Files
Mai/.planning/STATE.md
Mai Development 8969d382a9 docs(04-07): complete metadata integration plan
Tasks completed: 2/2
- Implemented get_conversation_metadata method in SQLiteManager
- Integrated metadata access in ContextAwareSearch

SUMMARY: .planning/phases/04-memory-context-management/04-07-SUMMARY.md
2026-01-28 13:17:29 -05:00

5.5 KiB

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 4 of 4 in current phase
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 3 deliverables complete and verified. Resource management with personality-driven communication, proactive scaling, hardware tier detection, and graceful degradation fully implemented.


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: 2026-01-28T04:58:02Z Stopped at: Completed 04-03-PLAN.md Resume file: None