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Mai/.planning/STATE.md

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Project State & Progress

Last Updated: 2026-01-28 Current Status: Phase 4 complete with gap closure - all personality learning gaps fixed and verified


Current Position

Aspect Value
Milestone v1.0 Core (Phases 1-5)
Current Phase 04: Memory & Context Management
Current Plan Complete (Phase 4 gap closure finished)
Overall Progress 5/15 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
  • 2026-01-28: EXECUTED Phase 4, Gap Closure Plan 1 - Fixed missing AdaptationRate import for PersonalityLearner initialization
  • 2026-01-28: EXECUTED Phase 4, Gap Closure Plan 2 - Implemented SQLiteManager methods (get_conversations_by_date_range, get_conversation_messages) for personality learning data pipeline

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 — Phase 4 complete with all gaps closed. Memory and context management with progressive compression, JSON archival, smart retention, personality learning with pattern extraction and layer creation, and complete VectorStore implementation fully functional. All personality learning gaps fixed and verified.

Phase 4 Final Status: ✓ COMPLETE (16/16 must-haves verified, verification score 100%)


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