generated from coulomb/repo-seed
session-memory Phase 2: Solution Pattern schema (T01)
Curate package scaffold + flavor-agnostic SolutionPattern artifact with separate per-flavor rendering hints (OQ4): Resolution/Scope/Provenance sub-records, stable source-key id, semver bump helper, deterministic round-trip serialization. 7 new tests; suite 47/47 green. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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workplans/AGENTIC-WP-0004-session-memory-phase2.md
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workplans/AGENTIC-WP-0004-session-memory-phase2.md
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---
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id: AGENTIC-WP-0004
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type: workplan
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title: "Coding Session Memory — Phase 2 (Curate: review workflow + Pattern Catalog)"
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domain: helix_forge
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repo: agentic-resources
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status: ready
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owner: codex
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topic_slug: helix-forge
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created: "2026-06-06"
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updated: "2026-06-06"
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state_hub_workstream_id: "b3703684-f60e-42f3-b03e-dabe3e8ce3f4"
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---
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# Coding Session Memory — Phase 2 (Curate)
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Implements the **Curate** phase (PRD §6.3, FR-U1–FR-U4) of
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[PRD-helix-forge](../docs/PRD-helix-forge.md), continuing
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[AGENTIC-WP-0003](AGENTIC-WP-0003-session-memory-phase1.md) (Detect).
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Phase 1 surfaces ranked **candidate** problem/success patterns with evidence
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(`python -m session_memory.detect --json`, persisted to the Tier 2 `patterns`
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table by `detect/cluster.py::Pattern`). Phase 2 turns those candidates into
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**reviewed, versioned Solution Patterns** held in an in-repo **Pattern Catalog**
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— the source of truth that Phase 3 (Distribute) renders into per-flavor artifacts.
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Design boundary (ADR-001 / PRD §9): the catalog is **files-first** — solution
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patterns originate as versioned files in this repo; the State Hub indexes them and
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records each promote/reject as an auditable decision. The agnostic core stays
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flavor-neutral; per-flavor knowledge lives only in **rendering hints** consumed
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later by distributor adapters (PRD §6.4 / FR-A2). New code lands under a new
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`session_memory/curate/` package, mirroring the `detect/` layout from Phase 1.
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Relevant design open questions this phase resolves: **OQ4** (one agnostic
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representation that still gives distributors enough to render natively), **OQ5**
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(minimum trustworthy evidence bar before a pattern is distribution-eligible),
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**OQ6** (preventing pattern bloat / context-budget degradation).
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## Solution Pattern Schema + Per-Flavor Rendering Hints
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```task
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id: AGENTIC-WP-0004-T01
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status: done
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priority: high
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state_hub_task_id: "c6d20bb6-7b6c-48fd-bd25-30a349514f41"
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```
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Define the agnostic **Solution Pattern** artifact (FR-U2, OQ4) in
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`session_memory/curate/schema.py`: stable id, name, semantic `version`, problem
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description, one or more recommended resolutions, applicability scope
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(repos/domains/flavors), provenance (source candidate `key` + an evidence
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snapshot copied from the detect `Pattern`), and **per-flavor rendering hints**
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kept in a separate sub-structure so the core stays flavor-agnostic while
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distributors get enough to render high-quality native artifacts. Dataclass +
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deterministic serialization (sorted keys), reusing the `Pattern.to_dict()`
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contract for the embedded evidence. Unit-tested for round-trip stability.
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## Versioned Pattern Catalog Store (files-first)
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```task
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id: AGENTIC-WP-0004-T02
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status: todo
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priority: high
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state_hub_task_id: "d40c7810-fd1e-4b14-8577-b8a64ddd337b"
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```
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Implement the in-repo **Pattern Catalog** as the source of truth (FR-U3, ADR-001)
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in `session_memory/curate/catalog.py`: versioned solution-pattern files under a
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catalog dir (e.g. `session_memory/catalog/<pattern-id>.json`), stable IDs, a
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version bump on edit (supersede-in-place with history preserved), and
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load/save/list with **dedup on pattern identity** (the source candidate key).
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Files originate work; the hub indexes them. Verify save→load is lossless and
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re-saving an unchanged pattern is a no-op (no spurious version bump).
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## Review Workflow (discuss / approve / reject → promote)
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```task
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id: AGENTIC-WP-0004-T03
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status: todo
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priority: high
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state_hub_task_id: "e303d01f-564e-4499-9ce5-22cf959ed84c"
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```
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Implement the curation workflow (FR-U1/FR-U2) in
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`session_memory/curate/review.py`: load Phase 1 detect candidates with their
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evidence (cross-flavor first), present each candidate, accept a
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**discuss/approve/reject** action, and on **approve** promote the candidate into
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a Solution Pattern written to the catalog (T02) with default rendering-hint
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stubs the reviewer can refine. Re-review is **idempotent**: candidates already
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promoted are matched on source key and updated in place, never duplicated; a
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prior reject is remembered so it is not re-surfaced unless evidence changed.
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## Promotion Evidence-Bar + Bloat Guard
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```task
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id: AGENTIC-WP-0004-T04
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status: todo
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priority: medium
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state_hub_task_id: "d474425d-18af-48e4-8f5b-7716b2da0057"
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```
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Gate promotion on a **minimum trustworthy evidence threshold** (OQ5):
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configurable floors on `frequency`, distinct supporting sessions, and — for
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*distribution-eligible* patterns — `cross_flavor` and/or a `cost_impact` floor.
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Candidates below the bar can be cataloged as `provisional` but not marked
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distribution-ready. Add a **bloat guard** (OQ6): flag low-value or
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near-duplicate patterns (same locus/signal-type already cataloged) so the
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catalog stays lean and agent context budgets are protected. Knobs live in
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`config.toml` alongside the existing retention/detect settings.
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## State Hub Decision Integration
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```task
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id: AGENTIC-WP-0004-T05
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status: todo
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priority: medium
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state_hub_task_id: "449f12d4-fae0-450d-873f-143b3a570b5a"
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```
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Record every promote/reject as an **auditable hub decision** (FR-U4) via the
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decision API (`record_decision` / `resolve_decision`), capturing rationale, the
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source candidate key, and the evidence snapshot. **Degrade gracefully** when the
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hub API is down — queue decisions locally and sync later (mirrors Phase 1's
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after-the-fact status sync, recorded in the milestone for `055713a`). Keep the
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hub a read model: the catalog file is the durable artifact; the decision is the
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audit trail.
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## Curate Entrypoint (`python -m session_memory.curate`)
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```task
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id: AGENTIC-WP-0004-T06
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status: todo
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priority: medium
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state_hub_task_id: "95d7747e-8407-41af-9a60-b919a4ee5e06"
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```
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Add a `session_memory/curate/__main__.py` entrypoint consuming detect candidates
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(ranked cross-flavor first): an **interactive** review mode plus a
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**batch/non-interactive** mode (e.g. `--auto-approve` above the evidence bar, for
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kaizen-agent review). Emits a **catalog diff summary** (added / version-bumped /
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rejected) and machine-readable JSON. Document usage in `session_memory/README.md`
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next to the existing `detect` instructions, including the
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detect → curate → (Phase 3) distribute flow.
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## Tests + Verify Against Live Phase 1 Candidates
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```task
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id: AGENTIC-WP-0004-T07
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status: todo
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priority: medium
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state_hub_task_id: "20407007-0a8b-4999-a470-fa3c84e17eba"
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```
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Unit tests for schema/catalog/review/gating on synthetic candidates, plus an
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**end-to-end** run that promotes at least one **real cross-flavor** candidate from
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the live detect output (the Claude+Grok "clean pass" / "abandoned" patterns from
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the WP-0003 verification) into the catalog and confirms a hub decision is logged
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(or queued if the API is down). Confirm catalog round-trips and versioning is
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idempotent on re-run. Refresh design open questions **OQ4/OQ5/OQ6** in
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[DESIGN-session-memory.md](../docs/DESIGN-session-memory.md). After workplan file
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updates, notify the custodian operator to run from `~/state-hub`:
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```bash
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make fix-consistency REPO=agentic-resources
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```
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