docs(01-02): complete conversation context management plan
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Tasks completed: 2/2 - Created conversation data structures with Pydantic validation - Implemented intelligent context manager with hybrid compression SUMMARY: .planning/phases/01-model-interface/01-02-SUMMARY.md STATE: Updated to reflect Plan 2 completion ROADMAP: Updated Plan 2 as complete
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---
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phase: 01-model-interface
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plan: 02
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subsystem: database, memory
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tags: [sqlite, pydantic, context-management, compression, conversation-history]
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# Dependency graph
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requires:
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- phase: 01-model-interface
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plan: 01
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provides: "LM Studio connectivity and resource monitoring foundation"
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provides:
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- Conversation data structures with validation and serialization
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- Intelligent context management with hybrid compression strategy
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- Token budgeting and window management for different model sizes
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- Message importance scoring and selective retention
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- Conversation persistence and session management
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affects: [01-model-interface-03, 02-memory]
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# Tech tracking
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tech-stack:
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added: [pydantic for data validation, sqlite for storage (planned), token estimation heuristics]
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patterns: [hybrid compression strategy, importance-based message retention, adaptive context windows]
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key-files:
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created: [src/models/conversation.py, src/models/context_manager.py]
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modified: []
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key-decisions:
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- "Used Pydantic models for type safety and validation instead of dataclasses"
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- "Implemented hybrid compression: summarize very old, keep some middle, preserve all recent"
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- "Fixed 70% compression threshold from CONTEXT.md for consistent behavior"
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- "Added message importance scoring based on role, content, and recency"
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- "Implemented adaptive context sizing for different model capabilities"
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patterns-established:
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- "Pattern 1: Message importance scoring for compression decisions"
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- "Pattern 2: Hybrid compression preserving user instructions and system messages"
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- "Pattern 3: Token budget management with safety margins"
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- "Pattern 4: Context window adaptation to different model sizes"
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# Metrics
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duration: 5 min
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completed: 2026-01-27
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---
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# Phase 1 Plan 2: Conversation Context Management Summary
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**Implemented conversation history storage with intelligent compression and token budget management**
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## Performance
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- **Duration:** 5 min
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- **Started:** 2026-01-27T17:05:37Z
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- **Completed:** 2026-01-27T17:10:46Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- Created comprehensive conversation data models with Pydantic validation
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- Implemented intelligent context manager with hybrid compression at 70% threshold
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- Added message importance scoring based on role, content type, and recency
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- Built token estimation and budget management system
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- Established adaptive context windows for different model sizes
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Create conversation data structures** - `221717d` (feat)
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2. **Task 2: Implement context manager with compression** - `ef2eba2` (feat)
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**Plan metadata:** N/A (docs only)
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## Files Created/Modified
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- `src/models/conversation.py` - Data models for messages, conversations, and context windows with validation
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- `src/models/context_manager.py` - Context management with intelligent compression and token budgeting
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## Decisions Made
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- Used Pydantic models over dataclasses for automatic validation and serialization
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- Implemented rule-based compression strategy instead of LLM-based for v1 simplicity
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- Fixed compression threshold at 70% per CONTEXT.md requirements
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- Added message importance scoring for selective retention during compression
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- Created adaptive context windows to support different model sizes
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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Conversation management foundation is ready:
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- Message storage and retrieval working correctly
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- Context compression triggers at 70% threshold preserving important information
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- System supports adaptive context windows for different models
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- Ready for integration with model switching logic in next plan
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All verification tests passed:
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- ✓ Messages can be added and retrieved correctly
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- ✓ Context compression triggers at correct thresholds
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- ✓ Important messages are preserved during compression
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- ✓ Token estimation works reasonably well
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- ✓ Context adapts to different model window sizes
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---
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*Phase: 01-model-interface*
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*Completed: 2026-01-27*
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