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

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/state/work-items.md

Use this file 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.

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

Prefer:

• manager.md for role mapping
• index.md for active roster
• one file per person for person-specific context

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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:

• 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

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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.md unless they reveal a durable project rule