Tasks completed: 2/2 - Implemented search_by_keyword method with FTS/LIKE hybrid search - Implemented store_embeddings method with transactional batch operations - Fixed VectorStore schema for sqlite-vec extension compatibility - Resolved all missing method calls from SemanticSearch.hybrid_search SUMMARY: .planning/phases/04-memory-context-management/04-06-SUMMARY.md Updated STATE.md to reflect Phase 4 completion
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Project State & Progress
Last Updated: 2026-01-28 Current Status: Phase 4 Plan 7 complete - metadata integration and enhanced context-aware search implemented
Current Position
| Aspect | Value |
|---|---|
| Milestone | v1.0 Core (Phases 1-5) |
| Current Phase | 04: Memory & Context Management |
| Current Plan | Complete (Phase finished) |
| Overall Progress | 4/15 phases complete |
| Progress Bar | ███████░░░░ 30% |
| Model Profile | Budget (haiku priority) |
Key Decisions Made
Architecture & Approach
- Local-first design: All inference, memory, and improvement happens locally — no cloud dependency
- Second-agent review system: Prevents broken self-modifications while allowing auto-improvement
- Personality as code + learned layers: Unshakeable core prevents misuse while allowing authentic growth
- v1 scope: Core systems only (model interface, safety, memory, conversation) before adding task automation
Phase 1 Complete (Model Interface)
- Model selection strategy: Primary factor is available resources (CPU, RAM, GPU)
- Context management: Trigger compression at 70% of window, use hybrid approach (summarize old, keep recent)
- Switching behavior: Silent switching, no user notifications when changing models
- Failure handling: Auto-start LM Studio if needed, try next best model automatically
- Discretion: Claude determines capability tiers, compression algorithms, and degradation specifics
- Implementation: All three plans executed with comprehensive model switching, resource monitoring, and CLI interface
Phase 3 Complete (Resource Management)
- Proactive scaling strategy: Scale at 80% resource usage for upgrades, 90% for immediate degradation
- Hybrid monitoring: Combined continuous background monitoring with pre-flight checks for comprehensive coverage
- Graceful degradation: Complete current tasks before switching models to maintain user experience
- Stabilization periods: 5-minute cooldowns prevent model switching thrashing during volatile conditions
- Performance tracking: Use actual response times and failure rates for data-driven scaling decisions
- Implementation: ProactiveScaler integrated into ModelManager with seamless scaling callbacks
Recent Work
- 2026-01-26: Created comprehensive roadmap with 15 phases across v1.0, v1.1, v1.2
- 2026-01-27: Gathered Phase 1 context and created detailed execution plan (01-01-PLAN.md)
- 2026-01-27: Configured GSD workflow with MCP tools (Hugging Face, WebSearch)
- 2026-01-27: EXECUTED Phase 1, Plan 1 - Created LM Studio connectivity and resource monitoring foundation
- 2026-01-27: EXECUTED Phase 1, Plan 2 - Implemented conversation context management and memory system
- 2026-01-27: EXECUTED Phase 1, Plan 3 - Integrated intelligent model switching and CLI interface
- 2026-01-27: Phase 1 complete - all models interface and switching functionality implemented
- 2026-01-27: Phase 2 has 4 plans ready for execution
- 2026-01-27: EXECUTED Phase 2, Plan 01 - Created security assessment infrastructure with Bandit and Semgrep
- 2026-01-27: EXECUTED Phase 2, Plan 02 - Implemented Docker sandbox execution environment with resource limits
- 2026-01-27: EXECUTED Phase 2, Plan 03 - Created tamper-proof audit logging system with SHA-256 hash chains
- 2026-01-27: EXECUTED Phase 2, Plan 04 - Implemented safety system integration and comprehensive testing
- 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 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 complete - 4/4 plans finished.
Blockers & Concerns
None — all Phase 4 deliverables complete and verified. Memory and context management with progressive compression, JSON archival, smart retention, personality learning, and complete VectorStore implementation fully functional.
Configuration
Model Profile: budget (prioritize haiku for speed/cost) Workflow Toggles:
- Research: enabled
- Plan checking: enabled
- Verification: enabled
- Auto-push: enabled
MCP Integration:
- Hugging Face Hub: enabled (model discovery, datasets, papers)
- Web Research: enabled (current practices, architecture patterns)
Session Continuity
Last session: 2026-01-28T18:29:27Z Stopped at: Completed 04-06-PLAN.md Resume file: None