phase-memory/docs/maturity-scorecard.md

# Phase Memory Maturity Scorecard

Updated: 2026-05-18

## Purpose

This scorecard tracks progress toward `INTENT.md`: a profile-driven,
phase-aware memory infrastructure layer for agentic systems.

The original scorecard treated roadmap closure and fake external adapters as
near-operational maturity. The refined scoring below is stricter: fake adapters
prove wiring and contracts, but live durability, migration, telemetry, service
bindings, and broader evaluation corpora are still needed before scoring close
to 5.

## Scoring Model

| Score | Meaning |
| --- | --- |
| 0 | Not started. |
| 1 | Intent or docs only. |
| 2 | Deterministic local library behavior with tests. |
| 3 | Usable runtime or CLI behavior with stable envelopes. |
| 4 | Integration-ready local service boundary with policy, persistence, interop, and conformance coverage. |
| 5 | Operationally mature with live adapter implementations, migrations, telemetry, retention, service bindings, and evaluation gates. |

## Current Score

Overall maturity: **3.8 / 5**

Two sub-scores make the result easier to reason about:

- Local integration maturity: **4.1 / 5**
- Operational maturity: **3.2 / 5**

The repo is strong as a deterministic local library and service-boundary core.
It is not yet production-operational because the external adapters are fakes,
durability semantics are basic, service bindings are framework-neutral shapes
rather than deployable endpoints, and evaluation coverage is still narrow.

## Dimension Scorecard

| Dimension | Score | Target | Evidence | Needed Next |
| --- | ---: | ---: | --- | --- |
| Intent and boundaries | 4.4 | 5.0 | `INTENT.md`, `SCOPE.md`, `README.md`, architecture docs, adjacent-repo boundary docs | Keep docs current as live adapters and service bindings clarify real ownership. |
| Package and API foundation | 4.2 | 4.5 | Python package, public exports, runtime facade, CLI, service config, dependency-light tests | Add API stability notes and compatibility checks for public exports. |
| Markitect profile contract ingress | 3.7 | 4.5 | Profile loading, diagnostics, runtime envelopes, profile-derived config, local alias normalization | Add richer compatibility fixtures and schema drift diagnostics. |
| Graph and event ingress | 3.7 | 4.5 | Graph loading, endpoint diagnostics, event model, JSONL log, export, repair checks, fake graph/event adapters | Add broader malformed/large graph fixtures and migration repair coverage. |
| Phase domain model | 3.5 | 4.5 | Phases, lifecycle states, actions, paths, retention rules, profile-derived transition rules | Add migration semantics for profile/rule changes over durable stores. |
| Profile execution planning | 4.0 | 4.5 | Adapter plan, capabilities, policy gates, fallback behavior, config-driven local/external resolution | Add compatibility gates for live adapter packs. |
| Lifecycle planning and apply | 3.6 | 4.5 | Dry-run lifecycle plans, profile rules, review-gated local apply | Add service `lifecycle.apply` handling, migration semantics, and better apply audit queries. |
| Activation planning | 3.8 | 4.8 | Budgeted activation, selections, package request, graph neighborhoods, paths, ranking, metrics | Wire semantic-index-assisted retrieval and expand evaluation corpora. |
| Local persistence | 3.2 | 4.5 | File-backed graph store, JSONL event log, audit sink, export, repair diagnostics | Add atomic writes, schema migration, compaction/retention utilities, and stronger corruption recovery. |
| Policy, review, and audit | 3.5 | 5.0 | Operation points, review records, audit schema, denials, redaction, fake external policy/audit adapters | Add audit query service, retention policy behavior, and live policy adapter boundary. |
| Observability and operations | 3.3 | 4.8 | Health report, config diagnostics, adapter status, fake telemetry audit sink | Add metrics/event export, retention diagnostics, and deployable health/readiness binding. |
| Markitect interop | 3.7 | 4.5 | Local validation, package request/response envelopes, fake compiler | Add optional live Markitect compiler adapter and contract compatibility suite. |
| Kontextual/Infospace interop | 3.1 | 4.5 | Delegation envelope, fake runtime registry, activation quality report fixture | Add live/fake delegation scenarios and broader Infospace restart reports. |
| Testing and evaluation | 3.8 | 4.5 | 60 deterministic tests over runtime, CLI, adapters, policy, activation, lifecycle, service, fakes | Add multi-profile/multi-graph evaluation corpus and regression thresholds. |
| Service readiness | 3.9 | 4.8 | Service contracts, local runner, health, config, adapter conformance, fake pack | Implement missing service operations and optional framework binding. |
| Developer experience | 3.8 | 4.5 | README, package map, CLI examples, persistence/policy/interop/service/lifecycle/fake-pack docs | Add troubleshooting, examples, and end-to-end recipes. |

## Assessment

The project has a credible core. The runtime envelopes, policy/review model,
profile-derived configuration, lifecycle rules, local persistence, fake
external pack, and conformance helpers form a solid integration boundary.

The biggest optimization opportunity is not another broad feature burst. It is
closing the gap between declared contracts and runnable operational behavior:
the service contract advertises operations that the local runner only partly
handles, persistence needs migration/durability semantics, and evaluation needs
more than one small fixture family.

## Recommended Refinement Workplan

Create and execute `PMEM-WP-0011`: refinement hardening and operational
readiness.

Highest-value tasks:

- Bring service runner parity to the published operation catalog:
  `package.compile`, `lifecycle.apply`, and `audit.query`.
- Add local-store schema migration and repair hardening, including atomic write
  behavior and migration diagnostics.
- Expand evaluation fixtures across multiple profiles, graph shapes, policies,
  lifecycle rules, and activation budgets.
- Add live-adapter readiness manifests so fake and future live packs can be
  tested by the same compatibility suite.
- Add audit query and retention semantics that make policy/audit behavior
  inspectable after runtime operations.
- Improve DX with troubleshooting, end-to-end recipes, and API compatibility
  notes.

## Score Movement Gates

Move overall score to **4.0** when:

- Service runner handles every operation in `SERVICE_OPERATIONS`.
- Audit query and lifecycle apply are covered through service contracts.
- Local persistence has migration diagnostics.
- Evaluation fixtures cover at least three profile/graph families.

Move overall score to **4.3+** when:

- Live optional Markitect or Kontextual adapter can be used behind the same
  conformance suite as the fake pack.
- Operational docs include a deployable service binding or a clear embedding
  recipe.

Move overall score to **4.7+** only when:

- Live adapter behavior, telemetry, audit retention, migration, and evaluation
  gates are all exercised by repeatable tests or documented operator drills.