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phase-memory/workplans/PMEM-WP-0016-ops-warden-cross-runtime-memory.md
tegwick 1c3fa03533 Add PMEM-WP-0016 ops-warden cross-runtime memory workplan.
Define phase-memory profile, agent session schemas, and activation contracts
for worker, coding agent, and operator CLI surfaces sharing one canonical store.
2026-07-02 23:31:40 +02:00

7.1 KiB

id, type, title, domain, repo, status, owner, topic_slug, created, updated
id type title domain repo status owner topic_slug created updated
PMEM-WP-0016 workplan Ops-Warden Cross-Runtime Memory Profile And Contracts communication phase-memory proposed codex phase-memory 2026-07-02 2026-07-02

PMEM-WP-0016: Ops-Warden Cross-Runtime Memory Profile And Contracts

Goal

Define the phase-memory profile, event schemas, activation packs, and evaluation gates that let ops-warden learn from experience across every runtime surface:

  • Direct ops-warden usewarden worker with llm-connect / OpenRouter inference, scheduled ticks, and operator CLI (route, access, sign).
  • Coding agent sessions — Claude Code, Codex, Grok, and future agents that invoke warden commands during an interactive session.

Memory must be present (discoverable, activatable, writable) in all three modes without duplicating stores or leaking secrets.

Current Evidence

PMEM-WP-0015 added credential-safe pilot artifacts, ops-warden routing advisories, evaluation trend regression gates, and redacted operator reports. WARDEN-WP-0020 shipped warden worker with RuleBrain and LlmConnectBrain, fixed guardrails, and metadata-only audit via warden activity.

The gap: no shared memory substrate connects worker ticks, agent sessions, and operator CLI usage. Each invocation starts cold.

Non-Goals

  • Store secret values, tokens, endpoint URLs, or prompt bodies with credentials.
  • Override ops-warden's fixed charter, action allowlist, or no-secret invariant through learned memory.
  • Own llm-connect, OpenRouter configuration, or ops-warden worker scheduling.
  • Replace State Hub as the coordination transport.

Cross-Runtime Model

flowchart LR
    subgraph surfaces [Runtime surfaces]
        Worker[warden worker tick]
        Agent[Agent session<br/>claude / codex / grok]
        Operator[Operator CLI]
    end

    subgraph contract [Shared contract]
        Store[(warden memory store)]
        Profile[ops-warden profile]
        Activate[activation plan]
    end

    Worker --> Store
    Agent --> Store
    Operator --> Store
    Store --> Profile
    Profile --> Activate
Runtime mode session_kind Typical trigger
worker warden.worker Scheduled tick, warden worker run
agent_session warden.agent.<agent_id> Coding agent invokes warden route / warden access
operator warden.operator Human shell without agent wrapper

All modes read/write the same canonical store (path owned by ops-warden, schema owned by phase-memory). Modes differ only in session_kind metadata and activation budget — not in storage location.

T01 - Define ops-warden memory profile

id: PMEM-WP-0016-T01
status: todo
priority: high

Author the ops-warden-coordination memory profile covering routing, coordination, escalation, and pilot-feedback memory kinds.

Acceptance:

  • Profile declares memory kinds, retention, compaction, activation budgets, and policy (secrets_allowed: false, durable_writes: review-gated).
  • Rigid memory kinds are documented as import-only (charter, allowlist) and never promoted from learned episodes.
  • Profile validates through existing profile_from_markitect / runtime planning paths with deterministic diagnostics.
  • Fixture lives at tests/fixtures/ops-warden-coordination-profile.json.

T02 - Cross-runtime memory contract

id: PMEM-WP-0016-T02
status: todo
priority: high

Define the phase_memory.ops_warden.runtime.v1 contract: canonical store path resolution, session_kind enum, read/write envelopes, and redaction rules.

Acceptance:

  • Contract specifies canonical store default (XDG-based, overridable via WARDEN_MEMORY_STORE) without embedding secrets.
  • session_kind covers warden.worker, warden.agent.*, and warden.operator.
  • Write envelopes reject payloads containing secret-field patterns (tokens, raw URLs with credentials, key material).
  • Contract is documented in docs/ops-warden-memory-contract.md and covered by unit tests.

T03 - Agent session event schema

id: PMEM-WP-0016-T03
status: todo
priority: high

Define metadata-only event schemas for coding agent sessions (Claude, Codex, Grok, extensible agent_id).

Acceptance:

  • Events capture: agent_id, session_id, command (route find, access, worker run, etc.), need_fingerprint, route_id, outcome (resolved|escalated|skipped), and diagnostic_codes.
  • Schema supports unknown future agent_id values without code changes.
  • No event field may contain secret values or full credential payloads.
  • Conformance fixtures cover at least claude, codex, and grok agent ids.

T04 - Activation pack for routing memory

id: PMEM-WP-0016-T04
status: todo
priority: high

Build an ops-warden activation pack that retrieves relevant coordination episodes before inference or routing decisions.

Acceptance:

  • Pack retrieves stabilized routing patterns, recent fluid thread summaries, and applicable troubleshooting rows within profile token/item budgets.
  • Activation output is a bounded context package suitable for llm-connect injection and for agent session orientation.
  • Pack works without network access (local store only).
  • Tests prove deterministic selection for fixture graphs with duplicate need fingerprints.

T05 - Evaluation scenarios and regression gate

id: PMEM-WP-0016-T05
status: todo
priority: medium

Add evaluation scenarios and trend metrics for ops-warden memory quality across runtime modes.

Acceptance:

  • Scenarios cover: routing repeat accuracy, escalation precision, cross-runtime continuity (agent session write → worker read), and OpenRouter call avoidance when stabilized memory matches.
  • Metrics integrate with evaluation_trend_regression_gate.
  • Scenario fixture at tests/fixtures/ops-warden-evaluation-scenarios.json.
  • Threshold report runs in default CI without live OpenRouter access.

T06 - Ops-warden adapter pack conformance

id: PMEM-WP-0016-T06
status: todo
priority: medium

Publish a live-shaped ops-warden adapter pack and conformance suite for ops-warden to consume.

Acceptance:

  • Adapter pack manifest declares graph store, event log, audit sink, and activation helpers required by WARDEN-WP-0024.
  • validate_adapter_pack_manifest passes for the ops-warden pack.
  • Public exports and API snapshot updated if new symbols are added.
  • Pack documentation explains how ops-warden depends on phase-memory without circular repo ownership.

Acceptance Criteria

  • ops-warden can activate phase-memory consistently from worker, agent session, and operator CLI modes using one canonical store.
  • Learned memory improves routing suggestions without weakening security guardrails.
  • Evaluation gates can block promotion when cross-runtime continuity or routing accuracy regresses.

Dependencies

  • WARDEN-WP-0024 (ops-warden repo) — consumes the contract and adapter pack.
  • WARDEN-WP-0020 — worker brain and guardrail foundation (finished).
  • PMEM-WP-0015 — pilot evidence and regression gate patterns (finished).

Closure Review

Pending implementation.