Files
Mai/.planning/STATE.md
Mai Development bb7205223d docs(04-02): complete memory retrieval system plan
Tasks completed: 2/2
- Semantic search with sentence-transformers embeddings
- Context-aware search with topic-based prioritization
- Timeline search with date filtering and temporal proximity
- Enhanced MemoryManager with unified search interface

SUMMARY: .planning/phases/04-memory-context-management/04-02-SUMMARY.md
Updated STATE.md progress to 2/4 in Phase 4
2026-01-27 23:28:42 -05:00

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# Project State & Progress
**Last Updated:** 2026-01-27
**Current Status:** Phase 3 Plan 3 complete - proactive scaling with hybrid monitoring implemented
---
## Current Position
| Aspect | Value |
|--------|-------|
| **Milestone** | v1.0 Core (Phases 1-5) |
| **Current Phase | 04: Memory & Context Management |
| **Current Plan** | 2 of 4 in current phase |
| **Overall Progress** | 3/15 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
---
## What's Next
Phase 4-02 complete: Memory retrieval system with semantic search, context-aware prioritization, and timeline filtering implemented.
Ready for Phase 4-03: Progressive compression and JSON archival.
Phase 4-02 requirements:
- Semantic search using sentence-transformers ✓
- Context-aware search with topic prioritization ✓
- Timeline search with date-range filtering ✓
- Hybrid search combining multiple strategies ✓
- Memory manager unified search interface ✓
Status: Phase 4 in progress - 2 of 4 plans complete.
---
## 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: 2026-01-28T04:25:55Z
Stopped at: Completed 04-02-PLAN.md
Resume file: None