaker":"person-8","peoplePresent":[{"id":"person-8"}]},"loop":{"users":[{"id":"person-8","firstName":"jake"}]}}}"""
+            }
+        });
+
+        Assert.Equal("proactive_holiday_greeting", decision.IntentName);
+        Assert.Contains("Happy holidays", decision.ReplyText, StringComparison.OrdinalIgnoreCase);
+        Assert.Equal("ProactiveHolidayGreeting", decision.ContextUpdates![GreetingRouteKey]);
+    }
+
     [Fact]
     public async Task BuildDecisionAsync_TriggerWithKnownIdentity_SuppressesRepeatGreetingFromCloudHistory()
     {