generated from coulomb/repo-seed
Add profile-driven lifecycle rules
This commit is contained in:
@@ -44,13 +44,14 @@ not what adjacent repositories may already provide.
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## Current Baseline - 2026-05-18
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Overall maturity: **4.3 / 5**
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Overall maturity: **4.4 / 5**
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The repo has crossed from intent-only into a working deterministic library
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foundation, a usable local runtime facade, a CLI, a file-backed local
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workspace, first-slice policy/review/audit gates, a concrete Markitect package
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bridge, deterministic activation quality helpers, and first-slice service
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readiness contracts with profile-driven runtime adapter resolution.
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readiness contracts with profile-driven runtime adapter resolution and
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profile-derived lifecycle rules.
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| Dimension | Current | Target | Evidence | Needed Next |
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| --- | ---: | ---: | --- | --- |
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@@ -58,18 +59,18 @@ readiness contracts with profile-driven runtime adapter resolution.
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| Package foundation | 4.0 | 4.0 | Python package, exports, runtime facade, CLI entrypoint, config, service contracts, dependency-light tests | Maintain public API compatibility as adapters expand. |
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| Profile contract ingress | 3.2 | 4.0 | Markitect-compatible profile loading, diagnostics, runtime envelopes, profile-derived runtime config, local adapter alias normalization | Add richer compatibility coverage. |
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| Graph/event contract ingress | 3.5 | 4.0 | Graph loading, edge endpoint diagnostics, event model, JSONL event log, export, repair diagnostics, service import/export contracts | Add broader external adapter fixtures. |
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| Phase domain model | 3.0 | 4.0 | Phases, memory kinds, lifecycle states, actions, explicit path records | Add profile-driven transition rule evaluation and migration semantics. |
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| Phase domain model | 3.4 | 4.0 | Phases, memory kinds, lifecycle states, actions, explicit path records, profile-derived transition rules | Add migration semantics. |
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| Profile execution planning | 3.8 | 4.0 | Adapter plan, capabilities, policy gates, fallback behavior, CLI output, snapshot fixture, service contract, config-driven local adapter resolution | Add external adapter injection coverage. |
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| Lifecycle planning | 3.0 | 4.0 | Transition, retention, refresh, compaction dry-run plans, review-gated local apply | Add profile-driven rule evaluation and service apply contracts. |
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| Lifecycle planning | 3.6 | 4.0 | Transition, retention, refresh, compaction dry-run plans, profile-driven lifecycle rules, review-gated local apply | Add service apply contracts and migration semantics. |
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| Activation planning | 3.8 | 5.0 | Budgeted selection, Markitect-compatible selection output, package request envelope, graph neighborhoods, event paths, ranking, metadata preservation, metrics | Add semantic-index adapters and broader evaluation corpora. |
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| Local persistence | 3.0 | 4.0 | Versioned local workspace, file-backed graph store, JSONL event log, JSONL audit sink | Add migration/repair utilities and stronger durability semantics. |
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| Policy and audit | 3.2 | 5.0 | Operation points, policy gateway checks, audit schema, review records, redaction, activation denials | Add external policy adapters and richer audit retention behavior. |
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| Observability and diagnostics | 3.5 | 4.0 | Planner diagnostics, runtime diagnostics, event log corruption checks, repair diagnostics, policy denial diagnostics, health envelopes, adapter status | Add production telemetry adapters. |
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| Markitect interop | 3.5 | 4.0 | Compatible contract ingress, optional validation boundary, enriched selection metadata, package request/response envelopes | Add live optional Markitect compiler adapter when available. |
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| Kontextual/Infospace interop | 2.5 | 4.0 | Boundaries documented, small derived fixtures, activation quality report fixture, Kontextual delegation envelope | Add live fake/real delegation adapters and broader Infospace reports. |
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| Testing and evaluation | 4.0 | 4.0 | 54 deterministic tests over planners, adapters, runtime envelopes, CLI, snapshots, file-store round trips, apply denial, review records, audit schema, policy redaction, Markitect bridge fixtures, retrieval, activation metrics, service contracts, config, health, conformance, and adapter resolution | Add broader evaluation corpora. |
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| Service readiness | 3.8 | 4.0 | Runtime ports, service contracts, config model, profile-derived adapter resolution, health checks, local service runner, adapter conformance helpers | Add framework-specific bindings and production adapter packs. |
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| Developer experience | 3.5 | 4.0 | README quick start, package map, runtime facade docs, CLI examples, local persistence guide, service adapter resolution docs | Add troubleshooting and richer examples. |
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| Testing and evaluation | 4.0 | 4.0 | 58 deterministic tests over planners, adapters, runtime envelopes, CLI, snapshots, file-store round trips, lifecycle rules, apply denial, review records, audit schema, policy redaction, Markitect bridge fixtures, retrieval, activation metrics, service contracts, config, health, conformance, and adapter resolution | Add broader evaluation corpora. |
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| Service readiness | 3.9 | 4.0 | Runtime ports, service contracts, config model, profile-derived adapter resolution, health checks, local service runner lifecycle support, adapter conformance helpers | Add framework-specific bindings and production adapter packs. |
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| Developer experience | 3.6 | 4.0 | README quick start, package map, runtime facade docs, CLI examples, local persistence guide, service adapter resolution docs, lifecycle rule docs | Add troubleshooting and richer examples. |
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## Progress Update - PMEM-WP-0002
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@@ -173,6 +174,26 @@ Remaining maturity blockers:
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- Optional framework-specific service bindings.
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- Production telemetry and audit retention integrations.
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## Progress Update - PMEM-WP-0009
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Closed on 2026-05-18:
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- Added `LifecycleRuleConfig` for profile-derived retention, transition,
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refresh, and compaction settings.
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- Added profile-derived retention planning.
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- Added review-gated phase transition rules from profile metadata.
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- Added `plan_lifecycle_from_profile(...)`.
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- Added `PhaseMemoryRuntime.plan_lifecycle_with_profile(...)`.
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- Added CLI `graph lifecycle --profile`.
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- Added lifecycle rule docs, README examples, and regression tests.
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Remaining maturity blockers:
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- Migration semantics for profile/rule changes over durable stores.
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- Service apply contracts.
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- Live external adapter implementations.
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- Broader evaluation corpora.
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## Progress Update - PMEM-WP-0004
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Closed on 2026-05-18:
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@@ -237,6 +258,7 @@ flowchart TD
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WP6["PMEM-WP-0006\nRetrieval and activation quality"]
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WP7["PMEM-WP-0007\nService readiness and adapters"]
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WP8["PMEM-WP-0008\nProfile-driven runtime config"]
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WP9["PMEM-WP-0009\nProfile-driven lifecycle rules"]
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WP1 --> WP2
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WP2 --> WP3
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@@ -252,6 +274,9 @@ flowchart TD
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WP3 --> WP8
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WP5 --> WP8
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WP7 --> WP8
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WP2 --> WP9
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WP4 --> WP9
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WP8 --> WP9
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```
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## Next Tracking Cadence
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118
workplans/PMEM-WP-0009-profile-driven-lifecycle-rules.md
Normal file
118
workplans/PMEM-WP-0009-profile-driven-lifecycle-rules.md
Normal file
@@ -0,0 +1,118 @@
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---
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id: PMEM-WP-0009
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type: workplan
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title: "Profile-Driven Lifecycle Rules"
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domain: markitect
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repo: phase-memory
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status: finished
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owner: codex
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topic_slug: phase-memory
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created: "2026-05-18"
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updated: "2026-05-18"
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---
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# PMEM-WP-0009: Profile-Driven Lifecycle Rules
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## Goal
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Let Markitect-compatible memory profiles drive lifecycle planning directly,
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instead of requiring every retention, refresh, compaction, and transition
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parameter to be passed by hand.
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This moves the phase domain model and lifecycle planning rows toward their
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target maturity by turning profile policy into executable dry-run behavior.
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## Current Evidence
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PMEM-WP-0008 added profile-derived runtime configuration. Lifecycle planning
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still depended on explicit CLI/runtime parameters for stale/delete thresholds,
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refresh digests, and compaction targets.
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## Non-Goals
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- Mutate durable lifecycle state automatically.
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- Add physical delete behavior.
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- Replace review gates for stabilization, rigid promotion, refresh, or
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compaction.
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- Build a profile migration engine.
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## Implementation Update - 2026-05-18
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Implemented the first profile-driven lifecycle rules slice:
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- Added `LifecycleRuleConfig` with retention, transition, refresh, and
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compaction rule extraction from `ProfileIntent` or mappings.
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- Added profile-derived retention planning.
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- Added profile metadata phase transition rules.
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- Added `plan_lifecycle_from_profile(...)`.
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- Added `PhaseMemoryRuntime.plan_lifecycle_with_profile(...)`.
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- Added CLI `graph lifecycle --profile`.
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- Added local service runner support for profile-driven lifecycle planning.
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- Added docs, README examples, and regression tests.
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## T01 - Add lifecycle rule config
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```task
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id: PMEM-WP-0009-T01
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status: done
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priority: high
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```
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Derive retention, transition, refresh, and compaction rule settings from a
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profile.
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## T02 - Plan retention from profile rules
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```task
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id: PMEM-WP-0009-T02
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status: done
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priority: high
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```
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Support default retention rules and node-kind-specific retention rules.
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## T03 - Plan phase transitions from profile metadata
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```task
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id: PMEM-WP-0009-T03
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status: done
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priority: medium
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```
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Support first-slice metadata transition rules with node kind, source phase,
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target phase, minimum age, and review-gated transition actions.
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## T04 - Wire runtime and CLI profile lifecycle planning
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```task
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id: PMEM-WP-0009-T04
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status: done
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priority: high
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```
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Expose profile-driven lifecycle planning through the runtime facade and CLI.
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Include local service runner handling for the same contract.
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## T05 - Document and test the rule path
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```task
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id: PMEM-WP-0009-T05
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status: done
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priority: medium
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```
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Add lifecycle rule docs, README examples, fixture coverage, transition rule
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coverage, and CLI regression coverage.
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## Acceptance Criteria
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- Profile retention rules can produce lifecycle actions.
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- Profile transition metadata can produce review-gated phase transitions.
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- Refresh and compaction remain deliberate caller/profile inputs.
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- Runtime and CLI envelopes expose the derived rule config.
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- Tests cover fixture-derived rules and explicit transition rules.
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## Closure Review - 2026-05-18
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Closed after adding executable profile lifecycle rules, runtime/CLI support,
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documentation, and deterministic regression tests.
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