fix(04-GC-01): test-personality-learner-init

Verify PersonalityLearner instantiation works correctly after AdaptationRate import fix. Tests confirm no NameError occurs. Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
2026-01-28 19:17:53 -05:00
parent bca62614ca
commit d082ddc220
14 changed files with 1616 additions and 12 deletions
--- a/.planning/phases/04-memory-context-management/04-GC-01-PLAN.md
+++ b/.planning/phases/04-memory-context-management/04-GC-01-PLAN.md
@@ -0,0 +1,100 @@
+---
+wave: 1
+depends_on: []
+files_modified:
+  - src/memory/__init__.py
+autonomous: false
+---
+
+# Gap Closure Plan 1: Fix PersonalityLearner Initialization
+
+**Objective:** Fix the missing `AdaptationRate` import that breaks PersonalityLearner initialization and blocks the personality learning pipeline.
+
+**Gap Description:** PersonalityLearner.__init__() on line 56 of src/memory/__init__.py attempts to use `AdaptationRate` to configure learning rate, but this enum is not imported in the module. This causes a NameError when creating a PersonalityLearner instance, which blocks the entire personality learning system.
+
+**Root Cause:** The `AdaptationRate` enum is defined in `src/memory/personality/adaptation.py` but not imported at the top of `src/memory/__init__.py`.
+
+## Tasks
+
+```xml
+<task name="add-missing-import" id="1">
+  <objective>Add AdaptationRate import to src/memory/__init__.py</objective>
+  <context>PersonalityLearner.__init__() uses AdaptationRate on line 56 to convert the learning_rate string config to an AdaptationRate enum. Without this import, instantiation fails with NameError. This is a blocking issue for all personality learning functionality.</context>
+  <action>
+    1. Open src/memory/__init__.py
+    2. Locate line 23: from .personality.adaptation import PersonalityAdaptation, AdaptationConfig
+    3. Change to: from .personality.adaptation import PersonalityAdaptation, AdaptationConfig, AdaptationRate
+    4. Save file
+  </action>
+  <verify>
+    python3 -c "from src.memory import PersonalityLearner; pl = PersonalityLearner(None)"
+  </verify>
+  <done>
+    - AdaptationRate appears in import statement on line 23
+    - Import statement includes: PersonalityAdaptation, AdaptationConfig, AdaptationRate
+    - PersonalityLearner(None) completes without NameError
+    - No syntax errors in src/memory/__init__.py
+  </done>
+</task>
+
+<task name="verify-import-chain" id="2">
+  <objective>Verify all imports in adaptation module are properly exported</objective>
+  <context>Ensure AdaptationRate is exported from the adaptation module so it can be imported in __init__.py. Verify the __all__ list at the end of __init__.py includes AdaptationRate.</context>
+  <action>
+    1. Open src/memory/personality/adaptation.py and verify AdaptationRate class exists (lines 27-32)
+    2. Open src/memory/__init__.py and locate __all__ list (around lines 858-876)
+    3. If AdaptationRate is not in __all__, add it to the list
+    4. Save src/memory/__init__.py
+  </action>
+  <verify>
+    python3 -c "from src.memory import AdaptationRate; print(AdaptationRate)"
+  </verify>
+  <done>
+    - AdaptationRate class exists in src/memory/personality/adaptation.py
+    - AdaptationRate appears in __all__ list in src/memory/__init__.py
+    - AdaptationRate can be imported directly from src.memory module
+    - No import errors
+  </done>
+</task>
+
+<task name="test-personality-learner-init" id="3">
+  <objective>Test PersonalityLearner initialization</objective>
+  <context>Verify that PersonalityLearner can now be properly instantiated without config, which will verify that the AdaptationRate import fix unblocks the class initialization.</context>
+  <action>
+    1. Run test: python3 -c "from src.memory import PersonalityLearner; pl = PersonalityLearner(None); print('PersonalityLearner initialized successfully')"
+    2. Verify output shows successful initialization
+    3. Verify no NameError or AttributeError exceptions
+  </action>
+  <verify>
+    python3 -c "from src.memory import PersonalityLearner; pl = PersonalityLearner(None); assert pl is not None"
+  </verify>
+  <done>
+    - PersonalityLearner can be instantiated with no config
+    - PersonalityLearner(None) completes without NameError
+    - PersonalityLearner instance is created and ready for use
+    - No errors logged during initialization
+  </done>
+</task>
+```
+
+## Implementation Details
+
+**Change Required:**
+- Add import in src/memory/__init__.py line 23 (after `from .personality.adaptation import PersonalityAdaptation, AdaptationConfig`):
+  ```python
+  from .personality.adaptation import PersonalityAdaptation, AdaptationConfig, AdaptationRate
+  ```
+
+**Verification:**
+- PersonalityLearner(None) creates successfully with no config
+- No NameError when accessing AdaptationRate in PersonalityLearner.__init__
+- Personality learner can be instantiated and used
+
+## Must-Haves for Verification
+
+- [ ] AdaptationRate is imported from adaptation module in __init__.py
+- [ ] Import statement appears on line 23 (or nearby import block)
+- [ ] AdaptationRate is in __all__ export list
+- [ ] PersonalityLearner can be instantiated without NameError
+- [ ] PersonalityLearner(None) completes successfully
+- [ ] No new errors introduced in existing tests
--- a/.planning/phases/04-memory-context-management/04-GC-02-PLAN.md
+++ b/.planning/phases/04-memory-context-management/04-GC-02-PLAN.md
@@ -0,0 +1,232 @@
+---
+wave: 2
+depends_on: ["04-GC-01"]
+files_modified:
+  - src/memory/storage/sqlite_manager.py
+  - tests/test_personality_learning.py
+autonomous: false
+---
+
+# Gap Closure Plan 2: Implement Missing Methods for Personality Learning Pipeline
+
+**Objective:** Implement the two missing methods (`get_conversations_by_date_range` and `get_conversation_messages`) in SQLiteManager that are required by PersonalityLearner.learn_from_conversations().
+
+**Gap Description:** PersonalityLearner.learn_from_conversations() on lines 84-101 of src/memory/__init__.py calls two methods that don't exist in SQLiteManager:
+1. `get_conversations_by_date_range(start_date, end_date)` - called on line 85
+2. `get_conversation_messages(conversation_id)` - called on line 99
+
+Without these methods, the personality learning pipeline completely fails, preventing the "Personality layers learn from conversation patterns" requirement from being verified.
+
+**Root Cause:** These helper methods were not implemented in SQLiteManager, though the infrastructure (get_conversation, get_recent_conversations) exists for building them.
+
+## Tasks
+
+```xml
+<task name="implement-get_conversations_by_date_range" id="1">
+  <objective>Implement get_conversations_by_date_range() method in SQLiteManager</objective>
+  <context>PersonalityLearner.learn_from_conversations() needs to fetch all conversations within a date range to extract patterns from them. This method queries the conversations table filtered by created_at timestamp between start and end dates.</context>
+  <action>
+    1. Open src/memory/storage/sqlite_manager.py
+    2. Locate the class definition and find a good insertion point (after get_recent_conversations method, ~line 350)
+    3. Copy the provided implementation from Implementation Details section
+    4. Add method to SQLiteManager class with proper indentation
+    5. Save file
+  </action>
+  <verify>
+    python3 -c "from src.memory.storage.sqlite_manager import SQLiteManager; import inspect; assert 'get_conversations_by_date_range' in dir(SQLiteManager)"
+  </verify>
+  <done>
+    - Method exists in SQLiteManager class
+    - Signature: get_conversations_by_date_range(start_date: datetime, end_date: datetime) -> List[Dict[str, Any]]
+    - Method queries conversations table with WHERE created_at BETWEEN start_date AND end_date
+    - Returns list of conversation dicts with id, title, created_at, metadata
+    - No syntax errors in the file
+  </done>
+</task>
+
+<task name="implement-get_conversation_messages" id="2">
+  <objective>Implement get_conversation_messages() method in SQLiteManager</objective>
+  <context>PersonalityLearner.learn_from_conversations() needs to get all messages for each conversation to extract patterns from message content and metadata. This is a simple method that retrieves all messages for a given conversation_id.</context>
+  <action>
+    1. Open src/memory/storage/sqlite_manager.py
+    2. Locate the method you just added (get_conversations_by_date_range)
+    3. Add the get_conversation_messages method right after it
+    4. Copy implementation from Implementation Details section
+    5. Save file
+  </action>
+  <verify>
+    python3 -c "from src.memory.storage.sqlite_manager import SQLiteManager; import inspect; assert 'get_conversation_messages' in dir(SQLiteManager)"
+  </verify>
+  <done>
+    - Method exists in SQLiteManager class
+    - Signature: get_conversation_messages(conversation_id: str) -> List[Dict[str, Any]]
+    - Method queries messages table with WHERE conversation_id = ?
+    - Returns list of message dicts with id, role, content, timestamp, metadata
+    - Messages are ordered by timestamp ascending
+  </done>
+</task>
+
+<task name="verify-method-integration" id="3">
+  <objective>Verify methods work with PersonalityLearner pipeline</objective>
+  <context>Ensure the new methods integrate properly with PersonalityLearner.learn_from_conversations() and don't cause errors in the pattern extraction flow.</context>
+  <action>
+    1. Create simple Python test script that:
+       - Imports MemoryManager and PersonalityLearner
+       - Creates a test memory manager instance
+       - Calls get_conversations_by_date_range with test dates
+       - For each conversation, calls get_conversation_messages
+       - Verifies methods return proper data structures
+    2. Run test script to verify no AttributeError occurs
+  </action>
+  <verify>
+    python3 -c "from src.memory import MemoryManager, PersonalityLearner; from datetime import datetime, timedelta; mm = MemoryManager(); convs = mm.sqlite_manager.get_conversations_by_date_range(datetime.now() - timedelta(days=30), datetime.now()); print(f'Found {len(convs)} conversations')"
+  </verify>
+  <done>
+    - Both methods can be called without AttributeError
+    - get_conversations_by_date_range returns list (empty or with conversations)
+    - get_conversation_messages returns list (empty or with messages)
+    - Data structures are properly formatted with expected fields
+  </done>
+</task>
+
+<task name="test-personality-learning-end-to-end" id="4">
+  <objective>Create integration test for complete personality learning pipeline</objective>
+  <context>Write a comprehensive test that verifies the entire personality learning flow works from conversation retrieval through pattern extraction to layer creation. This is the main verification test for closing this gap.</context>
+  <action>
+    1. Create or update tests/test_personality_learning.py
+    2. Add test function that:
+       - Initializes MemoryManager with test database
+       - Creates sample conversations with multiple messages
+       - Calls PersonalityLearner.learn_from_conversations()
+       - Verifies patterns are extracted and layers are created
+    3. Run test to verify end-to-end pipeline works
+    4. Verify all assertions pass
+  </action>
+  <verify>
+    python3 -m pytest tests/test_personality_learning.py -v
+  </verify>
+  <done>
+    - Integration test file exists (tests/test_personality_learning.py)
+    - Test creates sample data and calls personality learning pipeline
+    - Test verifies patterns are extracted from conversation messages
+    - Test verifies personality layers are created
+    - All assertions pass without errors
+    - End-to-end personality learning pipeline is functional
+  </done>
+</task>
+```
+
+## Implementation Details
+
+### Method 1: get_conversations_by_date_range
+
+```python
+def get_conversations_by_date_range(
+    self, start_date: datetime, end_date: datetime
+) -> List[Dict[str, Any]]:
+    """
+    Get all conversations created within a date range.
+
+    Args:
+        start_date: Start of date range
+        end_date: End of date range
+
+    Returns:
+        List of conversation dictionaries with metadata
+    """
+    try:
+        conn = self._get_connection()
+        cursor = conn.cursor()
+
+        query = """
+            SELECT id, title, created_at, updated_at, metadata, session_id,
+                   total_messages, total_tokens
+            FROM conversations
+            WHERE created_at BETWEEN ? AND ?
+            ORDER BY created_at DESC
+        """
+
+        cursor.execute(query, (start_date.isoformat(), end_date.isoformat()))
+        rows = cursor.fetchall()
+
+        conversations = []
+        for row in rows:
+            conv_dict = {
+                "id": row[0],
+                "title": row[1],
+                "created_at": row[2],
+                "updated_at": row[3],
+                "metadata": json.loads(row[4]) if row[4] else {},
+                "session_id": row[5],
+                "total_messages": row[6],
+                "total_tokens": row[7],
+            }
+            conversations.append(conv_dict)
+
+        return conversations
+    except Exception as e:
+        self.logger.error(f"Failed to get conversations by date range: {e}")
+        return []
+```
+
+### Method 2: get_conversation_messages
+
+```python
+def get_conversation_messages(self, conversation_id: str) -> List[Dict[str, Any]]:
+    """
+    Get all messages for a conversation.
+
+    Args:
+        conversation_id: ID of the conversation
+
+    Returns:
+        List of message dictionaries with content and metadata
+    """
+    try:
+        conn = self._get_connection()
+        cursor = conn.cursor()
+
+        query = """
+            SELECT id, conversation_id, role, content, timestamp,
+                   token_count, importance_score, metadata, embedding_id
+            FROM messages
+            WHERE conversation_id = ?
+            ORDER BY timestamp ASC
+        """
+
+        cursor.execute(query, (conversation_id,))
+        rows = cursor.fetchall()
+
+        messages = []
+        for row in rows:
+            msg_dict = {
+                "id": row[0],
+                "conversation_id": row[1],
+                "role": row[2],
+                "content": row[3],
+                "timestamp": row[4],
+                "token_count": row[5],
+                "importance_score": row[6],
+                "metadata": json.loads(row[7]) if row[7] else {},
+                "embedding_id": row[8],
+            }
+            messages.append(msg_dict)
+
+        return messages
+    except Exception as e:
+        self.logger.error(f"Failed to get conversation messages: {e}")
+        return []
+```
+
+## Must-Haves for Verification
+
+- [ ] get_conversations_by_date_range method exists in SQLiteManager
+- [ ] Method accepts start_date and end_date as datetime parameters
+- [ ] Method returns list of conversation dicts with required fields (id, title, created_at, metadata)
+- [ ] get_conversation_messages method exists in SQLiteManager
+- [ ] Method accepts conversation_id as string parameter
+- [ ] Method returns list of message dicts with required fields (role, content, timestamp, metadata)
+- [ ] PersonalityLearner.learn_from_conversations() can execute without AttributeError
+- [ ] Pattern extraction pipeline completes successfully with sample data
+- [ ] Integration test for complete personality learning pipeline exists and passes
+- [ ] Personality layers are created from conversation patterns
--- a/.planning/phases/04-memory-context-management/04-memory-context-management-UAT.md
+++ b/.planning/phases/04-memory-context-management/04-memory-context-management-UAT.md
@@ -0,0 +1,72 @@
+---
+status: testing
+phase: 04-memory-context-management
+source: 04-01-SUMMARY.md,04-02-SUMMARY.md,04-03-SUMMARY.md,04-05-SUMMARY.md,04-06-SUMMARY.md,04-07-SUMMARY.md
+started: 2026-01-28T18:30:00Z
+updated: 2026-01-28T18:30:00Z
+---
+
+## Current Test
+
+number: 1
+name: Basic Memory Storage and Retrieval
+expected: |
+  Store conversations in SQLite database and retrieve them by search queries
+awaiting: user response
+
+## Tests
+
+### 1. Basic Memory Storage and Retrieval
+expected: Store conversations in SQLite database and retrieve them by search queries
+result: pass
+
+### 2. System Initialization
+expected: Mai initializes successfully with all memory and model components
+result: pass
+
+### 3. Memory System Initialization
+expected: MemoryManager creates SQLite database and initializes all subsystems
+result: pass
+
+### 4. Memory System Components Integration
+expected: All memory subsystems (storage, search, compression, archival) initialize and work together
+result: pass
+
+### 5. Memory System Features Verification
+expected: Progressive compression, JSON archival, smart retention policies, and metadata access are functional
+result: pass
+
+### 6. Semantic and Context-Aware Search
+expected: Search system provides semantic similarity and context-aware result prioritization
+result: pending
+
+### 7. Complete Memory System Integration
+expected: Full memory system with storage, search, compression, archival, and personality learning working together
+result: pending
+
+### 8. Memory System Performance and Reliability
+expected: System handles memory operations efficiently with proper error handling and fallbacks
+result: pending
+
+## Summary
+
+total: 8
+passed: 5
+issues: 0
+pending: 3
+skipped: 0
+
+## Gaps
+
+### Non-blocking Issue
+- truth: "Memory system components initialize without errors"
+  status: passed
+  reason: "System works but shows pynvml deprecation warning"
+  severity: cosmetic
+  test: 2
+  root_cause: ""
+  artifacts: []
+  missing: []
+  debug_session: ""
+
+---
--- a/.planning/phases/04-memory-context-management/04-memory-context-management-VERIFICATION.md
+++ b/.planning/phases/04-memory-context-management/04-memory-context-management-VERIFICATION.md
@@ -0,0 +1,173 @@
+---
+phase: 04-memory-context-management
+verified: 2026-01-28T00:00:00Z
+status: gaps_found
+score: 14/16 must-haves verified
+re_verification:
+  previous_status: gaps_found
+  previous_score: 12/16
+  gaps_closed:
+    - "PersonalityAdaptation class implementation - now exists (701 lines)"
+    - "PersonalityLearner integration in MemoryManager - now exported"
+    - "src/personality.py file with memory integration - now exists (483 lines)"
+    - "search_by_keyword method implementation in VectorStore - now implemented"
+    - "store_embeddings method implementation in VectorStore - now implemented"
+    - "sqlite_manager.get_conversation_metadata method - now implemented"
+  gaps_remaining:
+    - "Pattern extractor integration with PersonalityLearner (missing method)"
+    - "Personality layers learning from conversation patterns (integration broken)"
+  regressions: []
+gaps:
+  - truth: "Personality layers learn from conversation patterns"
+    status: failed
+    reason: "PersonalityLearner calls non-existent extract_conversation_patterns method"
+    artifacts:
+      - path: "src/memory/__init__.py"
+        issue: "Line 103 calls extract_conversation_patterns() which doesn't exist in PatternExtractor"
+      - path: "src/memory/personality/pattern_extractor.py"
+        issue: "Missing extract_conversation_patterns method to aggregate all pattern types"
+    missing:
+      - "extract_conversation_patterns method in PatternExtractor class"
+      - "Pattern aggregation method in PersonalityLearner"
+  - truth: "Personality system integrates with existing personality.py"
+    status: partial
+    reason: "PersonalitySystem exists and integrates with PersonalityLearner but learning pipeline broken"
+    artifacts:
+      - path: "src/personality.py"
+        issue: "Integration exists but PersonalityLearner learning fails due to missing method"
+      - path: "src/memory/__init__.py"
+        issue: "PersonalityLearner._aggregate_patterns method exists but can't process data"
+    missing:
+      - "Working pattern extraction pipeline from conversations to personality layers"
+---
+
+# Phase 04: Memory & Context Management Verification Report
+
+**Phase Goal:** Build long-term conversation memory and context management system that stores conversation history locally, recalls past conversations efficiently, compresses memory as it grows, distills patterns into personality layers, and proactively surfaces relevant context from memory.
+
+**Verified:** 2026-01-28T00:00:00Z
+**Status:** gaps_found
+**Re-verification:** Yes — after gap closure
+
+## Goal Achievement
+
+### Observable Truths
+
+| # | Truth | Status | Evidence |
+|---|-------|--------|----------|
+| 1 | Conversations are stored locally in SQLite database | ✓ VERIFIED | SQLiteManager with full schema implementation (514 lines) |
+| 2 | Vector embeddings are stored using sqlite-vec extension | ✓ VERIFIED | VectorStore with sqlite-vec integration (487 lines) |
+| 3 | Database schema supports conversations, messages, and embeddings | ✓ VERIFIED | Complete schema with proper indexes and relationships |
+| 4 | Memory system persists across application restarts | ✓ VERIFIED | Thread-local connections and WAL mode for persistence |
+| 5 | User can search conversations by semantic meaning | ✓ VERIFIED | SemanticSearch with VectorStore methods now complete |
+| 6 | Search results are ranked by relevance to query | ✓ VERIFIED | SemanticSearch with relevance scoring and result ranking |
+| 7 | Context-aware search prioritizes current topic discussions | ✓ VERIFIED | ContextAwareSearch now integrates with sqlite_manager metadata |
+| 8 | Timeline search allows filtering by date ranges | ✓ VERIFIED | TimelineSearch with date-range filtering and temporal analysis |
+| 9 | Hybrid search combines semantic and keyword matching | ✓ VERIFIED | SemanticSearch.hybrid_search implementation |
+| 10 | Old conversations are automatically compressed to save space | ✓ VERIFIED | CompressionEngine with progressive compression (606 lines) |
+| 11 | Compression preserves important information while reducing size | ✓ VERIFIED | Multi-level compression with quality scoring |
+| 12 | JSON archival system stores compressed conversations | ✓ VERIFIED | ArchivalManager with organized directory structure (431 lines) |
+| 13 | Smart retention keeps important conversations longer | ✓ VERIFIED | RetentionPolicy with importance scoring (540 lines) |
+| 14 | 7/30/90 day compression tiers are implemented | ✓ VERIFIED | CompressionLevel enum with tier-based compression |
+| 15 | Personality layers learn from conversation patterns | ✗ FAILED | PersonalityLearner integration broken due to missing method |
+| 16 | Personality system integrates with existing personality.py | ⚠️ PARTIAL | Integration exists but learning pipeline fails |
+
+**Score:** 14/16 truths verified
+
+### Required Artifacts
+
+| Artifact | Expected | Status | Details |
+|----------|----------|--------|---------|
+| `src/memory/storage/sqlite_manager.py` | SQLite database operations and schema management | ✓ VERIFIED | 514 lines, full implementation, no stubs |
+| `src/memory/storage/vector_store.py` | Vector storage and retrieval with sqlite-vec | ✓ VERIFIED | 487 lines, all required methods now implemented |
+| `src/memory/__init__.py` | Memory module entry point | ⚠️ PARTIAL | 877 lines, PersonalityLearner export exists but integration broken |
+| `src/memory/retrieval/semantic_search.py` | Semantic search with embedding-based similarity | ✓ VERIFIED | 373 lines, complete implementation |
+| `src/memory/retrieval/context_aware.py` | Topic-based search prioritization | ✓ VERIFIED | 385 lines, metadata integration now complete |
+| `src/memory/retrieval/timeline_search.py` | Date-range filtering and temporal search | ✓ VERIFIED | 449 lines, complete implementation |
+| `src/memory/storage/compression.py` | Progressive conversation compression | ✓ VERIFIED | 606 lines, complete implementation |
+| `src/memory/backup/archival.py` | JSON export/import for long-term storage | ✓ VERIFIED | 431 lines, complete implementation |
+| `src/memory/backup/retention.py` | Smart retention policies based on importance | ✓ VERIFIED | 540 lines, complete implementation |
+| `src/memory/personality/pattern_extractor.py` | Pattern extraction from conversations | ⚠️ PARTIAL | 851 lines, missing extract_conversation_patterns method |
+| `src/memory/personality/layer_manager.py` | Personality overlay system | ✓ VERIFIED | 630 lines, complete implementation |
+| `src/memory/personality/adaptation.py` | Dynamic personality updates | ✓ VERIFIED | 701 lines, complete implementation |
+| `src/personality.py` | Updated personality system with memory integration | ✓ VERIFIED | 483 lines, integration implemented |
+
+### Key Link Verification
+
+| From | To | Via | Status | Details |
+|------|----|----|-------|--------|
+| `src/memory/storage/vector_store.py` | sqlite-vec extension | extension loading and virtual table creation | ✓ VERIFIED | conn.load_extension("vec0) implemented |
+| `src/memory/storage/vector_store.py` | `src/memory/storage/sqlite_manager.py` | database connection for vector operations | ✓ VERIFIED | sqlite_manager.db connection used |
+| `src/memory/retrieval/semantic_search.py` | `src/memory/storage/vector_store.py` | vector similarity search operations | ✓ VERIFIED | All required methods now implemented |
+| `src/memory/retrieval/context_aware.py` | `src/memory/storage/sqlite_manager.py` | conversation metadata for topic analysis | ✓ VERIFIED | get_conversation_metadata method now integrated |
+| `src/memory/__init__.py` | `src/memory/retrieval/` | search method delegation | ✓ VERIFIED | Search methods properly delegated |
+| `src/memory/storage/compression.py` | `src/memory/storage/sqlite_manager.py` | conversation data retrieval for compression | ✓ VERIFIED | sqlite_manager.get_conversation used |
+| `src/memory/backup/archival.py` | `src/memory/storage/compression.py` | compressed conversation data | ✓ VERIFIED | compression_engine.compress_by_age used |
+| `src/memory/backup/retention.py` | `src/memory/storage/sqlite_manager.py` | conversation importance analysis | ✓ VERIFIED | sqlite_manager methods used for scoring |
+| `src/memory/__init__.py` (PersonalityLearner) | `src/memory/personality/pattern_extractor.py` | conversation pattern extraction | ✗ NOT_WIRED | extract_conversation_patterns method missing |
+| `src/memory/personality/layer_manager.py` | `src/memory/personality/pattern_extractor.py` | pattern data for layer creation | ⚠️ PARTIAL | Layer creation works but no data from extractor |
+| `src/personality.py` | `src/memory/__init__.py` (PersonalityLearner) | personality learning integration | ✓ VERIFIED | PersonalitySystem integrates with PersonalityLearner |
+
+### Requirements Coverage
+
+| Requirement | Status | Blocking Issue |
+|-------------|--------|----------------|
+| Store conversation history locally | ✓ SATISFIED | None |
+| Recall past conversations efficiently | ✓ SATISFIED | None |
+| Compress memory as it grows | ✓ SATISFIED | None |
+| Distill patterns into personality layers | ✗ BLOCKED | Pattern extraction pipeline broken |
+| Proactively surface relevant context from memory | ✓ SATISFIED | All search systems working |
+
+### Anti-Patterns Found
+
+| File | Line | Pattern | Severity | Impact |
+|------|------|---------|----------|-------|
+| `src/memory/__init__.py` | 103 | Missing method call | 🛑 Blocker | extract_conversation_patterns() doesn't exist in PatternExtractor |
+| No new anti-patterns found in previously fixed areas |
+
+### Human Verification Required
+
+1. **SQLite Database Persistence**
+   - **Test:** Create conversations, restart application, verify data persists
+   - **Expected:** All conversations and messages remain after restart
+   - **Why human:** Need to verify actual database file persistence and connection handling
+
+2. **Vector Search Accuracy**
+   - **Test:** Search for semantically similar conversations, verify relevance
+   - **Expected:** Results ranked by semantic similarity, not just keyword matching
+   - **Why human:** Need to assess search result quality and relevance
+
+3. **Compression Quality**
+   - **Test:** Compress conversations, verify important information preserved
+   - **Expected:** Key conversation points retained while size reduced
+   - **Why human:** Need to assess compression quality and information retention
+
+4. **Personality Learning Pipeline** (Once fixed)
+   - **Test:** Have conversations, trigger personality learning, verify patterns extracted
+   - **Expected:** Personality layers created from conversation patterns
+   - **Why human:** Need to assess learning effectiveness and personality adaptation
+
+### Gaps Summary
+
+Significant progress has been made since the previous verification:
+
+**Successfully Closed Gaps:**
+- PersonalityAdaptation class now implemented (701 lines)
+- PersonalityLearner now properly exported from memory module
+- src/personality.py created with memory integration (483 lines)
+- VectorStore missing methods (search_by_keyword, store_embeddings) now implemented
+- sqlite_manager.get_conversation_metadata method now implemented
+- ContextAwareSearch metadata integration now complete
+
+**Remaining Critical Gaps:**
+
+1. **Missing Pattern Extraction Method:** The PersonalityLearner calls `extract_conversation_patterns(messages)` on line 103 of src/memory/__init__.py, but this method doesn't exist in the PatternExtractor class. The PatternExtractor has individual methods for each pattern type (topics, sentiment, interaction, temporal, response style) but no unified method to extract all patterns from a conversation.
+
+2. **Broken Learning Pipeline:** Due to the missing method, the entire personality learning pipeline fails. The PersonalityLearner can't extract patterns from conversations, can't aggregate them, and can't create personality layers.
+
+This is a single, focused gap that prevents the personality learning system from functioning, despite all the individual components being well-implemented and substantial.
+
+---
+
+_Verified: 2026-01-28T00:00:00Z_
+_Verifier: Claude (gsd-verifier)_
--- a/.planning/phases/04-memory-context-management/GAP-CLOSURE-SUMMARY.md
+++ b/.planning/phases/04-memory-context-management/GAP-CLOSURE-SUMMARY.md
@@ -0,0 +1,174 @@
+# Phase 4 Gap Closure Summary
+
+**Date:** 2026-01-28
+**Status:** Planning Complete - Ready for Execution
+**Critical Gaps Identified:** 2
+**Plans Created:** 2
+
+## Gap Analysis
+
+### Gap 1: Missing AdaptationRate Import (BLOCKING)
+**Severity:** CRITICAL - Blocks PersonalityLearner instantiation
+**Location:** src/memory/__init__.py, line 56
+
+**Problem:**
+PersonalityLearner.__init__() uses `AdaptationRate` enum to configure learning rates, but this enum is not imported in the module, causing a NameError when creating any PersonalityLearner instance.
+
+**Impact Chain:**
+- PersonalityLearner cannot be instantiated
+- MemoryManager.initialize() fails when trying to initialize PersonalityLearner
+- Entire personality learning system is broken
+- Verification requirement "Personality layers learn from conversation patterns" FAILS
+
+**Solution:**
+Add `AdaptationRate` to imports from `src.memory.personality.adaptation` in src/memory/__init__.py
+
+---
+
+### Gap 2: Missing SQLiteManager Methods (BLOCKING)
+**Severity:** CRITICAL - Breaks personality learning pipeline
+**Location:** src/memory/storage/sqlite_manager.py
+
+**Problem:**
+PersonalityLearner.learn_from_conversations() calls two methods that don't exist:
+- `get_conversations_by_date_range(start_date, end_date)` - line 85
+- `get_conversation_messages(conversation_id)` - line 99
+
+These methods are essential for fetching conversations and their messages to extract personality patterns.
+
+**Impact Chain:**
+- learn_from_conversations() raises AttributeError on line 85
+- Cannot retrieve conversations within date range
+- Cannot access messages for pattern extraction
+- Pattern extraction pipeline fails
+- Personality learning system cannot extract patterns from history
+- Verification requirement "Personality layers learn from conversation patterns" FAILS
+
+**Solution:**
+Implement two new methods in SQLiteManager to support date-range queries and message retrieval.
+
+---
+
+## Gap Closure Plans
+
+### 04-GC-01-PLAN.md: Fix PersonalityLearner Initialization
+**Wave:** 1
+**Dependencies:** None
+**Files Modified:** src/memory/__init__.py
+**Scope:**
+- Add AdaptationRate import
+- Verify export in __all__
+- Test initialization with different configs
+
+**Verification Points:**
+- AdaptationRate can be imported from memory module
+- PersonalityLearner(config={'learning_rate': 'medium'}) works without error
+- All AdaptationRate enum values (SLOW, MEDIUM, FAST) are accessible
+
+---
+
+### 04-GC-02-PLAN.md: Implement Missing SQLiteManager Methods
+**Wave:** 1 (depends on 04-GC-01 for full pipeline testing)
+**Dependencies:** 04-GC-01-PLAN.md (soft dependency - methods are independent but testing together is recommended)
+**Files Modified:**
+- src/memory/storage/sqlite_manager.py
+- tests/test_personality_learning.py (new)
+
+**Scope:**
+- Implement get_conversations_by_date_range() method
+- Implement get_conversation_messages() method
+- Create comprehensive integration tests for personality learning pipeline
+
+**Verification Points:**
+- get_conversations_by_date_range() returns conversations created within date range
+- get_conversation_messages() returns all messages for a conversation in chronological order
+- learn_from_conversations() executes successfully with sample data
+- Personality patterns are extracted from message content
+- Personality layers are created from extracted patterns
+- End-to-end integration test passes
+
+---
+
+## Execution Order
+
+**Phase 1 - Foundation (Parallel Execution Possible):**
+1. Execute 04-GC-01-PLAN.md → Fix AdaptationRate import
+2. Execute 04-GC-02-PLAN.md → Implement missing SQLiteManager methods
+
+**Phase 2 - Verification:**
+3. Run integration tests to verify complete personality learning pipeline
+4. Verify both gap closure plans have all must-haves checked
+
+**Expected Outcome:**
+- PersonalityLearner can be instantiated and configured
+- Personality learning pipeline executes end-to-end without errors
+- Patterns are extracted from conversations and messages
+- Personality layers are created from learned patterns
+- Verification requirement "Personality layers learn from conversation patterns" is VERIFIED
+
+---
+
+## Must-Haves Checklist
+
+### 04-GC-01-PLAN.md Completion Criteria
+- [ ] AdaptationRate import added to src/memory/__init__.py
+- [ ] AdaptationRate appears in __all__ export list
+- [ ] PersonalityLearner instantiation test passes
+- [ ] All learning_rate config values (slow, medium, fast) work correctly
+- [ ] No NameError when using AdaptationRate in PersonalityLearner
+
+### 04-GC-02-PLAN.md Completion Criteria
+- [ ] get_conversations_by_date_range() implemented in SQLiteManager
+- [ ] get_conversation_messages() implemented in SQLiteManager
+- [ ] Both methods handle edge cases (no results, errors)
+- [ ] Integration test created in tests/test_personality_learning.py
+- [ ] learn_from_conversations() executes without errors
+- [ ] Pattern extraction completes successfully
+- [ ] Personality layers are created from patterns
+
+---
+
+## Traceability
+
+**Requirements Being Closed:**
+- MEMORY-04: "Distill patterns into personality layers" → Currently BLOCKED, will be VERIFIED
+- MEMORY-05: "Proactively surface relevant context" → Dependent on MEMORY-04
+
+**Related Completed Work:**
+- PersonalityAdaptation class: 701 lines (COMPLETED)
+- PersonalityLearner properly exported: (COMPLETED)
+- src/personality.py created with memory integration: 483 lines (COMPLETED)
+- Pattern extraction methods implemented: (COMPLETED - except integration)
+- Layer management system: (COMPLETED)
+
+**Integration Points:**
+- MemoryManager.personality_learner property
+- PersonalitySystem integration (src/personality.py)
+- VectorStore and SemanticSearch for context retrieval
+- Archival and compression systems
+
+---
+
+## Risk Assessment
+
+**Risk Level:** LOW
+- Both gaps are straightforward implementations
+- Methods follow existing patterns in codebase
+- No database schema changes needed
+- Import is simple add-to-list operation
+
+**Mitigation:**
+- Comprehensive unit tests for new methods
+- Integration test verifying entire pipeline
+- Edge case handling (no data, date boundaries)
+- Error logging for debugging
+
+---
+
+## Notes
+
+- Extract_conversation_patterns method DOES exist and works correctly
+- Method signature is compatible with how it's being called
+- Issue was with PersonalityLearner not being able to instantiate, not with the method itself
+- Both gaps must be closed for personality learning to function
+- No other blockers identified in personality learning system
--- a/.planning/phases/04-memory-context-management/PLANNING-COMPLETE.txt
+++ b/.planning/phases/04-memory-context-management/PLANNING-COMPLETE.txt
@@ -0,0 +1,144 @@
+================================================================================
+PHASE 4 GAP CLOSURE PLANNING - COMPLETE
+================================================================================
+
+Date: 2026-01-28
+Mode: Gap Closure (2 critical blockers identified and planned)
+Status: READY FOR EXECUTION
+
+================================================================================
+CRITICAL GAPS IDENTIFIED
+================================================================================
+
+Gap 1: Missing AdaptationRate Import
+  File: src/memory/__init__.py
+  Cause: AdaptationRate enum used but not imported
+  Impact: PersonalityLearner cannot be instantiated
+  Severity: CRITICAL - BLOCKING
+
+Gap 2: Missing SQLiteManager Methods  
+  File: src/memory/storage/sqlite_manager.py
+  Missing: get_conversations_by_date_range(), get_conversation_messages()
+  Impact: Personality learning pipeline cannot retrieve conversation data
+  Severity: CRITICAL - BLOCKING
+
+================================================================================
+GAP CLOSURE PLANS CREATED
+================================================================================
+
+04-GC-01-PLAN.md
+  Title: Fix PersonalityLearner Initialization
+  Wave: 1
+  Dependencies: None
+  Files: src/memory/__init__.py
+  Tasks: 3 (add import, verify exports, test initialization)
+  
+04-GC-02-PLAN.md
+  Title: Implement Missing Methods for Personality Learning Pipeline
+  Wave: 1
+  Dependencies: 04-GC-01 (soft)
+  Files: src/memory/storage/sqlite_manager.py, tests/test_personality_learning.py
+  Tasks: 4 (implement methods, verify integration, test end-to-end)
+
+================================================================================
+EXECUTION SEQUENCE
+================================================================================
+
+Phase 1 - Sequential or Parallel Execution:
+  1. Execute 04-GC-01-PLAN.md
+  2. Execute 04-GC-02-PLAN.md
+
+Phase 2 - Verification:
+  3. Run integration tests
+  4. Verify all must-haves checked
+  5. Confirm "Personality layers learn from conversation patterns" requirement
+
+================================================================================
+MUST-HAVES SUMMARY
+================================================================================
+
+04-GC-01: AdaptationRate Import
+  [ ] AdaptationRate imported in __init__.py
+  [ ] AdaptationRate in __all__ export list
+  [ ] PersonalityLearner instantiation works
+  [ ] All config values (slow/medium/fast) work
+  [ ] No NameError with AdaptationRate
+
+04-GC-02: SQLiteManager Methods
+  [ ] get_conversations_by_date_range() implemented
+  [ ] get_conversation_messages() implemented
+  [ ] Methods handle edge cases
+  [ ] Integration tests created
+  [ ] learn_from_conversations() executes
+  [ ] Patterns extracted successfully
+  [ ] Layers created from patterns
+
+================================================================================
+SUPPORTING DOCUMENTS
+================================================================================
+
+GAP-CLOSURE-SUMMARY.md
+  - Detailed gap analysis
+  - Traceability to requirements
+  - Risk assessment
+  - Integration points
+
+04-GC-01-PLAN.md
+  - Task 1: Add missing import
+  - Task 2: Verify import chain
+  - Task 3: Test initialization
+
+04-GC-02-PLAN.md
+  - Task 1: Implement get_conversations_by_date_range()
+  - Task 2: Implement get_conversation_messages()
+  - Task 3: Verify method integration
+  - Task 4: Test personality learning end-to-end
+
+================================================================================
+KEY FINDINGS
+================================================================================
+
+1. extract_conversation_patterns() method EXISTS
+   - Located in src/memory/personality/pattern_extractor.py (lines 842-890)
+   - Method signature and implementation are correct
+   - Method works properly when called with message list
+
+2. Primary blocker is import issue
+   - AdaptationRate not imported causes immediate NameError
+   - This prevents PersonalityLearner from being created at all
+   - Blocks access to pattern_extractor and other components
+
+3. Secondary blocker is missing data retrieval methods
+   - get_conversations_by_date_range() - needed for learn_from_conversations()
+   - get_conversation_messages() - needed to extract patterns from conversations
+
+4. All supporting infrastructure exists
+   - PersonalityAdaptation class: complete (701 lines)
+   - LayerManager: complete
+   - Pattern extractors: complete
+   - Database schema: supports required queries
+
+================================================================================
+VERIFICATION PATHWAY
+================================================================================
+
+After execution, the requirement:
+  "Personality layers learn from conversation patterns"
+  
+Will progress from: FAILED/BLOCKED
+To: VERIFIED
+
+Following the chain:
+  1. AdaptationRate import fixed → PersonalityLearner can instantiate
+  2. SQLiteManager methods added → Data retrieval pipeline works
+  3. learn_from_conversations() executes → Patterns extracted
+  4. Personality layers created → Requirement verified
+
+================================================================================
+READY FOR EXECUTION
+================================================================================
+
+All planning complete. Two focused gap closure plans ready for immediate execution.
+No additional research or investigation needed.
+
+Next step: Execute 04-GC-01-PLAN.md and 04-GC-02-PLAN.md