Mai/.planning/phases/03-resource-management/03-03-PLAN.md

---
phase: 03-resource-management
plan: 03
type: execute
wave: 2
depends_on: [03-01, 03-02]
files_modified: [src/resource/scaling.py, src/models/model_manager.py]
autonomous: true
user_setup: []

must_haves:
  truths:
    - "Proactive scaling prevents performance degradation before it impacts users"
    - "Hybrid monitoring combines continuous checks with pre-flight validation"
    - "Graceful degradation completes current tasks before model switching"
  artifacts:
    - path: "src/resource/scaling.py"
      provides: "Proactive scaling algorithms with hybrid monitoring"
      min_lines: 150
    - path: "src/models/model_manager.py"
      provides: "Enhanced model manager with proactive scaling integration"
      contains: "ProactiveScaler"
      min_lines: 650
  key_links:
    - from: "src/resource/scaling.py"
      to: "src/models/resource_monitor.py"
      via: "Resource monitoring for scaling decisions"
      pattern: "ResourceMonitor"
    - from: "src/resource/scaling.py"
      to: "src/resource/tiers.py"
      via: "Hardware tier-based scaling thresholds"
      pattern: "HardwareTierDetector"
    - from: "src/models/model_manager.py"
      to: "src/resource/scaling.py"
      via: "Proactive scaling integration"
      pattern: "ProactiveScaler"
---

<objective>
Implement proactive scaling algorithms that combine continuous background monitoring with pre-flight checks to prevent performance degradation before it impacts users, with graceful degradation cascades and stabilization periods.

Purpose: Enable Mai to anticipate resource constraints and scale models proactively while maintaining smooth user experience.
Output: Proactive scaling system with hybrid monitoring, graceful degradation, and intelligent stabilization.
</objective>

<execution_context>
@~/.opencode/get-shit-done/workflows/execute-plan.md
@~/.opencode/get-shit-done/templates/summary.md
</execution_context>

<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/STATE.md

# Enhanced components from previous plans
@src/models/resource_monitor.py
@src/resource/tiers.py

# Research-based scaling patterns
@.planning/phases/03-resource-management/03-RESEARCH.md
</context>

<tasks>

<task type="auto">
  <name>Implement ProactiveScaler class</name>
  <files>src/resource/scaling.py</files>
  <action>Create the ProactiveScaler class implementing hybrid monitoring and proactive scaling:

1. **Hybrid Monitoring Architecture:**
   - Continuous background monitoring thread/task
   - Pre-flight checks before each model operation
   - Resource trend analysis with configurable windows
   - Performance metrics tracking (response times, failure rates)

2. **Proactive Scaling Logic:**
   - Scale at 80% resource usage (configurable per tier)
   - Consider overall system load context
   - Implement stabilization periods (5 minutes for upgrades)
   - Prevent thrashing with hysteresis

3. **Graceful Degradation Cascade:**
   - Complete current task at lower quality
   - Switch to smaller model after completion
   - Notify user of capability changes
   - Suggest resource optimizations

4. **Key Methods:**
   - start_continuous_monitoring(): Background monitoring loop
   - check_preflight_resources(): Quick validation before operations
   - analyze_resource_trends(): Predictive scaling decisions
   - initiate_graceful_degradation(): Controlled capability reduction
   - should_upgrade_model(): Check if resources allow upgrade

5. **Integration Points:**
   - Use enhanced ResourceMonitor for accurate metrics
   - Use HardwareTierDetector for tier-specific thresholds
   - Provide callbacks for model switching
   - Log scaling decisions with context

Include proper async handling for background monitoring and thread-safe state management.</action>
  <verify>python -c "from src.resource.scaling import ProactiveScaler; ps = ProactiveScaler(); print('ProactiveScaler initialized:', hasattr(ps, 'check_preflight_resources'))" confirms the class structure</verify>
  <done>ProactiveScaler implements hybrid monitoring with graceful degradation</done>
</task>

<task type="auto">
  <name>Integrate proactive scaling into ModelManager</name>
  <files>src/models/model_manager.py</files>
  <action>Enhance ModelManager to integrate proactive scaling:

1. **Add ProactiveScaler Integration:**
   - Import and initialize ProactiveScaler in __init__
   - Start continuous monitoring on initialization
   - Pass resource monitor and tier detector references

2. **Enhance generate_response with Proactive Scaling:**
   - Add pre-flight resource check before generation
   - Implement graceful degradation if resources constrained
   - Use proactive scaling recommendations for model selection
   - Track performance metrics for scaling decisions

3. **Update Model Selection Logic:**
   - Incorporate tier-based preferences
   - Use scaling thresholds from HardwareTierDetector
   - Factor in trend analysis predictions
   - Apply stabilization periods for upgrades

4. **Add Resource-Constrained Handling:**
   - Complete current response with smaller model if needed
   - Switch models proactively based on scaling predictions
   - Handle resource exhaustion gracefully
   - Maintain conversation context through switches

5. **Performance Tracking:**
   - Track response times and failure rates
   - Monitor resource usage during generation
   - Feed metrics back to ProactiveScaler
   - Adjust scaling behavior based on observed performance

6. **Cleanup and Shutdown:**
   - Stop continuous monitoring in shutdown()
   - Clean up scaling state and resources
   - Log scaling decisions and outcomes

Ensure backward compatibility and maintain silent switching behavior per Phase 1 decisions.</action>
  <verify>python -c "from src.models.model_manager import ModelManager; mm = ModelManager(); print('Proactive scaling integrated:', hasattr(mm, '_proactive_scaler'))" confirms integration</verify>
  <done>ModelManager integrates proactive scaling for intelligent resource management</done>
</task>

</tasks>

<verification>
Test proactive scaling behavior under various scenarios:
- Gradual resource increase (should detect and upgrade after stabilization)
- Sudden resource decrease (should immediately degrade gracefully)
- Stable resource usage (should not trigger unnecessary switches)
- Mixed workload patterns (should adapt scaling thresholds appropriately)

Verify stabilization periods prevent thrashing and graceful degradation maintains user experience.
</verification>

<success_criteria>
ProactiveScaler successfully combines continuous monitoring with pre-flight checks, implements graceful degradation cascades, respects stabilization periods, and integrates seamlessly with ModelManager for intelligent resource management.
</success_criteria>

<output>
After completion, create `.planning/phases/03-resource-management/03-03-SUMMARY.md`
</output>