100 lines
3.4 KiB
Markdown
100 lines
3.4 KiB
Markdown
# v0.18.0 Phase 1 — Changes Guide
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## New Files (drop in place)
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| File | Description |
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| `server/database/migrations/004_v0180_memories.sql` | Postgres migration — memories table, indexes, trigger |
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| `server/database/migrations/sqlite/003_v0180_memories.sql` | SQLite equivalent |
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| `server/models/models_memory.go` | Memory + MemoryFilter model structs + scope/status constants |
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| `server/store/store_memory.go` | MemoryStore interface definition |
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| `server/store/postgres/memory.go` | Postgres MemoryStore implementation |
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| `server/store/sqlite/memory.go` | SQLite MemoryStore implementation |
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| `server/tools/memory.go` | memory_save + memory_recall tools with late registration |
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| `server/handlers/memory_inject.go` | BuildMemoryHint() for context injection |
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| `docs/DESIGN-0.18.0.md` | Design document |
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## Existing File Modifications
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### 1. `server/store/interfaces.go`
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Add to the `Stores` struct (after `ResourceGrants`):
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```go
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Memories MemoryStore
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```
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The `MemoryStore` interface itself is in the new `store_memory.go` file
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(same package, separate file for cleanliness).
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### 2. `server/store/postgres/stores.go`
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Add to the `NewStores()` return:
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```go
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Memories: NewMemoryStore(),
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```
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### 3. `server/store/sqlite/stores.go`
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Add to the `NewStores()` return:
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```go
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Memories: NewMemoryStore(),
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```
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### 4. `server/main.go`
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Add after the existing tool registrations (~line 169):
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```go
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// Memory tools (v0.18.0) — late registration, needs stores
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tools.RegisterMemoryTools(stores)
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```
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### 5. `server/handlers/completion.go`
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In `loadConversation()`, add memory injection after the KB hint block
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(~line 798, after the `BuildKBHint` block):
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```go
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// ── Memory injection (recall known facts about user) ──
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if memHint := BuildMemoryHint(context.Background(), h.stores, userID, personaID); memHint != "" {
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messages = append(messages, providers.Message{
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Role: "system",
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Content: memHint,
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})
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}
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```
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### 6. `VERSION`
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```
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0.18.0
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```
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### 7. `docs/ROADMAP.md`
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Mark Phase 1 items as complete (Data Model, Tools, Memory Injection basics).
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---
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## Testing Checklist
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1. **Migration runs clean** — both Postgres and SQLite
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2. **Tools register** — check startup logs for `🔧 Registered tool: memory_save` and `memory_recall`
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3. **memory_save** — in a chat, tell the AI something personal ("I prefer Go over Python"). The AI should call memory_save.
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4. **memory_recall** — in a NEW chat, ask "what programming language do I prefer?" The AI should call memory_recall and find it.
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5. **Persona scoping** — with a Persona active, memories save as `persona_user` scope. Without a Persona, they save as `user` scope.
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6. **Upsert** — saving the same key twice updates the value instead of creating a duplicate.
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7. **Injection** — memories appear in the system prompt context (check server logs for `🧠 Injected N memories`).
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## Architecture Notes
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- Memory injection happens in `loadConversation()` as a system message, same pattern as KB hints and compaction summaries
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- Scope priority in Recall: persona_user > persona > user (most specific wins)
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- The unique index on `(scope, owner_id, COALESCE(user_id, nil_uuid), key)` prevents duplicate keys within a scope
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- Confidence is LLM-provided: 1.0 for explicit statements, lower for inferences
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- Status field supports Phase 2's review pipeline (pending_review, archived)
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- Embedding column exists but is unused in Phase 1 — Phase 2 adds semantic recall
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