4.2 KiB
Memory Promotion Rules
Goal
Keep workspace memory current automatically without asking the user what to promote after every successful sync.
Default Rule
When new Mattermost context is explicit, project-relevant, and high-confidence, promote it automatically.
Do not ask for promotion confirmation by default.
If a fact is ambiguous, skip it or keep it only in the daily log with appropriate qualifiers.
File Selection
Promote to ai/logs/YYYY-MM-DD.md
Use the daily log for:
- concrete same-day work updates
- story creation, sizing, approval, and scope updates
- manager-approved wording or root-cause framing tied to current work
- confirmed version checks tied to active work
- reproduction findings that are useful now but may still evolve
Daily logs are the default destination for most promoted Mattermost facts.
Promote to ai/state/current.md
Use current state only for facts that materially affect active work over the next few days, such as:
- approved active story scope
- confirmed current debugging constraints
- current reproduction conditions that change how the work is approached
- near-term priorities confirmed by manager communication
Do not copy every daily update into current state.
Promote to ai/work-items/*.md and ai/state/work-items.md
Use ai/work-items/*.md for:
- explicit Jira IDs
- approved or explicit story titles
- current story points
- current scope notes
- active status notes that still matter for future updates
If a Jira item is likely to appear again in standups or manager updates, it belongs here.
Use ai/state/work-items.md as the compact summary of which ticket files are active.
Promote to ai/context/project.md
Use project context only for durable project knowledge that should survive beyond the current work window, such as:
- stable architecture constraints
- recurring debugging truths
- persistent testing limitations
- enduring behavior of REST, GraphQL, XFlow, auth, or entry points
Do not promote story-specific daily movement into project context unless it changes durable project understanding.
Promote to ai/context/decisions/*.md
Use decisions only for explicit confirmed decisions with medium or long-term impact.
Promote to ai/context/people/index.md and ai/context/people/*.md
Use these files when:
- a person's identity matters repeatedly
- a role becomes associated with a specific person
- a stakeholder's communication or approval patterns affect future work
- a human appears across multiple channels or years with repeated technical, process, or approval signal
- the archive makes the collaboration pattern clear even if the formal title is still unknown
Prefer:
manager.mdfor role mappingindex.mdfor active roster- one file per person for person-specific context
If exact role confidence is low, store the person's repeated project relationship instead of inventing a title.
Do Not Promote
Do not record these as project memory:
- tooling activity
- sync status
- missing dependencies
- empty inbox situations
- reminders or urgency without project substance
- unapproved drafts
- generic chat noise
Confidence Rules
Auto-promote when the signal is high-confidence, for example:
- the manager explicitly approves something
- a Jira story number, title, points, or scope is explicitly confirmed
- a version is stated directly and tied to the active project
- a reproduction condition is clearly stated with scope qualifiers
If confidence is mixed:
- prefer the daily log
- preserve qualifiers such as "appears", "currently", or "for authenticated users"
- avoid promoting to stable project context
Example Policy
Given Mattermost updates like:
- PDIAP-15836 created and sized at 8 points
- the manager approved a story title
- REST-removal scope was approved
- XFlowViewMaker 0.5.0 is already in Fid4
- AO DOB validation issue appears auth-only in TeenIdentityCheck
Automatic behavior should be:
- add all of them to today's log if they are relevant to today's work
- promote only the currently actionable subset to
ai/state/current.md - keep story-specific details out of
ai/context/project.mdunless they reveal a durable project rule