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Mai/.planning/REQUIREMENTS.md
Mai Development 3f41adff75 docs: establish fresh planning foundation with new features 
- Update PROJECT.md: Add Android, visualizer, and avatar to v1
- Update REQUIREMENTS.md: 99 requirements across 15 phases (fresh slate)
- Add comprehensive README.md with setup, architecture, and usage
- Add PROGRESS.md for Discord forum sharing
- Add .gitignore for Python/.venv and project artifacts
- Note: All development via Claude Code/OpenCode workflow
- Note: Python deps managed via .venv virtual environment

Core value: Mai is a real collaborator, not a tool. She learns from you,
improves herself, has boundaries and opinions, and becomes more *her* over time.

v1 includes: Model interface, Safety, Resources, Memory, Conversation,
CLI, Self-Improvement, Approval, Personality, Discord, Offline, Voice
Visualization, Avatar, Android App, Device Sync.
2026-01-26 23:21:40 -05:00

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Requirements: Mai

Core Requirements

  1. Autonomous Collaboration - Mai actively collaborates, not just responds
  2. Memory & Learning - Remembers conversations and learns patterns
  3. Personality & Boundaries - Has consistent personality with values
  4. Multi-Interface Operation - Works through CLI and Discord
  5. Code Self-Improvement - Analyzes and improves her own code
  6. Safety & Sandboxing - Generated code executes safely
  7. Local Operation - Functions completely offline with local models
  8. Version Control Integration - All changes tracked in git

Success Metrics

  • Conversational Intelligence: Multi-turn context, reasoning, clarifying questions
  • Autonomous Execution: Self-analysis, validation, auto-apply non-breaking changes
  • Personality Consistency: Core values maintained while learning user patterns
  • Safety Record: Zero unsafe code execution, comprehensive audit trail
  • Local Operation: Full offline capability with no cloud dependencies
  • User Trust: Transparent decision-making, approval workflows
  • Code Quality: Clean, maintainable, well-documented improvements

Technical Requirements

Model Interface

  • Local Models: Use Ollama for inference, support multiple model sizes
  • Resource Monitoring: CPU, RAM, GPU tracking with automatic model switching
  • Context Management: Intelligent compression to prevent context window overflow

Memory System

  • Persistent Storage: SQLite local storage with vector similarity search
  • Conversation Compression: AI-powered summarization with pattern preservation
  • Context Retrieval: Multi-faceted search with adaptive weighting

Safety System

  • Sandbox Execution: Docker containers with resource limits
  • Risk Analysis: Multi-level security assessment (LOW/MEDIUM/HIGH/BLOCKED)
  • Audit Logging: Complete execution history with tamper detection

Conversation Engine

  • Natural Timing: Human-like response delays (1-8 seconds)
  • Multi-turn Context: Maintain conversation flow across messages
  • Reasoning Transparency: Explain thinking when asked
  • Clarifying Questions: Proactive clarification for ambiguous requests
  • Complex Request Handling: Break down multi-step tasks

Self-Improvement System

  • Code Analysis: Continuous improvement opportunity detection
  • AST Validation: Syntax/import error catching before execution
  • Second Agent Review: Safety and breaking change detection
  • Trust Learning: User preference patterns for auto-approval

Approval Workflow

  • Review Process: All changes submitted for review before execution
  • User Approval: CLI and Discord approval mechanisms
  • Decision Recording: Approval decisions in git commit messages

Personality System

  • Core Personality: Unshakeable values and boundaries (code-enforced)
  • Learning Layers: Interaction-based personality adaptation
  • Values-Based Guardrails: Refusal capability for value violations
  • Persistent Configuration: Human-readable YAML configuration

CLI Interface

  • Command Line Interface: Start conversations from terminal
  • History Persistence: Session conversation memory
  • Status Indicators: Resource usage and processing state
  • Approval Integration: Code change approval workflow

Discord Interface

  • Bot Functionality: DM and channel support with context preservation
  • Approval Reactions: Thumbs up/down for change approval
  • Status Display: Processing indicators during generation
  • Fallback Mechanism: CLI usage when Discord unavailable

Offline Operations

  • Local-Only Operation: All inference and memory local
  • Model Localism: Use only local models, no cloud APIs
  • Offline Communication: Message queuing during connectivity loss

Quality Standards

  • Atomic Commits: Each change has clear purpose and description
  • Comprehensive Testing: Unit, integration, and end-to-end tests
  • Graceful Degradation: Fallback behaviors when optional dependencies missing
  • Performance Baselines: Response time, memory usage, and accuracy thresholds
  • Security First: Risk assessment before any code execution
  • User Experience: Natural interaction patterns with minimal friction

Non-Requirements

Out of scope for v1:

  • Web interface
  • Multi-user support
  • Cloud hosting
  • Enterprise features
  • Third-party integrations beyond Discord
  • Plugin system
  • API for external developers
  • Cloud sync/backup

Phase Boundary:

  • v1 Focus: Personal AI assistant for desktop and Android with visual presence
  • Local First: All data stored locally, no cloud dependencies
  • Privacy: User data never leaves local system
  • Cross-device: Sync between desktop and Android instances
  • Visual: Avatar and voice visualization for richer interaction

v1 Requirements Traceability

Model Interface & Switching (MODELS)

Requirement Phase Status Implementation Notes
MODELS-01 Phase 1 ✓ Complete
MODELS-02 Phase 1 ✓ Complete
MODELS-03 Phase 1 ✓ Complete
MODELS-04 Phase 1 ✓ Complete
MODELS-05 Phase 1 ✓ Complete
MODELS-06 Phase 1 ✓ Complete
MODELS-07 Phase 1 ✓ Complete

Safety & Sandboxing (SAFETY)

Requirement Phase Status Implementation Notes
SAFETY-01 Phase 2 ✓ Complete
SAFETY-02 Phase 2 ✓ Complete
SAFETY-03 Phase 2 ✓ Complete
SAFETY-04 Phase 2 ✓ Complete
SAFETY-05 Phase 2 ✓ Complete
SAFETY-06 Phase 2 ✓ Complete
SAFETY-07 Phase 2 ✓ Complete
SAFETY-08 Phase 2 ✓ Complete

Resource Management (RESOURCES)

Requirement Phase Status Implementation Notes
RESOURCES-01 Phase 3 ✓ Complete
RESOURCES-02 Phase 3 ✓ Complete
RESOURCES-03 Phase 3 ✓ Complete
RESOURCES-04 Phase 3 ✓ Complete
RESOURCES-05 Phase 3 ✓ Complete
RESOURCES-06 Phase 3 ✓ Complete

Memory System (MEMORY)

Requirement Phase Status Implementation Notes
MEMORY-01 Phase 4 ✓ Complete
MEMORY-02 Phase 4 ✓ Complete
MEMORY-03 Phase 4 ✓ Complete
MEMORY-04 Phase 4 ✓ Complete
MEMORY-05 Phase 4 ✓ Complete
MEMORY-06 Phase 4 ✓ Complete
MEMORY-07 Phase 4 ✓ Complete
MEMORY-08 Phase 4 ✓ Complete

Conversation Engine (CONVERSATION)

Requirement Phase Status Implementation Notes
CONVERSATION-01 Phase 5 ✓ Complete
CONVERSATION-02 Phase 5 ✓ Complete
CONVERSATION-03 Phase 5 ✓ Complete
CONVERSATION-04 Phase 5 ✓ Complete
CONVERSATION-05 Phase 5 ✓ Complete
CONVERSATION-06 Phase 5 ✓ Complete
CONVERSATION-07 Phase 5 ✓ Complete
CONVERSATION-08 Phase 5 ✓ Complete
CONVERSATION-09 Phase 5 ✓ Complete

CLI Interface (CLI)

Requirement Phase Status Implementation Notes
CLI-01 Phase 6 Pending
CLI-02 Phase 6 Pending
CLI-03 Phase 6 Pending
CLI-04 Phase 6 Pending
CLI-05 Phase 6 Pending
CLI-06 Phase 6 Pending
CLI-07 Phase 6 Pending
CLI-08 Phase 6 Pending

Self-Improvement (SELFMOD)

Requirement Phase Status Implementation Notes
SELFMOD-01 Phase 7 Pending
SELFMOD-02 Phase 7 Pending
SELFMOD-03 Phase 7 Pending
SELFMOD-04 Phase 7 Pending
SELFMOD-05 Phase 7 Pending
SELFMOD-06 Phase 7 Pending
SELFMOD-07 Phase 7 Pending
SELFMOD-08 Phase 7 Pending
SELFMOD-09 Phase 7 Pending
SELFMOD-10 Phase 7 Pending

Approval Workflow (APPROVAL)

Requirement Phase Status Implementation Notes
APPROVAL-01 Phase 8 Pending
APPROVAL-02 Phase 8 Pending
APPROVAL-03 Phase 8 Pending
APPROVAL-04 Phase 8 Pending
APPROVAL-05 Phase 8 Pending
APPROVAL-06 Phase 8 Pending
APPROVAL-07 Phase 8 Pending
APPROVAL-08 Phase 8 Pending
APPROVAL-09 Phase 8 Pending

Personality System (PERSONALITY)

Requirement Phase Status Implementation Notes
PERSONALITY-01 Phase 9 Pending
PERSONALITY-02 Phase 9 Pending
PERSONALITY-03 Phase 9 Pending
PERSONALITY-04 Phase 9 Pending
PERSONALITY-05 Phase 9 Pending
PERSONALITY-06 Phase 9 Pending
PERSONALITY-07 Phase 9 Pending
PERSONALITY-08 Phase 9 Pending

Discord Interface (DISCORD)

Requirement Phase Status Implementation Notes
DISCORD-01 Phase 10 Pending
DISCORD-02 Phase 10 Pending
DISCORD-03 Phase 10 Pending
DISCORD-04 Phase 10 Pending
DISCORD-05 Phase 10 Pending
DISCORD-06 Phase 10 Pending
DISCORD-07 Phase 10 Pending
DISCORD-08 Phase 10 Pending
DISCORD-09 Phase 10 Pending
DISCORD-10 Phase 10 Pending

Offline Operations (OFFLINE)

Requirement Phase Status Implementation Notes
OFFLINE-01 Phase 11 Pending
OFFLINE-02 Phase 11 Pending
OFFLINE-03 Phase 11 Pending
OFFLINE-04 Phase 11 Pending
OFFLINE-05 Phase 11 Pending
OFFLINE-06 Phase 11 Pending
OFFLINE-07 Phase 11 Pending

Voice Visualization (VISUAL)

Requirement Phase Status Implementation Notes
VISUAL-01 Phase 12 Pending
VISUAL-02 Phase 12 Pending
VISUAL-03 Phase 12 Pending
VISUAL-04 Phase 12 Pending
VISUAL-05 Phase 12 Pending

Desktop Avatar (AVATAR)

Requirement Phase Status Implementation Notes
AVATAR-01 Phase 13 Pending
AVATAR-02 Phase 13 Pending
AVATAR-03 Phase 13 Pending
AVATAR-04 Phase 13 Pending
AVATAR-05 Phase 13 Pending
AVATAR-06 Phase 13 Pending

Android App (ANDROID)

Requirement Phase Status Implementation Notes
ANDROID-01 Phase 14 Pending
ANDROID-02 Phase 14 Pending
ANDROID-03 Phase 14 Pending
ANDROID-04 Phase 14 Pending
ANDROID-05 Phase 14 Pending
ANDROID-06 Phase 14 Pending
ANDROID-07 Phase 14 Pending
ANDROID-08 Phase 14 Pending
ANDROID-09 Phase 14 Pending
ANDROID-10 Phase 14 Pending

Device Synchronization (SYNC)

Requirement Phase Status Implementation Notes
SYNC-01 Phase 15 Pending
SYNC-02 Phase 15 Pending
SYNC-03 Phase 15 Pending
SYNC-04 Phase 15 Pending
SYNC-05 Phase 15 Pending
SYNC-06 Phase 15 Pending

Validation

  • Total v1 requirements: 99 (74 core + 25 new features)
  • Mapped to phases: 99
  • Unmapped: 0 ✓
  • Coverage: 100%

Requirements defined: 2026-01-24 Last updated: 2026-01-26 - reset to fresh slate with Android, visualizer, and avatar features

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