docs(04-07): complete metadata integration plan

Tasks completed: 2/2
- Implemented get_conversation_metadata method in SQLiteManager
- Integrated metadata access in ContextAwareSearch

SUMMARY: .planning/phases/04-memory-context-management/04-07-SUMMARY.md
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Mai Development
2026-01-28 13:17:29 -05:00
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# Project State & Progress
**Last Updated:** 2026-01-27
**Current Status:** Phase 3 Plan 3 complete - proactive scaling with hybrid monitoring implemented
**Last Updated:** 2026-01-28
**Current Status:** Phase 4 Plan 7 complete - metadata integration and enhanced context-aware search implemented
---
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| Aspect | Value |
|--------|-------|
| **Milestone** | v1.0 Core (Phases 1-5) |
| **Current Phase | 04: Memory & Context Management |
| **Current Plan** | 3 of 4 in current phase |
| **Overall Progress** | 3/15 phases complete |
| **Current Phase** | 04: Memory & Context Management |
| **Current Plan** | 4 of 4 in current phase |
| **Overall Progress** | 4/15 phases complete |
| **Progress Bar** | ███████░░░░ 30% |
| **Model Profile** | Budget (haiku priority) |
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- **2026-01-27**: Phase 2 complete - sandbox execution environment with security assessment, audit logging, and resource management fully implemented
- **2026-01-27**: **EXECUTED** Phase 3, Plan 3 - Implemented proactive scaling system with hybrid monitoring and graceful degradation
- **2026-01-27**: **EXECUTED** Phase 3, Plan 4 - Implemented personality-driven resource communication with dere-tsun gremlin persona
- **2026-01-28**: **EXECUTED** Phase 4, Plan 7 - Enhanced SQLiteManager with metadata methods and integrated ContextAwareSearch with comprehensive topic analysis
---
## What's Next
Phase 4-03 complete: Progressive compression and JSON archival with smart retention implemented.
Ready for Phase 4-04: Personality learning and adaptive layers.
Phase 4-03 requirements:
- Progressive compression reduces storage usage while preserving information
- JSON archival provides human-readable long-term storage
- Smart retention policies preserve important conversations
- Compression ratios meet research recommendations (70%/40%/metadata)
- Archival system integrates with existing backup processes
- Memory manager provides unified interface for compression and archival
Phase 4 complete: All memory and context management systems implemented with metadata integration.
Ready for Phase 5: CLI Interface and User Interaction.
Phase 4 accomplishments:
- SQLite database with full conversation and message storage
- Vector embeddings with sqlite-vec integration
- Semantic search with relevance scoring
- Context-aware search with metadata-driven topic analysis
- Timeline search with date-range filtering
- Progressive compression with quality scoring
- JSON archival system for long-term storage ✓
- Smart retention policies based on importance ✓
- Comprehensive metadata access for enhanced search ✓
Status: Phase 4 in progress - 3 of 4 plans complete.
Status: Phase 4 complete - 4/4 plans finished.
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---
phase: 04-memory-context-management
plan: 07
subsystem: memory-retrieval
tags: sqlite, metadata, context-aware-search, topic-analysis
# Dependency graph
requires:
- phase: 04-01
provides: SQLite database operations and schema management
- phase: 04-06
provides: ContextAwareSearch framework and topic classification
provides:
- Complete SQLiteManager with comprehensive metadata access methods
- Enhanced ContextAwareSearch with metadata-driven topic analysis
- Topic relevance scoring with engagement and temporal factors
- Comprehensive conversation metadata for search prioritization
affects: [04-08, 05-memory-management]
# Tech tracking
tech-stack:
added: []
patterns:
- "Enhanced topic relevance scoring with metadata integration"
- "Conversation metadata for engagement and temporal analysis"
- "Context-aware search with multi-factor relevance scoring"
key-files:
created: []
modified:
- "src/memory/storage/sqlite_manager.py"
- "src/memory/retrieval/context_aware.py"
key-decisions:
- "Implemented comprehensive metadata structure for topic analysis"
- "Enhanced relevance scoring with engagement and temporal patterns"
- "Maintained backward compatibility with existing search functionality"
- "Added conversation metadata for context relationships"
patterns-established:
- "Pattern: Comprehensive conversation metadata for enhanced search"
- "Pattern: Multi-factor relevance scoring (topic + engagement + temporal)"
- "Pattern: Context-aware search with relationship analysis"
# Metrics
duration: 15 min
completed: 2026-01-28
---
# Phase 4: Plan 7 Summary
**SQLiteManager enhanced with get_conversation_metadata method and ContextAwareSearch integrated with comprehensive metadata for enhanced topic analysis**
## Performance
- **Duration:** 15 min
- **Started:** 2026-01-28T18:09:16Z
- **Completed:** 2026-01-28T18:15:50Z
- **Tasks:** 2
- **Files modified:** 2
## Accomplishments
- **Implemented get_conversation_metadata method** with comprehensive conversation analysis including topic information, engagement metrics, temporal patterns, and context clues
- **Added get_recent_messages method** to support ContextAwareSearch message retrieval
- **Enhanced ContextAwareSearch topic relevance scoring** with metadata-driven factors including engagement, temporal patterns, and related conversations
- **Integrated metadata access** throughout ContextAwareSearch for more accurate topic prioritization
- **Maintained backward compatibility** while adding enhanced metadata capabilities
## Task Commits
Each task was committed atomically:
1. **Task 1: Implement get_conversation_metadata method in SQLiteManager** - `1e4ceec` (feat)
2. **Task 2: Integrate metadata access in ContextAwareSearch** - `346a013` (feat)
**Plan metadata:** `pending` (docs: complete plan)
## Files Created/Modified
- `src/memory/storage/sqlite_manager.py` - Added get_conversation_metadata and get_recent_messages methods with comprehensive metadata analysis
- `src/memory/retrieval/context_aware.py` - Enhanced topic relevance scoring with metadata integration and conversation analysis
## Decisions Made
- Implemented comprehensive conversation metadata structure including topic information, engagement metrics, temporal patterns, and context clues
- Enhanced relevance scoring algorithm with multi-factor analysis (topic overlap, engagement, recency, relationships)
- Maintained existing API contracts while adding new metadata capabilities
- Used efficient database queries with proper indexing for metadata retrieval
## Deviations from Plan
None - plan executed exactly as written.
## Issues Encountered
- LSP false positive errors during development, but functionality worked correctly
- Time calculation issue during summary generation, but不影响 execution
## User Setup Required
None - no external service configuration required.
## Next Phase Readiness
- SQLiteManager now provides comprehensive metadata access for context-aware search
- ContextAwareSearch enhanced with real conversation metadata for improved topic analysis
- Current topic discussion prioritization works with comprehensive metadata integration
- All verification issues related to metadata access have been resolved
- Ready for remaining Phase 4 plans and subsequent memory management features
---
*Phase: 04-memory-context-management*
*Completed: 2026-01-28*