Changeset 0.18.0 (#79)

docs/ROADMAP.md

@@ -61,12 +61,12 @@ v0.16.0 User Groups    v0.17.0 Persona-KB Binding
   ┌───────┴──────────────┐
   │                      │
 v0.17.1 SQLite Backend ✅ v0.17.2 CodeMirror 6 ✅
-v0.17.3 Notes Graph + Wikilinks
+v0.17.3 Notes Graph + Wikilinks ✅
   (dual DB)              (editor bundle, chat
   │                       input, ext editor)
   └───────┬──────────────┘
           │
-v0.18.0 Memory (user + persona scopes, review pipeline)
+v0.18.0 Memory ✅ (user + persona scopes, review pipeline)
           │
 v0.18.1 Side Panel Architecture (independent panels, dual-view)
           │
@@ -340,7 +340,7 @@ Depends on: nothing (frontend-only). Prerequisite for: extension surfaces
 
 ---
 
-## v0.17.3 — Notes Graph + Wikilinks
+## v0.17.3 — Notes Graph + Wikilinks ✅
 
 Knowledge graph and bi-directional linking for the notes system. Transforms
 notes from flat documents into an interconnected knowledge base with
@@ -391,7 +391,7 @@ Depends on: CodeMirror 6 (v0.17.2), Notes CRUD (v0.13.x). See
 
 ---
 
-## v0.18.0 — Memory (User + Persona Scopes)
+## v0.18.0 — Memory (User + Persona Scopes) ✅
 
 Long-term memory across conversations, with scope-aware isolation.
 Unlike KB (static documents) or compaction (within-conversation), this
@@ -403,52 +403,54 @@ contamination and enabling specialized knowledge accumulation.
 
 Depends on: compaction (v0.15.0), knowledge bases (v0.14.0), persona-KB binding (v0.17.0), SQLite backend (v0.17.1).
 
+See [DESIGN-0.18.0.md](DESIGN-0.18.0.md) for full spec.
+
 **Memory Scopes**
-- [ ] `user` — personal facts/preferences, persists across all conversations (current industry standard)
-- [ ] `persona` — shared across all users of that Persona, accumulated from conversations (differentiator)
-- [ ] `persona+user` — per-user within a Persona context (e.g. tutoring progress per student)
-- [ ] Configurable per Persona: which scopes are active, whether user memory is passed through
+- [x] `user` — personal facts/preferences, persists across all conversations (current industry standard)
+- [x] `persona` — shared across all users of that Persona, accumulated from conversations (differentiator)
+- [x] `persona+user` — per-user within a Persona context (e.g. tutoring progress per student)
+- [x] Configurable per Persona: which scopes are active, whether user memory is passed through
 
 **Data Model**
-- [ ] `memories` table: `id`, `scope` (user, persona, persona_user), `owner_id` (user_id or persona_id), `user_id` (nullable — for persona+user scope), `key`, `value`, `source_channel_id`, `confidence` (float), `status` (active, pending_review, archived), `created_at`, `updated_at`
-- [ ] Index on `(scope, owner_id, user_id)` for fast lookup
-- [ ] Embedding column (`vector(3072)`) for semantic memory search
+- [x] `memories` table: `id`, `scope` (user, persona, persona_user), `owner_id` (user_id or persona_id), `user_id` (nullable — for persona+user scope), `key`, `value`, `source_channel_id`, `confidence` (float), `status` (active, pending_review, archived), `created_at`, `updated_at`
+- [x] Index on `(scope, owner_id, user_id)` for fast lookup
+- [x] Embedding column (`vector(3072)`) for semantic memory search
 
 **Tools**
-- [ ] `memory_save` tool: LLM explicitly stores a fact
+- [x] `memory_save` tool: LLM explicitly stores a fact
     - Scope-aware: saves to the active memory scope for the current Persona context
     - Structured: `key` (short label) + `value` (detail) + `confidence`
-- [ ] `memory_recall` tool: LLM queries stored facts relevant to current context
+- [x] `memory_recall` tool: LLM queries stored facts relevant to current context
     - Merges results from applicable scopes (user + persona + persona+user)
     - Semantic search via embeddings + keyword fallback
 
 **Automatic Extraction**
-- [ ] Background job: post-conversation analysis identifies memorable facts (opt-in)
-- [ ] Configurable extraction prompt per Persona (e.g. "extract FAQ-worthy Q&A pairs")
-- [ ] Extracted memories start in `pending_review` status
+- [x] Background job: post-conversation analysis identifies memorable facts (opt-in)
+- [x] Configurable extraction prompt per Persona (e.g. "extract FAQ-worthy Q&A pairs")
+- [x] Extracted memories start in `pending_review` status
 
 **Review Pipeline**
-- [ ] Admin/team admin review queue: pending memories with approve/reject/edit
-- [ ] Persona memory review: team admins see what Personas are "learning"
-- [ ] User memory review: users see their own memories in Settings
+- [x] Admin/team admin review queue: pending memories with approve/reject/edit
+- [x] Persona memory review: team admins see what Personas are "learning"
+- [x] User memory review: users see their own memories in Settings
 
 **Memory Injection**
-- [ ] At completion time: inject relevant memories into system prompt
-- [ ] Context budget aware: limit injected memory tokens
-- [ ] Scope priority: persona+user > persona > user (most specific wins on conflicts)
+- [x] At completion time: inject relevant memories into system prompt
+- [x] Context budget aware: limit injected memory tokens
+- [x] Scope priority: persona+user > persona > user (most specific wins on conflicts)
 
 **Use Cases**
-- [ ] Helpdesk Persona: builds FAQ from repeated questions, human-reviewable
-- [ ] Roleplay Persona: isolated memory prevents tone/context bleeding from user's other conversations
-- [ ] Tutoring Persona: tracks per-student progress, common misconceptions
-- [ ] Sales Persona: accumulates objection responses from real conversations
-- [ ] Onboarding Persona: learns what new hires commonly struggle with
+- [x] Helpdesk Persona: builds FAQ from repeated questions, human-reviewable
+- [x] Roleplay Persona: isolated memory prevents tone/context bleeding from user's other conversations
+- [x] Tutoring Persona: tracks per-student progress, common misconceptions
+- [x] Sales Persona: accumulates objection responses from real conversations
+- [x] Onboarding Persona: learns what new hires commonly struggle with
 
 **User Controls**
-- [ ] Settings → Memory: view, edit, delete personal memories
-- [ ] Per-Persona memory toggle: "Allow this persona to remember things about me"
-- [ ] Admin: enable/disable, retention policies, per-team scoping
-- [ ] Privacy: user memories never cross team boundaries; persona memories respect group access
+- [x] Settings → Memory: view, edit, delete personal memories
+- [x] Per-Persona memory toggle: "Allow this persona to remember things about me"
+- [x] Admin: enable/disable, retention policies, per-team scoping
+- [x] Privacy: user memories never cross team boundaries; persona memories respect group access
 
 ---