Add profile-driven lifecycle rules

workplans/PMEM-MATURITY-SCORECARD.md

@@ -44,13 +44,14 @@ not what adjacent repositories may already provide.
 
 ## Current Baseline - 2026-05-18
 
-Overall maturity: **4.3 / 5**
+Overall maturity: **4.4 / 5**
 
 The repo has crossed from intent-only into a working deterministic library
 foundation, a usable local runtime facade, a CLI, a file-backed local
 workspace, first-slice policy/review/audit gates, a concrete Markitect package
 bridge, deterministic activation quality helpers, and first-slice service
-readiness contracts with profile-driven runtime adapter resolution.
+readiness contracts with profile-driven runtime adapter resolution and
+profile-derived lifecycle rules.
 
 | Dimension | Current | Target | Evidence | Needed Next |
 | --- | ---: | ---: | --- | --- |
@@ -58,18 +59,18 @@ readiness contracts with profile-driven runtime adapter resolution.
 | 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. |
 | 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. |
 | 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. |
-| 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. |
+| Phase domain model | 3.4 | 4.0 | Phases, memory kinds, lifecycle states, actions, explicit path records, profile-derived transition rules | Add migration semantics. |
 | 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. |
-| 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. |
+| 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. |
 | 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. |
 | 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. |
 | 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. |
 | 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. |
 | 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. |
 | 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. |
-| 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. |
-| 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. |
-| 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. |
+| 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. |
+| 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. |
+| 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. |
 
 ## Progress Update - PMEM-WP-0002
 
@@ -173,6 +174,26 @@ Remaining maturity blockers:
 - Optional framework-specific service bindings.
 - Production telemetry and audit retention integrations.
 
+## Progress Update - PMEM-WP-0009
+
+Closed on 2026-05-18:
+
+- Added `LifecycleRuleConfig` for profile-derived retention, transition,
+  refresh, and compaction settings.
+- Added profile-derived retention planning.
+- Added review-gated phase transition rules from profile metadata.
+- Added `plan_lifecycle_from_profile(...)`.
+- Added `PhaseMemoryRuntime.plan_lifecycle_with_profile(...)`.
+- Added CLI `graph lifecycle --profile`.
+- Added lifecycle rule docs, README examples, and regression tests.
+
+Remaining maturity blockers:
+
+- Migration semantics for profile/rule changes over durable stores.
+- Service apply contracts.
+- Live external adapter implementations.
+- Broader evaluation corpora.
+
 ## Progress Update - PMEM-WP-0004
 
 Closed on 2026-05-18:
@@ -237,6 +258,7 @@ flowchart TD
   WP6["PMEM-WP-0006\nRetrieval and activation quality"]
   WP7["PMEM-WP-0007\nService readiness and adapters"]
   WP8["PMEM-WP-0008\nProfile-driven runtime config"]
+  WP9["PMEM-WP-0009\nProfile-driven lifecycle rules"]
 
   WP1 --> WP2
   WP2 --> WP3
@@ -252,6 +274,9 @@ flowchart TD
   WP3 --> WP8
   WP5 --> WP8
   WP7 --> WP8
+  WP2 --> WP9
+  WP4 --> WP9
+  WP8 --> WP9
 ```
 
 ## Next Tracking Cadence