Add profile-driven lifecycle rules

2026-05-18 22:20:14 +02:00
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+---
+id: PMEM-WP-0009
+type: workplan
+title: "Profile-Driven Lifecycle Rules"
+domain: markitect
+repo: phase-memory
+status: finished
+owner: codex
+topic_slug: phase-memory
+created: "2026-05-18"
+updated: "2026-05-18"
+---
+
+# PMEM-WP-0009: Profile-Driven Lifecycle Rules
+
+## Goal
+
+Let Markitect-compatible memory profiles drive lifecycle planning directly,
+instead of requiring every retention, refresh, compaction, and transition
+parameter to be passed by hand.
+
+This moves the phase domain model and lifecycle planning rows toward their
+target maturity by turning profile policy into executable dry-run behavior.
+
+## Current Evidence
+
+PMEM-WP-0008 added profile-derived runtime configuration. Lifecycle planning
+still depended on explicit CLI/runtime parameters for stale/delete thresholds,
+refresh digests, and compaction targets.
+
+## Non-Goals
+
+- Mutate durable lifecycle state automatically.
+- Add physical delete behavior.
+- Replace review gates for stabilization, rigid promotion, refresh, or
+  compaction.
+- Build a profile migration engine.
+
+## Implementation Update - 2026-05-18
+
+Implemented the first profile-driven lifecycle rules slice:
+
+- Added `LifecycleRuleConfig` with retention, transition, refresh, and
+  compaction rule extraction from `ProfileIntent` or mappings.
+- Added profile-derived retention planning.
+- Added profile metadata phase transition rules.
+- Added `plan_lifecycle_from_profile(...)`.
+- Added `PhaseMemoryRuntime.plan_lifecycle_with_profile(...)`.
+- Added CLI `graph lifecycle --profile`.
+- Added local service runner support for profile-driven lifecycle planning.
+- Added docs, README examples, and regression tests.
+
+## T01 - Add lifecycle rule config
+
+```task
+id: PMEM-WP-0009-T01
+status: done
+priority: high
+```
+
+Derive retention, transition, refresh, and compaction rule settings from a
+profile.
+
+## T02 - Plan retention from profile rules
+
+```task
+id: PMEM-WP-0009-T02
+status: done
+priority: high
+```
+
+Support default retention rules and node-kind-specific retention rules.
+
+## T03 - Plan phase transitions from profile metadata
+
+```task
+id: PMEM-WP-0009-T03
+status: done
+priority: medium
+```
+
+Support first-slice metadata transition rules with node kind, source phase,
+target phase, minimum age, and review-gated transition actions.
+
+## T04 - Wire runtime and CLI profile lifecycle planning
+
+```task
+id: PMEM-WP-0009-T04
+status: done
+priority: high
+```
+
+Expose profile-driven lifecycle planning through the runtime facade and CLI.
+Include local service runner handling for the same contract.
+
+## T05 - Document and test the rule path
+
+```task
+id: PMEM-WP-0009-T05
+status: done
+priority: medium
+```
+
+Add lifecycle rule docs, README examples, fixture coverage, transition rule
+coverage, and CLI regression coverage.
+
+## Acceptance Criteria
+
+- Profile retention rules can produce lifecycle actions.
+- Profile transition metadata can produce review-gated phase transitions.
+- Refresh and compaction remain deliberate caller/profile inputs.
+- Runtime and CLI envelopes expose the derived rule config.
+- Tests cover fixture-derived rules and explicit transition rules.
+
+## Closure Review - 2026-05-18
+
+Closed after adding executable profile lifecycle rules, runtime/CLI support,
+documentation, and deterministic regression tests.