---
id: PMEM-MATURITY-SCORECARD
type: scorecard
title: "Phase Memory Maturity Scorecard"
domain: markitect
repo: phase-memory
status: active
owner: phase-memory
created: "2026-05-18"
updated: "2026-05-18"
state_hub_workstream_id: "e82b1c2d-0c5e-47d3-9627-f85e7173dcbe"
---

# Phase Memory Maturity Scorecard

## Purpose

Track progress from the current foundation toward the full `INTENT.md` vision:
a profile-driven, phase-aware memory infrastructure layer for agentic systems.

This scorecard is intentionally practical. It scores what exists in this repo,
not what adjacent repositories may already provide.

## Scoring Scale

| Score | Meaning |
| --- | --- |
| 0 | Not started. |
| 1 | Intent or docs exist, but no executable behavior. |
| 2 | Deterministic local library slice exists with tests. |
| 3 | Usable local runtime or CLI exists with stable envelopes. |
| 4 | Integration-ready with policy, persistence, interop, and evaluation coverage. |
| 5 | Service-ready and operationally mature with adapter conformance and diagnostics. |

## Milestone Ladder

| Milestone | Target State | Primary Workplans |
| --- | --- | --- |
| M1 | Foundation complete: domain model, contract ingress, dry-run planners, ports, tests. | PMEM-WP-0001 |
| M2 | Usable local runtime: facade, CLI, stable JSON envelopes, local file persistence. | PMEM-WP-0002, PMEM-WP-0003 |
| M3 | Governed interop runtime: review gates, audit, policy-aware activation, Markitect package bridge. | PMEM-WP-0004, PMEM-WP-0005 |
| M4 | Evaluated activation memory: graph neighborhoods, event paths, ranking, quality metrics. | PMEM-WP-0006 |
| M5 | Service-ready adapter layer: service contracts, config, health, external adapter conformance. | PMEM-WP-0007 |

## Current Baseline - 2026-05-18

Overall maturity: **4.2 / 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.

| Dimension | Current | Target | Evidence | Needed Next |
| --- | ---: | ---: | --- | --- |
| Intent and boundaries | 4.0 | 5.0 | `INTENT.md`, `SCOPE.md`, `README.md`, architecture doc, PMEM-WP-0001 closure | Keep boundaries current as runtime behavior expands. |
| 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 | 2.5 | 4.0 | Markitect-compatible profile loading, diagnostics, runtime envelopes | Add profile-driven runtime configuration and 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. |
| Profile execution planning | 3.5 | 4.0 | Adapter plan, capabilities, policy gates, fallback behavior, CLI output, snapshot fixture, service contract | Add external config-driven adapter resolution. |
| 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. |
| 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 | 51 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, and conformance | Add broader evaluation corpora. |
| Service readiness | 3.5 | 4.0 | Runtime ports, service contracts, config model, health checks, local service runner, adapter conformance helpers | Add framework-specific bindings and production adapter packs. |
| Developer experience | 3.3 | 4.0 | README quick start, package map, runtime facade docs, CLI examples, local persistence guide | Add troubleshooting and richer examples. |

## Progress Update - PMEM-WP-0002

Closed on 2026-05-18:

- Added `PhaseMemoryRuntime` as the local application facade.
- Added JSON runtime envelopes with policy decisions, audit receipts,
  diagnostics, dry-run flags, operation ids, and source references.
- Added `phase-memory` console script metadata and CLI commands for profile
  planning, graph lifecycle planning, and graph activation planning.
- Added snapshot fixtures for profile-plan and activation-plan envelope shapes.
- Updated local usage and architecture docs.

Remaining maturity blockers:

- File-backed persistence and event path runtime.
- Review-gated apply behavior.
- Policy enforcement and redaction beyond the allow-all local adapter.
- Stronger Markitect compiler/validation bridge.
- Activation quality evaluation.
- Service contracts and external adapter conformance.

## Progress Update - PMEM-WP-0003

Closed on 2026-05-18:

- Added a versioned local file-backed workspace layout.
- Added deterministic file-backed profile, node, edge, and path storage.
- Added append-only JSONL event and audit adapters.
- Added graph export, event replay, and repair diagnostics.
- Added explicit conversational path records and path-event helpers.
- Added review-gated lifecycle apply behavior for local stores.
- Added store import/export/repair CLI coverage and local persistence docs.

Remaining maturity blockers:

- Policy operation vocabulary and review records.
- Activation-time policy checks and redaction.
- Stable audit event schema.
- Markitect compiler/validation bridge.
- Activation quality metrics.
- Service readiness and external adapter conformance.

## Progress Update - PMEM-WP-0006

Closed on 2026-05-18:

- Added deterministic graph-neighborhood retrieval.
- Added event-path selection from structured memory paths.
- Added candidate scoring and explanation reasons.
- Added pluggable token estimator protocol with deterministic word-count
  default.
- Added activation quality report metrics and fixture.
- Documented retrieval and evaluation behavior.

Remaining maturity blockers:

- Service API contracts.
- Runtime configuration model.
- Health diagnostics.
- External adapter conformance tests.
- Kontextual delegation adapter design.

## Progress Update - PMEM-WP-0007

Closed on 2026-05-18:

- Added service operation contract catalog.
- Added runtime configuration model.
- Added health reports and adapter status diagnostics.
- Added local service runner shape without framework dependency.
- Added adapter conformance helpers.
- Added Kontextual delegation envelope.
- Documented deployment modes.

Remaining maturity blockers:

- Live external adapter implementations.
- Broader evaluation corpora.
- Optional framework-specific service bindings.
- Production telemetry and audit retention integrations.

## Progress Update - PMEM-WP-0004

Closed on 2026-05-18:

- Added canonical memory operation policy points.
- Added review records and deterministic review ids.
- Added stable audit event schema `phase_memory.audit.event.v1`.
- Added review-record enforcement for lifecycle apply.
- Added activation policy checks for labels, denied labels, trust zones,
  secrets, reauthorization, and freshness.
- Added deterministic redaction records and diagnostics for denied activation
  items.
- Added policy/audit documentation.

Remaining maturity blockers:

- Optional Markitect validation and package compiler bridge.
- Activation ranking and evaluation metrics.
- Service contracts, health diagnostics, and external adapter conformance.

## Progress Update - PMEM-WP-0005

Closed on 2026-05-18:

- Added Markitect package request and response envelopes.
- Added local and optional Markitect validation adapter boundary.
- Preserved selected item source spans, provenance, confidence, freshness,
  namespace, policy metadata, and selection reasons through activation.
- Added compatibility fixtures and tests for invalid contracts, activation
  package requests, and opaque package responses.
- Documented the Markitect boundary.

Remaining maturity blockers:

- Graph-neighborhood retrieval and event-path activation.
- Ranking signals and token accounting.
- Activation quality metrics and evaluation fixtures.
- Service readiness and external adapter conformance.

## Score Movement Rules

A dimension should move up only when executable behavior and tests exist.
Documentation alone can justify score 1, but not score 2 or higher.

Suggested gates:

- Move to 3 when the behavior is usable through the runtime facade or CLI.
- Move to 4 when the behavior has policy, persistence, interop, and regression
  coverage appropriate to its risk.
- Move to 5 when the behavior has service contracts, health diagnostics,
  adapter conformance tests, and operational documentation.

## Workplan Dependency Map

```mermaid
flowchart TD
  WP1["PMEM-WP-0001\nArchitecture and foundation"]
  WP2["PMEM-WP-0002\nLocal runtime facade and CLI"]
  WP3["PMEM-WP-0003\nFile-backed stores and event paths"]
  WP4["PMEM-WP-0004\nPolicy, audit, review gates"]
  WP5["PMEM-WP-0005\nMarkitect package bridge"]
  WP6["PMEM-WP-0006\nRetrieval and activation quality"]
  WP7["PMEM-WP-0007\nService readiness and adapters"]

  WP1 --> WP2
  WP2 --> WP3
  WP2 --> WP4
  WP2 --> WP5
  WP3 --> WP4
  WP5 --> WP6
  WP4 --> WP6
  WP3 --> WP7
  WP4 --> WP7
  WP5 --> WP7
  WP6 --> WP7
```

## Next Tracking Cadence

Update this scorecard at the end of each workplan closure review:

- record completed task ids
- update dimension scores only when tests and docs support the change
- add residual risks
- list score regressions if behavior was removed or narrowed
- link new workplans if the intent expands