Files
fidelity-ai-workspace/agent-memory/memory/promotion-rules.md
david.delagneau dbc1894e27 Add project-knowledge structure and templates
- Introduced new maps for navigating project knowledge, including "Current Work," "Fidelity Domain," "Fidelity Apps," "Work Items," and "People."
- Created base files for daily notes, decisions, people, systems, work items, and workstreams with defined properties and views.
- Developed templates for daily notes, decisions, meeting notes, persons, systems, work items, and workstreams to standardize documentation.
- Updated scripts and prompts to reflect the new project-knowledge directory structure.
- Removed outdated onboarding and start-here documents, consolidating relevant information into the new maps.
- Ensured all references in workflows and scripts point to the new project-knowledge paths.
2026-04-17 15:52:08 -06:00

4.5 KiB

type, status, updated, tags
type status updated tags
agent-memory active 2026-04-17
process
memory
promotion

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 project-knowledge/06-daily/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 project-knowledge/01-current/current-work.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 project-knowledge/02-work-items/*.md and project-knowledge/01-current/work-items.md

Use project-knowledge/02-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 project-knowledge/01-current/work-items.md as the compact summary of which ticket files are active.

Promote to project-knowledge/03-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 project-knowledge/05-decisions/*.md

Use decisions only for explicit confirmed decisions with medium or long-term impact.

Promote to project-knowledge/04-people/index.md and project-knowledge/04-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.md for role mapping
  • index.md for 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 project-knowledge/01-current/current-work.md
  • keep story-specific details out of project-knowledge/03-context/project.md unless they reveal a durable project rule