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fidelity-ai-workspace/knowledge/memory-promotion-rules.md

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# Memory Promotion Rules
## Goal
Keep workspace memory current automatically without asking the user what to promote after every successful sync.
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## 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.
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## 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/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.
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## 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
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## Confidence Rules
Auto-promote when the signal is high-confidence, for example:
- Jeff 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
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## Example Policy
Given Mattermost updates like:
- PDIAP-15836 created and sized at 8 points
- Jeff 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.md` unless they reveal a durable project rule