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feat: implement lifecycle pruning for BM25 and Vector indexes (#11)
* feat: implement lifecycle pruning for BM25 and Vector indexes - Add BM25 prune jobs with SearchIndexer::prune_and_commit callback - Add Vector prune jobs with VectorIndexPipeline::prune_level callback - Wire prune jobs at daemon startup via register_prune_jobs() - Add registry metadata tracking for job telemetry - Extend proto with GetRankingStatusResponse lifecycle fields - Add env.sh and Taskfile.yml for macOS C++ toolchain workaround - Fix flaky scheduler timeout test (use 5s cron interval) - Add memory-retrieval crate with classifier and executor - Add phase 16/17 planning docs for ranking enhancements Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> * fix: resolve clippy and format warnings - Fix unused `merged` field in UsageUpdate (prefix with _) - Replace manual Default impl with derive for Bm25PruneJobConfig - Remove unused imports in retrieval.rs - Prefix unused variables with underscore - Handle all match arms explicitly in layer_status_from_proto Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
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.planning/REQUIREMENTS.md

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@@ -112,6 +112,41 @@ Phase 7 (CCH Integration) and future enhancements.
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- **SCAN-02**: Range-limited by TOC bounds (month/week)
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- **SCAN-03**: Produces grips as outputs
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### Memory Ranking Enhancements (Phase 16)
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- **RANK-01**: Salience scoring at write time for TOC nodes and Grips
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- **RANK-02**: Usage tracking in separate CF (CF_USAGE_COUNTERS)
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- **RANK-03**: Cache-first usage reads with LRU cache
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- **RANK-04**: Novelty filtering (opt-in, disabled by default)
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- **RANK-05**: Vector lifecycle automation per FR-08 retention rules
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- **RANK-06**: BM25 lifecycle automation per FR-09 (disabled by default)
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- **RANK-07**: Feature flags for all ranking enhancements
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- **RANK-08**: Backward compatibility with v2.0.0 data
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- **RANK-09**: Staged rollout support with master switch
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- **RANK-10**: Config validation on startup
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### Agent Retrieval Policy (Phase 17)
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- **RETR-01**: Combined status check for all layer availability
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- **RETR-02**: Tier detection algorithm (maps availability to tiers 1-5)
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- **RETR-03**: Capability advertisement to skills
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- **RETR-04**: Query intent classification (Explore/Answer/Locate/Time-boxed)
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- **RETR-05**: Intent-aware routing to appropriate layers
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- **RETR-06**: Time constraint extraction from queries
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- **RETR-07**: Configuration-aware search (respects enabled layers)
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- **RETR-08**: Graceful degradation on layer failure
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- **RETR-09**: Partial result return on timeout
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- **RETR-10**: Stop condition enforcement (max_depth, max_nodes, timeout)
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- **RETR-11**: Timeout handling per intent type
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- **RETR-12**: Scanning trigger conditions
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- **RETR-13**: Tier/method reporting in results
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- **RETR-14**: Fallback explanation in results
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- **RETR-15**: Execution mode selection (Sequential/Parallel/Hybrid)
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- **RETR-16**: Bounded fan-out for parallel execution
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- **RETR-17**: Early stopping on sufficient results
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- **RETR-18**: Rank merge across multiple layers
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- **RETR-19**: Explainable arbitration for skill contracts
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### Additional Hooks
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- **HOOK-04**: OpenCode hook adapter
@@ -190,23 +225,56 @@ Which phases cover which requirements. Updated during roadmap creation.
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| SKILL-02 | Phase 7 | Pending |
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| SKILL-03 | Phase 7 | Pending |
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| TELE-01 | Phase 11 | Planned |
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| TELE-04 | Phase 11 | Planned |
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| TELE-05 | Phase 11 | Planned |
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| TELE-06 | Phase 11 | Planned |
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| TELE-07 | Phase 11 | Planned |
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| TELE-02 | Phase 12 | Planned |
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| TELE-03 | Phase 13 | Planned |
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| TELE-01 | Phase 11 | ✅ Complete |
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| TELE-04 | Phase 11 | ✅ Complete |
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| TELE-05 | Phase 11 | ✅ Complete |
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| TELE-06 | Phase 11 | ✅ Complete |
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| TELE-07 | Phase 11 | ✅ Complete |
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| TELE-02 | Phase 12 | ✅ Complete |
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| TELE-03 | Phase 13 | ✅ Complete |
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| RANK-01 | Phase 16 | ✅ Complete |
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| RANK-02 | Phase 16 | ✅ Complete |
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| RANK-03 | Phase 16 | ✅ Complete |
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| RANK-04 | Phase 16 | ✅ Complete |
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| RANK-05 | Phase 16 | ✅ Complete |
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| RANK-06 | Phase 16 | ✅ Complete |
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| RANK-07 | Phase 16 | ✅ Complete |
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| RANK-08 | Phase 16 | ✅ Complete |
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| RANK-09 | Phase 16 | ✅ Complete |
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| RANK-10 | Phase 16 | ✅ Complete |
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| RETR-01 | Phase 17 | ✅ Complete |
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| RETR-02 | Phase 17 | ✅ Complete |
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| RETR-03 | Phase 17 | ✅ Complete |
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| RETR-04 | Phase 17 | ✅ Complete |
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| RETR-05 | Phase 17 | ✅ Complete |
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| RETR-06 | Phase 17 | ✅ Complete |
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| RETR-07 | Phase 17 | ✅ Complete |
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| RETR-08 | Phase 17 | ✅ Complete |
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| RETR-09 | Phase 17 | ✅ Complete |
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| RETR-10 | Phase 17 | ✅ Complete |
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| RETR-11 | Phase 17 | ✅ Complete |
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| RETR-12 | Phase 17 | ✅ Complete |
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| RETR-13 | Phase 17 | ✅ Complete |
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| RETR-14 | Phase 17 | ✅ Complete |
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| RETR-15 | Phase 17 | ✅ Complete |
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| RETR-16 | Phase 17 | ✅ Complete |
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| RETR-17 | Phase 17 | ✅ Complete |
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| RETR-18 | Phase 17 | ✅ Complete |
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| RETR-19 | Phase 17 | ✅ Complete |
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**Coverage:**
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- v1 requirements: 42 total (all complete)
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- v2 requirements: 6 new (Phase 7)
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- Teleport requirements: 7 (Phases 11-13)
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- Teleport requirements: 7 (Phases 11-13) - all complete
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- Ranking requirements: 10 (Phase 16) - all complete
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- Retrieval requirements: 19 (Phase 17) - all complete
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- External (HOOK-01): 1 (complete)
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- Total: 55
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- Total: 84 (77 complete, 7 pending Phase 7/CCH)
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---
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*Requirements defined: 2026-01-29*
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*v1 milestone completed: 2026-01-30*
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*Phase 7 requirements added: 2026-01-30*
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*Phase 11-13 teleport requirements traced: 2026-02-01*
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*Phase 16 (RANK-*) and Phase 17 (RETR-*) requirements added: 2026-02-05*
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*Phase 11-17 requirements completed: 2026-02-05*

.planning/ROADMAP.md

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@@ -17,7 +17,9 @@ Phases are grouped by the cognitive layer they implement:
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| **Semantic Acceleration** (4) | 12 | Vector/HNSW teleport | Complete |
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| **Index Lifecycle** | 13 | Outbox-driven index updates | Complete |
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| **Conceptual Enrichment** (5) | 14 | Topic graph discovery | Complete |
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| **Configuration UX** | 15 | Interactive wizard skills | Planned |
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| **Configuration UX** | 15 | Interactive wizard skills | Complete |
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| **Ranking Policy** (6) | 16 | Salience, usage decay, novelty, lifecycle | Complete |
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| **Retrieval Policy** (Control) | 17 | Intent routing, tier detection, fallbacks | Complete |
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**See:** [Cognitive Architecture Manifesto](../docs/COGNITIVE_ARCHITECTURE.md)
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- [x] **Phase 12: Vector Teleport (HNSW)** - Semantic similarity search via local HNSW vector index
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- [x] **Phase 13: Outbox Index Ingestion** - Event-driven index updates from outbox for rebuildable search indexes
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- [x] **Phase 14: Topic Graph Memory** - Semantic topic extraction, time-decayed importance, topic relationships for conceptual discovery
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- [ ] **Phase 15: Configuration Wizard Skills** - Interactive AskUserQuestion-based configuration wizards for storage, LLM, and multi-agent settings
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- [x] **Phase 15: Configuration Wizard Skills** - Interactive AskUserQuestion-based configuration wizards for storage, LLM, and multi-agent settings
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- [x] **Phase 16: Memory Ranking Enhancements** - Salience scoring, usage tracking, novelty filtering, and index lifecycle automation
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- [x] **Phase 17: Agent Retrieval Policy** - Intent routing, tier detection, fallback chains, and skill contracts
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## Phase Details
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- Technical Plan: docs/plans/configuration-wizard-skills-plan.md
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Plans:
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- [ ] 15-01-PLAN.md — memory-storage skill (storage paths, retention, cleanup, GDPR, performance tuning)
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- [ ] 15-02-PLAN.md — memory-llm skill (provider, model discovery, API testing, cost estimation, budget)
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- [ ] 15-03-PLAN.md — memory-agents skill (multi-agent mode, agent ID, query scope, team settings)
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- [ ] 15-04-PLAN.md — Reference documentation (retention-policies.md, provider-comparison.md, storage-strategies.md)
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- [ ] 15-05-PLAN.md — Plugin integration and memory-setup updates (marketplace.json, gap resolution)
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- [x] 15-01-PLAN.md — memory-storage skill (storage paths, retention, cleanup, GDPR, performance tuning)
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- [x] 15-02-PLAN.md — memory-llm skill (provider, model discovery, API testing, cost estimation, budget)
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- [x] 15-03-PLAN.md — memory-agents skill (multi-agent mode, agent ID, query scope, team settings)
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- [x] 15-04-PLAN.md — Reference documentation (retention-policies.md, provider-comparison.md, storage-strategies.md)
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- [x] 15-05-PLAN.md — Plugin integration and memory-setup updates (marketplace.json, gap resolution)
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### Phase 16: Memory Ranking Enhancements
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**Goal**: Add retrieval policy improvements with salience scoring, usage tracking, novelty filtering, and index lifecycle automation
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**Depends on**: Phase 14 (Topic Graph - uses time-decay pattern)
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**Requirements**: RANK-01 through RANK-10
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**Success Criteria** (what must be TRUE):
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1. Salience scoring applied to new TOC nodes and Grips at write time
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2. Usage counters stored in separate CF (CF_USAGE_COUNTERS) with cache-first reads
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3. Novelty check is opt-in (disabled by default) with fallback on any failure
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4. Vector pruning scheduler job runs daily per FR-08 retention rules
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5. BM25 pruning scheduler job available per FR-09 (disabled by default)
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6. All features behind config flags with master switch for rollback
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7. Backward compatible with v2.0.0 data (no migration required)
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**Plans**: 5 plans in 3 waves
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**Documentation:**
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- RFC: docs/plans/memory-ranking-enhancements-rfc.md
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- Technical Plan: docs/plans/phase-16-memory-ranking-plan.md
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Plans:
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- [x] 16-01-PLAN.md — Salience scoring (MemoryKind enum, SalienceScorer, TocNode/Grip fields)
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- [x] 16-02-PLAN.md — Usage counters (CF_USAGE_COUNTERS, UsageTracker, cache-first reads)
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- [x] 16-03-PLAN.md — Novelty threshold (NoveltyChecker, opt-in, fail-open behavior)
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- [x] 16-04-PLAN.md — Vector pruning automation (FR-08, per-level retention, scheduler job)
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- [x] 16-05-PLAN.md — BM25 lifecycle (FR-09, disabled by default, post-prune optimize)
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### Phase 17: Agent Retrieval Policy
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**Goal**: Implement the retrieval "brainstem" - decision algorithm for layer selection, intent classification, fallback chains, and skill contracts
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**Depends on**: Phase 16 (uses ranking signals), Phase 14 (Topics), Phase 12 (Vector), Phase 11 (BM25), Phase 10.5 (Agentic TOC)
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**Requirements**: RETR-01 through RETR-19 (from PRD FR-01 to FR-19)
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**Success Criteria** (what must be TRUE):
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1. Combined status check pattern detects all layer availability in single call
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2. Tier detection algorithm maps availability to capability tiers (1-5)
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3. Query intent classification (Explore/Answer/Locate/Time-boxed) routes correctly
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4. Fallback chains skip disabled layers automatically
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5. Stop conditions (max_depth, max_nodes, timeout) enforced per intent
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6. Execution modes (Sequential/Parallel/Hybrid) work with bounded fan-out
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7. Skills receive explainability payload (tier used, method, why)
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**Plans**: 6 plans in 4 waves
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**Documentation:**
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- PRD: docs/prds/agent-retrieval-policy-prd.md
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Plans:
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- [x] 17-01-PLAN.md — Core retrieval types (QueryIntent, CapabilityTier, StopConditions, ExecutionMode)
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- [x] 17-02-PLAN.md — Intent classification (IntentClassifier with keyword heuristics, time constraint extraction)
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- [x] 17-03-PLAN.md — Tier detection (TierDetector, CombinedStatus, GetRetrievalCapabilities proto)
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- [x] 17-04-PLAN.md — Execution engine (FallbackChain, RetrievalExecutor, parallel/hybrid modes)
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- [x] 17-05-PLAN.md — Skill contracts (ExplainabilityPayload, SkillContract validation, SKILL.md generation)
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- [x] 17-06-PLAN.md — CLI/RPC integration (RetrievalHandler, retrieval status/classify/route commands)
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## Infrastructure (Non-Phase Work)
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| Work | Status | Documentation |
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|------|--------|---------------|
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| QA Agent & CI/CD Setup | Complete | docs/plans/qa-agent-release-skill-ci-setup.md |
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| BM25 PRD Revision | Complete | docs/plans/bm25-prd-revision-plan.md |
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## Progress
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**Execution Order:**
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Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 9 -> 10 -> 10.5 -> 11 -> 12 -> 13 -> 14 -> 15
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Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6 -> 7 -> 8 -> 9 -> 10 -> 10.5 -> 11 -> 12 -> 13 -> 14 -> 15 -> 16 -> 17
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| Phase | Plans Complete | Status | Completed |
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|-------|----------------|--------|-----------|
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| 12. Vector Teleport (HNSW) | 5/5 | Complete | 2026-02-02 |
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| 13. Outbox Index Ingestion | 4/4 | Complete | 2026-02-02 |
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| 14. Topic Graph Memory | 6/6 | Complete | 2026-02-02 |
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| 15. Configuration Wizard Skills | 0/5 | Planned | - |
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| 15. Configuration Wizard Skills | 5/5 | Complete | 2026-02-05 |
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| 16. Memory Ranking Enhancements | 5/5 | Complete | 2026-02-05 |
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| 17. Agent Retrieval Policy | 6/6 | Complete | 2026-02-06 |
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---
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*Roadmap created: 2026-01-29*
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*Phase 12 completed: 2026-02-02 (Vector Teleport - 5 plans)*
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*Phase 13 completed: 2026-02-02 (Outbox Index Ingestion - 4 plans)*
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*Phase 14 completed: 2026-02-02 (Topic Graph Memory - 6 plans)*
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*Phase 16 added: 2026-02-05 (Memory Ranking Enhancements - salience, usage tracking, lifecycle)*
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*Phase 16 plans created: 2026-02-05 (5 plans: salience, usage, novelty, vector lifecycle, BM25 lifecycle)*
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*Phase 17 added: 2026-02-05 (Agent Retrieval Policy - intent routing, tier detection, fallbacks)*
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*Phase 15 completed: 2026-02-05 (Configuration Wizard Skills - 5 plans: memory-storage, memory-llm, memory-agents, reference docs, plugin integration)*
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*Phase 16 completed: 2026-02-05 (Memory Ranking Enhancements - 5 plans: salience, usage, novelty, vector lifecycle, BM25 lifecycle)*
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*Phase 17 core implementation: 2026-02-05 (Plans 17-01 through 17-05: memory-retrieval crate with types, classifier, tier detector, executor, contracts)*
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*Phase 17 completed: 2026-02-06 (Plan 17-06: CLI/RPC integration with RetrievalHandler, retrieval status/classify/route commands)*

.planning/STATE.md

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See: .planning/PROJECT.md (updated 2026-01-30)
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**Core value:** Agent can answer "what were we talking about last week?" without scanning everything
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**Current focus:** v2.0 in progress - Phases 10.5-14 COMPLETE - Phase 15 ready for execution
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**Current focus:** v2.0 COMPLETE - All cognitive layers (0-5) plus ranking policy and retrieval brainstem implemented
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## Current Position
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Milestone: v2.0 Scheduler+Teleport (in progress)
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Current: Phase 15 - Configuration Wizard Skills (planning complete)
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Status: Phases 10.5-14 complete, Phase 15 plans ready for execution
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Last activity: 2026-02-02 -- Completed Phases 10.5, 11, 12, 13, and 14
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Milestone: v2.0 Scheduler+Teleport (COMPLETE)
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Current: Phase 17 - Agent Retrieval Policy (core complete, CLI polish pending)
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Status: Phases 10.5-17 complete (Phase 17 5/6 plans, CLI integration pending)
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Last activity: 2026-02-05 -- Completed Phases 15, 16, and 17 core implementation
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Progress Phase 10.5: [====================] 100% (3/3 plans)
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Progress Phase 11: [====================] 100% (4/4 plans)
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Progress Phase 12: [====================] 100% (5/5 plans)
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Progress Phase 13: [====================] 100% (4/4 plans)
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Progress Phase 14: [====================] 100% (6/6 plans)
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Progress Phase 15: [ ] 0% (0/5 plans)
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Progress Phase 15: [====================] 100% (5/5 plans)
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Progress Phase 16: [====================] 100% (5/5 plans)
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Progress Phase 17: [====================] 100% (6/6 plans)
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## Performance Metrics
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- Timestamps formatted as local time for human readability in CLI
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- SchedulerGrpcService delegates from MemoryServiceImpl when scheduler is configured
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**From 15-01 through 15-05:**
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- Interactive AskUserQuestion-based wizards for storage, LLM, and multi-agent configuration
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- State detection skips already-configured options
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- Three flag modes: --fresh, --minimal, --advanced
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- Skills: memory-storage, memory-llm, memory-agents
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**From 16-01:**
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- MemoryKind enum: Observation, Preference, Procedure, Constraint, Definition
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- SalienceScorer with configurable weights per memory kind
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- Salience score stored in TocNode and Grip at write time
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**From 16-02:**
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- CF_USAGE_COUNTERS column family for access tracking
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- UsageTracker with LRU cache for cache-first reads
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- Usage decay formula: usage_penalty(stats) returns 0.0-1.0
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**From 16-03:**
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- NoveltyChecker with opt-in (disabled by default)
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- Fail-open behavior: any failure returns "not duplicate"
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- Vector similarity threshold configurable
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**From 16-04 through 16-05:**
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- VectorLifecycleConfig with FR-08 retention rules
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- Bm25LifecycleConfig with FR-09 rules (disabled by default)
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- Scheduler jobs: VectorPruneJob, Bm25PruneJob
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**From 17-01:**
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- QueryIntent enum: Explore, Answer, Locate, TimeBoxed
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- CapabilityTier enum: Full (1), Hybrid (2), Semantic (3), Keyword (4), Agentic (5)
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- StopConditions: max_depth, max_nodes, timeout_ms, beam_width, min_confidence
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- ExecutionMode enum: Sequential, Parallel, Hybrid
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**From 17-02:**
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- IntentClassifier uses keyword heuristics (regex patterns)
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- Time constraint extraction: "last week", "yesterday", ISO dates
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- Confidence scoring for classification
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**From 17-03:**
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- TierDetector maps layer availability to tiers
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- CombinedStatus aggregates all layer health checks
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- GetRetrievalCapabilities proto message
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**From 17-04:**
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- FallbackChain defines layer sequence per tier
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- RetrievalExecutor with Sequential/Parallel/Hybrid modes
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- Bounded fan-out (beam_width) for parallel execution
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- Early stopping on sufficient results
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**From 17-05:**
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- ExplainabilityPayload tracks tier, layers tried, fallbacks, stop reason
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- SkillContract defines required steps for skill implementers
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- SKILL.md generation with retrieval policy requirements
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### Roadmap Evolution
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- Phase 15 added: Configuration Wizard Skills (AskUserQuestion-based interactive config wizards for storage, LLM, multi-agent)
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- Phase 16 added: Memory Ranking Enhancements (salience, usage tracking, novelty, index lifecycle)
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- Phase 17 added: Agent Retrieval Policy (tier detection, intent classification, fallbacks, explainability)
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### Pending Todos
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## Session Continuity
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Last session: 2026-02-02
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Stopped at: Completed Phases 10.5, 11, 12, 13, and 14 execution
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Last session: 2026-02-06
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Stopped at: All Phases 15-17 COMPLETE - CLI/RPC integration done, telemetry documented, config reference created
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Resume file: None
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Next action: Prepare v2.1 release or start next milestone
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## Milestone History
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| Plan | Wave | Description | Status |
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|------|------|-------------|--------|
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| 15-01 | 1 | memory-storage skill (storage, retention, cleanup, GDPR) | Ready |
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| 15-02 | 1 | memory-llm skill (provider, model discovery, cost, API test) | Ready |
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| 15-03 | 2 | memory-agents skill (multi-agent, tagging, query scope) | Ready |
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| 15-04 | 2 | Reference documentation (all reference/*.md files) | Ready |
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| 15-05 | 3 | Plugin integration (marketplace.json, memory-setup updates) | Ready |
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| 15-01 | 1 | memory-storage skill (storage, retention, cleanup, GDPR) | Complete |
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| 15-02 | 1 | memory-llm skill (provider, model discovery, cost, API test) | Complete |
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| 15-03 | 2 | memory-agents skill (multi-agent, tagging, query scope) | Complete |
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| 15-04 | 2 | Reference documentation (all reference/*.md files) | Complete |
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| 15-05 | 3 | Plugin integration (marketplace.json, memory-setup updates) | Complete |
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## Phase 16 Plans (Memory Ranking Enhancements)
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| Plan | Wave | Description | Status |
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|------|------|-------------|--------|
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| 16-01 | 1 | Salience scoring (MemoryKind enum, SalienceScorer) | Complete |
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| 16-02 | 1 | Usage counters (CF_USAGE_COUNTERS, UsageTracker, LRU cache) | Complete |
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| 16-03 | 2 | Novelty threshold (NoveltyChecker, opt-in, fail-open) | Complete |
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| 16-04 | 2 | Vector pruning automation (FR-08, per-level retention) | Complete |
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| 16-05 | 3 | BM25 lifecycle (FR-09, disabled by default, post-prune optimize) | Complete |
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## Phase 17 Plans (Agent Retrieval Policy)
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| Plan | Wave | Description | Status |
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|------|------|-------------|--------|
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| 17-01 | 1 | Core retrieval types (QueryIntent, CapabilityTier, StopConditions) | Complete |
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| 17-02 | 1 | Intent classification (IntentClassifier, time extraction) | Complete |
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| 17-03 | 2 | Tier detection (TierDetector, CombinedStatus, GetRetrievalCapabilities) | Complete |
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| 17-04 | 3 | Execution engine (FallbackChain, RetrievalExecutor, parallel/hybrid) | Complete |
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| 17-05 | 3 | Skill contracts (ExplainabilityPayload, SkillContract) | Complete |
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| 17-06 | 4 | CLI/RPC integration (RetrievalHandler, retrieval commands) | Complete |

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