@arnilo/prism 0.8.0 → 0.10.0

package/docs/scoped-agent-memory.md

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+# Scoped persistent agent memory — design concept
+
+Status: **concept**. The implemented contract is [Scoped memory](scoped-memory.md) (`@arnilo/prism-memory/scoped`). This page is the design rationale for workspace-scoped persistent agent memory — durable facts and procedures that are recorded, updated, and used automatically during agentic work. Terminology deliberately aligns with the existing Prism memory surfaces ([memory fabric](memory-fabric.md), [observational memory](compaction-observational-memory.md), [working and semantic memory](working-and-semantic-memory.md)) — see [Relationship to existing Prism memory surfaces](#relationship-to-existing-prism-memory-surfaces).
+
+## Problem and goals
+
+A host running agents over a workspace — a codebase, a professional practice, a research corpus — wants the agent to accumulate durable knowledge across sessions without manual curation: conventions, environment quirks, proven procedures, corrections, user preferences. The system must:
+
+- **Persist** durable facts and procedures per *scope of work* (workspace, codebase, content collection).
+- **Record automatically** — post-task reflection, not user-issued "remember this" commands only.
+- **Stay accurate at scale** — hundreds of accumulated records must not degrade routing, cost, or behavior.
+- **Be auditable** — professional work requires provenance, review, and human override.
+
+The canonical live experiment is the Hermes agent; its documented failure modes at scale define the requirements here.
+
+## Case study: Hermes agent
+
+Hermes (NousResearch/hermes-agent) is a self-improving personal agent. Its memory architecture:
+
+| Layer | Mechanism | Design constraint |
+| --- | --- | --- |
+| Declarative memory | `MEMORY.md` (2,200 chars) + `USER.md` (1,375 chars), injected as a frozen snapshot at session start | Hard capacity: an overflowing write returns an **error that forces consolidation** — never silent growth |
+| Episodic | SQLite FTS5 session search (`session_search`), ~20 ms, no LLM calls | Unlimited, never injected into prompts |
+| Procedural | Skills: markdown `SKILL.md` under `~/.hermes/skills/` (agentskills.io format) | Name + one-line description in the system prompt; full body loaded on demand (`skill_view`) — progressive disclosure |
+| Write loop | Background review agent after each turn, prompt biased toward action: *"most sessions produce at least one skill update"*; bar ≈ 5 tool calls / error recovery / user correction | Patch > edit > create; optional `write_approval` staging gate |
+
+What Hermes got right: bounded always-on memory with capacity-forced consolidation, episodic search off the prompt, progressive disclosure for skill bodies, and a background reflection loop instead of user-driven memory commands.
+
+### Documented failure modes at scale
+
+- **Catalog inflation (issue [#22620](https://github.com/NousResearch/hermes-agent/issues/22620)):** every skill's name + category + description is injected into the system prompt on *every turn*. 243 skills ≈ 10–15K tokens per API call; a 130-skill setup ≈ 4K tokens/turn. Routing is done by making the model attend over the whole catalog, so prompt cost and selection confusion scale O(N) with library size.
+- **Lazy-loading demand (issue [#2045](https://github.com/NousResearch/hermes-agent/issues/2045)):** 87 bundled skills ≈ 1.5–2K tokens before any user content; users manually prune (73 → 26 in one report).
+- **No metabolism (issue [#12877](https://github.com/NousResearch/hermes-agent/issues/12877)):** skills are add-only. No decay, no invalidation, no usage-based cleanup. The library grows monotonically and useful skills are buried under throwaways.
+- **No write-quality gate (#12877 §1):** ~5 tool calls is enough to mint a permanent "skill." A one-off debugging session becomes procedural knowledge with no consolidation or validation — working memory promoted directly to long-term memory.
+- **Skill islands (#12877 §3):** no composition between skills; the same logic (e.g. a TDD workflow) is duplicated across many skills; association fields are decorative.
+- **No conflict detection (#12877 §4):** only identical *names* are blocked; near-duplicate *functionality* competes for execution and produces chaotic output.
+- **Community-validated fix inside #22620:** usage-decay scoring (`score = uses × exp(−Δdays/30)`) plus a hard character budget for the skill list cut catalog tokens ~70% at zero LLM cost — evidence that decay-weighted routing is the right primitive.
+
+**Root cause synthesis:** Hermes solved read-path token economics (progressive disclosure) but left the *routing surface* O(N) in the prompt and gave the *write path* no quality gate, no garbage collection, no deduplication, and no conflict resolution. "Misfiring" is the routing problem: as semantic overlap across hundreds of descriptions grows, selection degrades, and stale or duplicate entries win over correct ones.
+
+## Research basis
+
+| System | Contribution taken |
+| --- | --- |
+| **Mem0** ([arXiv 2504.19413](https://doi.org/10.48550/arxiv.2504.19413)) | Write path as extraction + adjudication: an LLM decides ADD / UPDATE / DELETE / NOOP against existing memories. Solves add-only bloat; strong LoCoMo results against MemGPT/A-MEM baselines. |
+| **Zep / Graphiti** ([arXiv 2501.13956](https://arxiv.org/html/2501.13956)) | Temporal validity as a first-class citizen: every fact carries `valid_at`/`invalid_at`; a new fact *closes* the old one rather than duplicating it. Solves fact staleness and contradiction. |
+| **A-MEM** ([arXiv 2502.12110](https://arxiv.org/abs/2502.12110), NeurIPS'25) | Zettelkasten-style memory: notes carry structured attributes (keywords, tags, contextual descriptions), **link generation** to related notes, and **memory evolution** — new notes update the representations of old ones. Solves island isolation. |
+| **Agent Workflow Memory** ([arXiv 2409.07429](https://arxiv.org/abs/2409.07429), ICML'25) | Procedural induction by mining *repeated* sub-routines across trajectories and abstracting out instance-specific context before storage. Fixes "one successful session becomes a skill." |
+| **Generative Agents** ([arXiv 2304.03442](https://arxiv.org/abs/2304.03442)) | Memory-stream retrieval scored by **relevance × recency × importance**, plus periodic **reflection** that synthesizes higher-level insights once accumulated importance crosses a threshold. |
+| **Voyager** ([arXiv 2305.16291](https://arxiv.org/html/2305.16291v2)) | Skill-library precedent: skills retrieved by embedding top-k, and a skill enters the library only after **execution verification** — promotion gates are not new. |
+| **HippoRAG** ([NeurIPS'24](https://proceedings.neurips.cc/paper_files/paper/2024/file/6ddc001d07ca4f319af96a3024f6dbd1-Paper-Conference.pdf)) | Associative multi-hop recall via knowledge graph + personalized PageRank, for "everything connected to this" queries beyond nearest-neighbor retrieval. |
+| **Letta sleep-time compute** ([arXiv 2504.13171](https://arxiv.org/abs/2504.13171)) | Memory consolidation moved off the interaction path: a background pass reorganizes memory between sessions, improving accuracy while cutting per-turn cost. |
+| **Anthropic Agent Skills** ([engineering post](https://www.anthropic.com/engineering/equipping-agents-for-the-real-world-with-agent-skills)) | Progressive disclosure as a three-level spec; the always-loaded layer (name + description) is the routing surface and must stay tiny. |
+
+## Design principles
+
+1. **Memory is a first-class artifact of the workspace.** Versioned with the workspace, reviewable like code, and *scoped*: a record created in scope X is invisible outside X. One silo per workspace; a separate tiny global layer for user preferences (profile ≠ project).
+2. **Typed memory, one store per type, different physics per type.** Facts are bounded and always-on; episodes are append-only and searchable; notes/insights are linked and evolving; procedures earn permanence through reuse.
+3. **Write-heavy is the failure mode.** Writes are gated by repetition, adjudication, and conflict detection. The default write action is *no-op*.
+4. **Reads are query-driven, never catalog-driven.** Routing happens through a retrieval tool, not attention over an injected list. Prompt cost is O(1) in library size.
+5. **Metabolism, not accumulation.** Usage-decay garbage collection, validity windows, capacity-forced consolidation. Every record can die.
+6. **Abstention beats misfiring.** Below a relevance floor, the memory returns "nothing relevant." An agent confidently following a *wrong* retrieved record is worse than one starting fresh.
+
+## System description
+
+### Scope model
+
+The unit of memory is the **scope**: a workspace root, codebase, project directory, or content collection. Records carry a `scope` binding and are retrieved only within it — scope itself is the largest single precision filter (a query inside `~/work/api-server` never competes with records from other projects). A distinct, optional global scope holds user-profile facts; nothing crosses scope boundaries by default.
+
+### Storage — typed records, not one bucket
+
+```
+<workspace>/.memory/
+  facts.md              # always-on, hard character budget
+  records/*.md          # searchable semantic memory: notes, procedures, insights
+  episodes.db           # SQLite FTS5, append-only session logs
+  index.db              # FTS5 (+ optional embeddings) over records — derived, rebuildable
+```
+
+Record format — markdown with frontmatter, human-editable, git-diffable, PR-reviewable:
+
+```markdown
+---
+id: rec_7f3a91c2d0b4
+type: procedure        # fact | note | procedure | insight
+scope: ~/work/api-server
+status: candidate      # candidate → verified → archived (promotion ladder)
+created: 2026-06-14
+valid: [2026-06-14, ]  # validity window; a superseding write closes it
+provenance: session 8a2f, turn 41   # every claim traceable to its source
+uses: 0                # retrieval activations
+last_used: null
+links: [rec_deploy_rollback, rec_pg_pool]
+---
+## Deploy without downtime
+1. ... (steps abstracted from instance specifics)
+```
+
+Rationale: human override and review are non-negotiable for professional work — diffs, blame, and PR review come free. This mirrors the Hermes `journey edit/delete` lesson (users *must* be able to prune) and generalizes it to full version control.
+
+**Prism realization.** In the composed Prism stack (next section) the [memory fabric](memory-fabric.md) is the source of truth for records and the session store/observational ledger owns episodes; usage/status/staging live in a gitignored JSON ledger (`<workspace>/.memory/state.json`); `<workspace>/.memory/` markdown is a **git audit mirror** — a rendered export of fabric notes + ledger counters for diff/review — not a second storage engine. One write path, two views.
+
+### Write path — reflect, adjudicate, gate
+
+A background reflection pass runs post-task on the session digest (Hermes's background review; Letta's sleep-time compute), on a cheaper model. Four hard differences from Hermes:
+
+1. **Conservative bias.** The review prompt's prior is *"most sessions update nothing"* — the explicit inversion of Hermes's action-biased prompt. Write triggers: user correction, error→recovery, a technique reused *within* the session, or an explicit "remember this."
+2. **Adjudication before write** (Mem0). Retrieve the top-k nearest existing records; the writer decides ADD / UPDATE / MERGE / NOOP against them. Duplication is killed at write time, not by later cleanup.
+3. **Temporal supersession** (Zep/Graphiti). A contradicting fact closes the old record's validity window — never two live records claiming opposite things. Conflict is detected *at write*, not at misfire time.
+4. **Promotion ladder** (Voyager; #12877 recommendation). Post-task output is a `candidate` note, never a procedure. A candidate becomes `verified` after **N successful reuses** (N ≈ 2–3) logged from actual retrieval→outcome feedback; insights promoted from reflections follow the same gate. Real-but-unproven knowledge lives as a note; only proven repetition earns procedure status. This single gate eliminates most of Hermes's throwaway-skill flood, because throwaways are never reused.
+
+After the gate: **link generation** against retrieved neighbors (A-MEM) so records compose instead of islanding, and every record carries provenance back to the session/turn that produced it.
+
+### Read path — where misfiring is prevented
+
+- **In the system prompt:** `facts.md` only (bounded, ~1–2K tokens) plus one line — "memory available, N records in this scope." Never the record list. Routing is a tool call, not attention over a catalog: prompt cost stays flat regardless of library size.
+- **`memory_search(query)`** — hybrid retrieval: lexical (FTS5/BM25, milliseconds, $0) plus embeddings when available, reranked by a Generative-Agents-style score extended with usage feedback:
+  `score = relevance × exp(−Δdays/τ) × importance × (1 + log uses)`
+  The decay term is exactly the mechanism community-measured at ~70% catalog reduction inside Hermes issue #22620.
+- **Activation budget:** top-3 results per query, and an **abstain floor** — below a similarity threshold the tool returns "no relevant memory."
+- **Link traversal:** follow `links:` one hop for associative recall (HippoRAG-lite). No graph database — frontmatter adjacency only.
+
+### Lifecycle — metabolism
+
+An idle/nightly consolidation pass (cheap model, off the interaction path):
+
+- **Garbage collection by usage decay.** Archive `candidate` records unused for ~30 days; archive `verified` records below a usage-decay threshold. Recommend-then-delete, never silent deletion (git keeps history regardless).
+- **Near-duplicate merge.** Records flagged by embedding similarity above threshold are merged or invalidated.
+- **Promotion/demotion** per the ladder, from logged retrieval→outcome feedback.
+- **Capacity-forced consolidation of `facts.md`.** When a facts write would exceed the budget, the write *fails* with "consolidate first" (the Hermes overflow-error pattern) — the writer must merge or remove entries in the same action. The always-on layer can therefore never rot.
+- **Digest.** A weekly human-readable diff of memory changes (git already provides the bookkeeping).
+
+### Trust boundary
+
+- **Secret redaction** of record content via the shipped needle redactor (`createSecretRedactor` / observational `secrets` / working-memory `redactJson`).
+- **Injection/exfiltration scanning** of record content before any prompt injection (patterns, invisible Unicode) — Hermes does this for `MEMORY.md`; extend to all records. This is a new scoped primitive (`scanScopedMemoryContent`); it is not the secret redactor.
+- **Staged approval.** Writes may be staged for human review (`write_approval`-style). Default: off for personal scopes, on for team/professional scopes.
+- **Scope isolation.** Records never leak across workspace roots; the global user layer is opt-in per record.
+- **Provenance on every record.** Any memory-driven decision can be traced to the session and turn that produced the record (same philosophy as observational memory's source-backed ids and the recall path).
+
+## Failure-mode → mechanism map
+
+| Hermes failure mode | Mechanism here | Backing |
+| --- | --- | --- |
+| Catalog tokens O(N)/turn | Routing via retrieval tool; never list injection | #22620, #2045; Anthropic three-level disclosure |
+| Wrong entry wins selection | Abstain floor + top-3 budget + decay-weighted scoring | Generative Agents; measured decay fix in #22620 |
+| Throwaway-skill flood | candidate→verified promotion after N reuses | Voyager verification; #12877 §1; AWM repetition mining |
+| Duplicates | Write-time ADD/UPDATE/MERGE/NOOP adjudication | Mem0 |
+| Contradictory live facts | Validity windows; supersede, don't duplicate | Zep/Graphiti |
+| Record islands | Link generation + memory evolution on write | A-MEM; HippoRAG traversal |
+| Unreviewable autonomous writes | Markdown + git + provenance + staged approval | Hermes `journey`/`write_approval` generalized |
+| No cleanup | Usage-decay GC + consolidation pass | Letta sleep-time; #12877 §2 |
+
+## Evaluation
+
+Non-negotiable for professional use; memory must earn its complexity:
+
+1. **Task win-rate A/B** — a fixed task suite per scope, run with memory on / off / never-consolidated. If memory does not lift win rate or reduce turns, it ships off by default.
+2. **Retrieval precision@3** against a hand-labeled query set per workspace; alert on drops — the leading indicator of misfiring.
+3. **Health metrics** — duplication rate, candidate→verified conversion rate, activation rate (retrieved-and-used / retrieved), and prompt token cost per turn vs. library size (target: flat).
+4. **LoCoMo-style recall probes** for the episodic layer, the standard benchmark in the Mem0/Zep line.
+
+## Relationship to existing Prism memory surfaces
+
+The placement principle: **the scoped layer is a policy and lifecycle layer, not a fifth store.** Mechanism lives in the engines and the fabric; policy lives in the scoped layer. This section concretizes how the layers compose into one memory-management system.
+
+### Layered architecture and ownership
+
+| Layer | Surface | Owns | Never does |
+| --- | --- | --- | --- |
+| Raw transcript | [Session stores](session-stores.md) | append-only entries, branches, bounded lexical search | — |
+| Episodic ledger | [Observational memory](compaction-observational-memory.md) | source-backed observations/reflections (12-hex ids, `sourceEntryIds`), exact-id recall and branch pages, optional work-scope index; observer/reflector/dropper workers are the only writers | no semantic retrieval, no wholesale prompt injection, no downstream re-observation |
+| Memory engines | [Working and semantic memory](working-and-semantic-memory.md) | `Embedder`/vector/working-store contracts, consent lifecycle, lineage invalidation, importance, recall scoring | no policy |
+| Durable records | [Memory fabric](memory-fabric.md) | typed notes (`fact`/`procedure`/`file`/`working`/`episode`), validity windows, consolidation folding, linker/evolution workers, five governed tools, file jail, context provider, `forget`/legal hold | no autonomy — every write is an explicit caller decision |
+| Policy + lifecycle | [Scoped memory](scoped-memory.md) (`@arnilo/prism-memory/scoped`) | conservative post-run writer, promotion ladder, usage-decay GC, abstain floor + activation budget, workspace-root scope identity, git audit mirror, usage/status/staging JSON ledger | no store, no engine, no context-block type, no second write path |
+| Knowledge compiler | [LLM wiki](wiki.md) (`@arnilo/prism-memory/wiki`) | regenerable `.wiki/` pages with line-anchored citations over raw sources; `wiki_ingest` / `wiki_record_insight` | session-derived experience (that is scoped memory); it is not a memory store |
+
+**Wiki boundary / routing.** Wiki compiles *source-cited knowledge* (files, docs, papers — regenerable, `file://…#Lxx-Lyy`). Scoped memory holds *session-derived experience* (primary fabric records, provenance `sourceEntryIds`). No storage overlap: wiki writes `.wiki/` + `raw/ingest/`; scoped writes fabric notes + `<scopeRoot>/.memory/state.json` + the git mirror. Route source-cited material to wiki; route session-derived experience to scoped policy. The post-run reviewer must not file a wiki-pageable insight as a scoped fact.
+
+Two invariants carry over unchanged: observational memory stays **episodic** (promotion out of the ledger is an explicit host write — fabric's `promotedFrom` over a closed work scope), and the fabric never widens consent or visibility.
+
+### Ideal composition for a persistent-memory agent
+
+```ts
+// 1. Engines — workspace root is resourceId; threadId is a stable silo id (not the session id)
+const memory = createMemory({ tenantId: host, resourceId: workspaceRoot, threadId: "scoped", embedder, stores });
+// 2. Durable records — folding, links, evolution on by policy
+const fabric = createMemoryFabric({ memory, observational, consolidate: { threshold: 0.85 },
+                                    linker: { enabled: true }, evolution: { enabled: true } });
+// 3. Episodic ledger per session; work-scope index bound to the workspace
+om.attach(session);
+// 4. Gate fabric tools + workers to this session
+fabric.attach(session);
+// 5. Injection: ONLY the bounded working facts block reaches the prompt
+registries.contextProviders.register("memory-fabric",
+  fabric.createContextProvider({ includeWorking: true, includeSemantic: false }));
+const agent = await resolveAgentDefinition(
+  { name: "assistant", model, context: ["memory-fabric"], tools: ["memory.recall"] },
+  { registries, providerSource });
+// 6. Scoped policy module (host-side, the new part): post-run review,
+//    usage logging on recall hits, idle promotion/GC jobs, .memory/ git mirror
+```
+
+End-to-end flow:
+
+1. **During the session** — observational workers record source-backed observations/reflections; compaction renders prepared memory; the agent may call `memory.recall`/`memory.insert` directly; the prompt carries only the bounded facts block.
+2. **After the run** — the scoped policy reviews the session digest on a cheap model, biased to no-op, and promotes the *generalizable* part through `fabric.remember` as `candidate` notes carrying `sourceEntryIds` provenance (or `reflectionId` for notes derived from a closed-scope reflection). Folding adjudicates duplicates; linker/evolution connect and refine.
+3. **Next session** — facts block (working notes) always on; everything else via `memory.recall` (`kinds: ["procedure"]` stays opt-in, `asOf` honors validity, `budget` caps tokens). Recall hits log `uses`.
+4. **Idle/nightly** — promotion job converts candidates with N logged successful reuses to `verified`; usage-decay GC archives the rest; the facts block is consolidated under its budget; the git mirror renders the diff for human review.
+
+### Read/write paths across layers
+
+| Write-path step | Owner |
+| --- | --- |
+| Trigger (post-run, noop-biased) | scoped policy |
+| Extraction with provenance | observational reflection → `reflectionId`/`sourceEntryIds` |
+| Adjudicate ADD/UPDATE/supersede | fabric consolidation folding (cosine threshold 0.85) |
+| Close contradicted facts | fabric `validTo` + `supersedes` |
+| Link + evolve neighbors | fabric linker/evolution workers |
+| Status `candidate`, usage counters, staging/approval | scoped JSON ledger (`<scopeRoot>/.memory/state.json`) — not fabric note metadata |
+
+| Read-path step | Owner |
+| --- | --- |
+| Always-on bounded facts | working block via the fabric context provider — the only injected surface |
+| Query-driven records | `memory.recall` (kinds/asOf/budget) + scoped abstain floor, top-3 budget, decay-weighted scoring |
+| Associative recall | `links` traversal (recall hits with `explain.link: true`) |
+| Episodic specifics | observational exact-id recall / `searchConversation` lexical pages |
+
+### Research leverage map
+
+How the research findings land on shipped surfaces versus policy added by this concept:
+
+| Finding | Source | Shipped in Prism | Added by this concept |
+| --- | --- | --- | --- |
+| Write adjudication (ADD/UPDATE/DELETE/NOOP) | Mem0 | fabric consolidation folding (insert / rewrite / supersede) | MERGE of near-duplicates in the GC pass |
+| Importance weighting | Mem0 | `importance` / `importanceFrom` hook | — |
+| Temporal validity windows | Zep/Graphiti | fabric `validFrom`/`validTo`, recall `asOf` | — |
+| Invalidate, don't duplicate | Zep/Graphiti | supersede fold at write | — |
+| Bi-temporal time (event vs ingestion) | Zep/Graphiti | `tRef` vs `ingestedAt` | — |
+| Link generation | A-MEM | fabric linker worker | — |
+| Memory evolution | A-MEM | fabric evolution worker | — |
+| Relevance × recency × importance scoring | Generative Agents | fabric recall scoring (similarity/recency/importance) | usage feedback `(1 + log uses)` + exp decay |
+| Verify before permanence | Voyager | — | promotion ladder (N reuses) |
+| Mine repeated routines, abstract instance specifics | AWM | — | conservative review writes abstracted candidates |
+| Off-path consolidation | Letta sleep-time | — (idle-job placement) | GC/promotion/facts consolidation on a cheap model |
+| Tiny always-loaded layer, disclosure on demand | Anthropic skills | recall tools + working block only | abstain floor + top-3 activation budget |
+| Hybrid BM25 + cosine + graph walk | Zep/Graphiti | partial: embedding score + link traversal; lexical on branch search | fusing lexical into one recall — open question |
+| Known-secret redaction | runtime / OM | `createSecretRedactor`, observational `secrets`, working `redactJson` | — |
+| Injection / exfil / invisible Unicode scan | Hermes MEMORY.md | — (redactor is needle-only) | `scanScopedMemoryContent` (pure patterns) |
+
+### Deliberate deviations
+
+- **Against Mem0's accumulate-and-rank-at-query.** Mem0's current algorithm appends dated variants and ranks at query time. This design sides with Zep: close the validity window at write. Rationale: the scoped layer injects few records, so each must be *the* trusted record; ranking dated variants at retrieval reintroduces the Hermes catalog/misfire problem one layer down.
+- **Beyond both Mem0 and Zep.** Neither gates *procedures* by reuse — that is exactly the Hermes failure (#12877: ~5 tool calls = permanent skill). The promotion ladder is the addition, from Voyager/AWM.
+- **Not adopted (deferred):** graph engines and community detection (frontmatter `links` + one-hop traversal suffice inside a scoped silo); Zep-style episodic subgraph summarization (the observational reflector already does hierarchical episodic summarization with provenance — adopting it would duplicate a shipped layer).
+
+## Non-goals / deferred
+
+- No vector database, graph database, or external memory provider in the core design — embeddings only where lexical retrieval measurably fails (inside a scoped silo it mostly will not).
+- No second write path — the scoped policy writes only through the fabric, so folding, consent, and lineage rules apply to every write.
+- No cross-scope federation or sharing; add only when a multi-workspace pattern measurably needs it.
+- No autonomous deletion of human-authored records; GC proposes, humans dispose.
+
+## Open questions
+
+- Exact promotion thresholds (N reuses, decay τ, similarity floors) — must be empirically tuned per workload class (coding vs. research vs. professional ops).
+- Whether the global user-profile layer reuses the working-memory store or a separate facts silo.
+- Team-scope semantics: per-user silos sharing one workspace root, or one shared silo with author-attributed records.
+
+Closed at primitive review: evaluation harness reuses `@arnilo/prism-core/governance/evals` scorer/dataset contracts and adds only scoped fixtures + `runScopedMemoryEval`.

package/docs/scoped-memory.md

@@ -0,0 +1,138 @@
+# Scoped memory (`@arnilo/prism-memory/scoped`)
+
+## What it does
+
+`createScopedMemoryPolicy()` is a **policy and lifecycle layer** over stores a host already configured with `createMemory()` and `createMemoryFabric()`. It does not add a fifth store. It owns workspace-root identity, a conservative post-run writer, a candidate→verified promotion ladder, usage-decay GC proposals, an abstain floor plus activation budget on recall, a bounded working facts block, a git audit mirror, and a JSON usage/staging ledger at `<scopeRoot>/.memory/state.json`.
+
+**Routing.** Source-cited knowledge belongs in [`@arnilo/prism-memory/wiki`](wiki.md) (regenerable, line-anchored). Session-derived experience belongs in scoped memory (primary fabric records with `sourceEntryIds` provenance). The post-run reviewer must not duplicate a wiki-pageable insight as a scoped fact.
+
+## When to use it
+
+Use it when a host wants durable facts and procedures to accumulate across sessions for one workspace without injecting the whole library into the prompt. Leave it off when an eval A/B shows no win-rate lift. Do not use it as a wiki, an observational-memory replacement, or a second vector store.
+
+## Inputs / request
+
+### `createScopedMemoryPolicy(options)`
+
+| Field | Type | Required | Default | Description |
+| :--- | :--- | :--- | :--- | :--- |
+| `memory` | `Memory` | yes | — | `createMemory()` instance. `scope.resourceId` must equal `resolve(scopeRoot)`; `scope.threadId` is required (stable workspace silo, not a session id). |
+| `fabric` | `MemoryFabric` | yes | — | `createMemoryFabric()` over that memory. |
+| `scopeRoot` | `string` | yes | — | Workspace root. Create is inert: no attach, no files. |
+| `policy` | `ScopedMemoryPolicyKnobs` | no | see knobs | Tuning. Unknown fields ignored; invalid values fail closed. |
+
+### Knobs (`policy`)
+
+| Knob | Default | Role |
+| :--- | :--- | :--- |
+| `promotion.reuseThreshold` | `2` | Flip ledger `candidate` → `verified` after this many successful recall uses. No fabric rewrite. |
+| `decay.tauDays` | `30` | Time constant for `score = fabricScore × exp(−ageDays/tauDays) × (1 + ln(1 + uses))`. |
+| `decay.candidateArchiveDays` | `30` | Unused candidates this old become GC archive proposals. |
+| `activation.topK` | `3` | Recall budget after the floor. |
+| `activation.minSimilarity` | `0.35` | Abstain floor (`hit.similarity ?? hit.score`). |
+| `facts.block` | `"facts"` | Working-block label for `rememberFact`. |
+| `facts.maxChars` | `2200` | Overflow throws `MemoryLimitError` (`consolidate first`). |
+| `approval.default` | `"off"` | `"off"` writes reviewer proposals immediately; `"staged"` queues them on `pending()`. |
+
+### Methods
+
+| Method | Input | Notes |
+| :--- | :--- | :--- |
+| `recall(query, opts?)` | query string | Wraps `fabric.recall` with oversample, floor, topK, usage increment. |
+| `reviewSession(digest, { reviewer, prompt? })` | string or entry array | One fake/real reviewer call. Strict JSON: `{kind, content, sourceEntryIds}` only; `kind` is `fact` or `procedure`; `sourceEntryIds` non-empty. Garbage → zero writes, no throw. |
+| `promotionPass()` | — | Ledger status only. |
+| `gcPass()` | — | Proposes archives onto `pending()`. Never deletes. Skips `legal_hold`. |
+| `health()` | — | Counts + conversion/activation/duplication rates. |
+| `rememberFact(text)` | non-empty string | Appends the facts block after `scanScopedMemoryContent`. |
+| `pending()` | — | Reviewer stages and GC archives. |
+| `approve(id)` / `reject(id)` | pending id | Approve writes/forgets; reject drops the proposal (archive restore uses `prevStatus`). |
+| `renderMirror()` | — | Deterministic markdown under `<scopeRoot>/.memory/`; gitignores `state.json`. |
+
+### Eval and scan
+
+- `runScopedMemoryEval({ fixtures, fakeProvider? })` — fixture-only. Rejects `memory` / `policy` / `fabric` / `vectorStore`. Default fake answers from recall context or `"unknown"`. Reports A/B `winRate`, Precision@3 (mean `\|relevant ∩ top3\| / 3`, alert below floor 0.5), LoCoMo (`failedClosed` when `expectedId` was never seeded), and `health()`.
+- `createScopedMemoryHealthCommand({ policy })` — `scoped-memory:health`.
+- `scanScopedMemoryContent(text)` — `{ ok: true }` or `{ ok: false, class: "prompt-injection" \| "exfil" \| "invisible-unicode" }`. Writes fail closed on a match.
+- `scoreScopedHit(score, uses, ageDays, tauDays)` — the read-policy formula.
+
+## Outputs / response / events
+
+Create returns a frozen `ScopedMemoryPolicy` (`scopeRoot`, `settings`, methods). No events; fabric/memory events are unchanged.
+
+`recall` → `{ hits, abstained, explain }`. Empty hits + `abstained: true` when nothing clears the floor.
+
+`reviewSession` → `{ proposed, written, staged, status: { candidate } }`.
+
+`promotionPass` → `{ promoted }`. `gcPass` → `{ proposed, archived }` (`archived` stays 0 until the host `approve`s).
+
+`health` → `{ notes: { candidate, verified, archived }, conversionRate, activationRate, duplicationRate }`.
+
+`rememberFact` → `void` or `MemoryLimitError` / `MemoryValidationError`. `renderMirror` writes `notes/<id>.md`, `facts.md`, `.gitignore`.
+
+## Request/response example
+
+```json
+{
+  "scopeRoot": "/tmp/workspace",
+  "policy": {
+    "promotion": { "reuseThreshold": 2 },
+    "decay": { "tauDays": 30, "candidateArchiveDays": 30 },
+    "activation": { "topK": 3, "minSimilarity": 0.35 },
+    "facts": { "block": "facts", "maxChars": 2200 },
+    "approval": { "default": "off" }
+  },
+  "recall": {
+    "hits": [{ "id": "aaaaaaaaaaaa", "kind": "fact", "content": "SSH listens on 2222", "score": 0.91 }],
+    "abstained": false
+  }
+}
+```
+
+## Implementation example
+
+```ts
+import { createHashEmbedder, createMemory } from "@arnilo/prism-memory";
+import { createMemoryFabric } from "@arnilo/prism-memory/fabric";
+import { createScopedMemoryPolicy } from "@arnilo/prism-memory/scoped";
+
+const memory = createMemory({
+  tenantId: "host",
+  resourceId: workspaceRoot,
+  threadId: "scoped",
+  embedder: createHashEmbedder({ dimensions: 8 }),
+});
+const fabric = createMemoryFabric({ memory, consolidate: false });
+const policy = createScopedMemoryPolicy({ memory, fabric, scopeRoot: workspaceRoot });
+
+await policy.rememberFact("SSH jump host listens on 2222");
+await policy.reviewSession(digest, { reviewer });
+const { hits, abstained } = await policy.recall("SSH 2222");
+await policy.promotionPass();
+await policy.gcPass();
+await policy.renderMirror();
+```
+
+Runnable walk (scope guard → overflow → review → recall → promotion → GC approve → mirror): `examples/scoped-memory.ts`.
+
+Inject only the facts block: `fabric.createContextProvider({ includeWorking: true, includeSemantic: false })`.
+
+## Extension and configuration notes
+
+The policy is off until the host constructs it. `reviewer` is host-supplied (LLM or fake). `approval.default: "staged"` makes reviewer writes host-gated. `createScopedMemoryHealthCommand` follows the observational `om:status` command factory. Eval fixtures live next to the runner; import eval APIs from `@arnilo/prism-memory/scoped` (no `./scoped/eval` subpath).
+
+## Security and performance notes
+
+- **Scope identity:** create throws if `resourceId !== resolve(scopeRoot)` or `threadId` is missing. Observational session mismatch stays `fabric.attach`.
+- **Writes fail closed:** `scanScopedMemoryContent` then the memory redactor. Matches name a class; payloads are not logged.
+- **GC never silently deletes.** `legal_hold` notes are not proposed. Host `approve` calls `fabric.forget`.
+- **Sizing:** one reviewer call per run; ledger I/O per recall; off by default. Activation is top-3 after the floor, not the whole library.
+- **Mirror** skips scan failures. `state.json` is gitignored; markdown is the audit copy, not a second engine.
+
+## Related APIs
+
+- [Memory fabric](memory-fabric.md): typed notes this policy writes and recalls through.
+- [Working and semantic memory](working-and-semantic-memory.md): `createMemory`, consent, redaction, `exportMemory`.
+- [Observational memory](compaction-observational-memory.md): episodic ledger; scoped facts keep `sourceEntryIds`.
+- [LLM wiki](wiki.md): source-cited knowledge compiler — not session-derived experience.
+- [Scoped agent memory design concept](scoped-agent-memory.md): rationale, Hermes case study, research basis.
+- [Evaluations](evaluations.md): trajectory/outcome scorers; scoped eval is fixture-only on this subpath.

package/docs/session-store-conformance.md

@@ -25,8 +25,7 @@ Use this helper when implementing a DB-backed `SessionStore` (for example, the r
 - session ids remain isolated (`assertSessionStoreConforms` always probes a secondary session)
 - optional concurrent fork children of the same parent succeed when `exerciseConcurrentParentAppend: true`
 - optional durable reopen/idempotency survival when `runSessionStoreConformance(..., { exerciseReopen: true })`
-- optional `searchSessions` bounds/ownership/empty-page checks when `exerciseSearchSessions: true` (`assertSessionStoreSearchSessions`)
-- optional `searchSessions` bounds/ownership/empty-page checks when `exerciseSearchSessions: true` (`assertSessionStoreSearchSessions`)
+- optional `searchSessions` case when `exerciseSearchSessions: true` (`assertSessionStoreSearchSessions`): invalid limit/query/kind rejection, empty-page bounds, limit cap, a written-message round-trip asserting `entryId`/`runId`/`turn`/`snippet` point at the match, one hit per session when a second entry also matches, the `kind` filter excluding non-matching entries, and ownership bounds
 
 ## Inputs / request
 

package/docs/session-stores.md

@@ -24,7 +24,7 @@ import type { SessionStore, SessionEntry } from "@arnilo/prism";
 | `list(sessionId)` | Return all entries for one session in stored order. Development fallback for branch reads. |
 | `get?(id)` | Return one entry by id, if present. Optional. |
 | `readBranchPath?(query)` | Optional DB-friendly branch read. Return one branch's ancestor chain as a `PersistencePage<SessionEntry>` so the runtime can avoid `list(sessionId)`. |
-| `searchSessions?(query)` | Optional bounded session search (`SessionSearchQuery` → `PersistencePage<SessionSearchHit>`). SQLite/Postgres implement FTS + metadata filters; memory default is linear; JSONL throws `SessionSearchUnsupportedError`. |
+| `searchSessions?(query)` | Optional bounded session search (`SessionSearchQuery` → `PersistencePage<SessionSearchHit>`). SQLite/Postgres implement FTS + metadata filters; memory and JSONL scan linearly (JSONL re-reads its file per query). |
 
 Public helpers:
 
@@ -110,9 +110,13 @@ Recognize it with `isSessionAppendConflict(error)`, not message text. Built-in s
 - Branch semantics are parent links plus a leaf id. External UIs should keep branch handles as `(sessionId, leafId)`; RPC exposes an additional `handleId` for active handles.
 - Development stores can omit `readBranchPath`; the runtime falls back to `list(sessionId)` and the pure in-memory branch walk. Database-backed stores should implement `readBranchPath` so `entries()`, `clone()`, and context rebuild read only the selected ancestor chain.
 
-## Session search (0.0.11)
+## Session search
 
-Bounded `SessionIndex` / `searchSessions` lists sessions by optional `workspaceRoot` (`metadata.workspaceRoot`), provider/model, label/summary, time range, ownership, and optional text `query` (FTS on SQLite/Postgres; case-sensitive substring on memory linear). Hits require `sessionId` and may include `leafId` for `checkout`; never credentials or whole transcripts.
+Bounded `SessionIndex` / `searchSessions` lists sessions by optional `workspaceRoot` (`metadata.workspaceRoot`), provider/model, label/summary, time range, ownership, and optional text `query`. SQLite/Postgres run indexed full-text search; the memory and JSONL stores scan linearly (case-sensitive substring, capped by the contract linear caps; JSONL re-reads and parses its file per query, see [Node JSONL session store](node-jsonl-session-store.md)). Hits require `sessionId` and may include `leafId` for `checkout`; never credentials or whole transcripts.
+
+When a text `query` matches, the hit points at one matched entry per session (the store's best-ranked match on the indexed SQLite/Postgres paths, the first match in transcript order on the linear memory/JSONL paths): `entryId`, `runId`, and a 1-based `turn` (transcript position, `(timestamp, id)` order) locate it, `score` is the store relevance where the store has an index (higher is better; SQLite bm25 negated, Postgres `ts_rank_cd`; absent on linear stores; a non-discriminative term can legitimately score 0, so test for presence, not `> 0`), and `snippet` is bounded context around the match in that entry. Hits stay ordered by session `updatedAt` with cursor pagination, so hosts rank by `score` client-side when they want relevance order.
+
+`SessionSearchQuery.kind` restricts which entry kinds the query may match (one kind or a list; omitted or `"any"` = all). Annotation search is `kind: ["label", "summary", "metadata", "custom"]`; `kind: "label"` without a `query` lists sessions that carry an annotation entry. Unknown kinds fail closed with `TypeError`. Indexed text is transcript message text plus label/summary - tool arguments and tool results are never indexed, so they cannot leak through search.
 
 ```ts
 import { createMemorySessionStore, resolveSessionSearchQuery } from "@arnilo/prism";
@@ -121,32 +125,28 @@ const store = createMemorySessionStore([], { sessionSearchMode: "linear" });
 const page = await store.searchSessions!({
   workspaceRoot: "/repo",
   query: "flake",
+  kind: "any",
   limit: 20,
 });
+// [{ sessionId, leafId, entryId, runId, turn, score, snippet, ... }]  // score is absent on linear stores
 // Opt out: createMemorySessionStore([], { sessionSearchMode: "unsupported" })
 // Raise the in-process scan caps for a small but large-query session set (defaults are the contract caps):
 const wide = createMemorySessionStore([], { search: { maxLinearSessions: 5_000, maxLinearEntries: 50_000 } });
 ```
 
-Finite caps (defaults / hard): page 20/100; query string 4 KiB/16 KiB; snippet 512 B/4 KiB; cursor 1 KiB/4 KiB; memory linear sessions 1000/5000, entries 10000/50000, bytes 8 MiB/64 MiB; DB FTS candidates 1000/5000. Overflow fails closed via `resolveSessionSearchQuery`. See [Phase 6 evidence](_evidence/review-coverage-2026-07-22-phase-6.md).
-
-## Session search (0.0.11)
-
-Bounded `SessionIndex` / `searchSessions` lists sessions by optional `workspaceRoot` (`metadata.workspaceRoot`), provider/model, label/summary, time range, ownership, and optional text `query` (FTS on SQLite/Postgres; case-sensitive substring on memory linear). Hits require `sessionId` and may include `leafId` for `checkout`; never credentials or whole transcripts.
+The JSONL store exposes the same `searchSessions` contract through the same matcher, with no index:
 
 ```ts
-import { createMemorySessionStore, resolveSessionSearchQuery } from "@arnilo/prism";
+import { createJsonlSessionStore } from "@arnilo/prism/node/session-store-jsonl";
 
-const store = createMemorySessionStore([], { sessionSearchMode: "linear" });
-const page = await store.searchSessions!({
-  workspaceRoot: "/repo",
-  query: "flake",
-  limit: 20,
-});
-// Opt out: createMemorySessionStore([], { sessionSearchMode: "unsupported" })
+const store = createJsonlSessionStore("./sessions.jsonl");
+const page = await store.searchSessions!({ workspaceRoot: "/repo", query: "flake", limit: 20 });
+// Every query reads and parses the file: O(corpus) time and memory, caps default to the linear caps.
 ```
 
-Finite caps (defaults / hard): page 20/100; query string 4 KiB/16 KiB; snippet 512 B/4 KiB; cursor 1 KiB/4 KiB; memory linear sessions 1000/5000, entries 10000/50000, bytes 8 MiB/64 MiB; DB FTS candidates 1000/5000. Overflow fails closed via `resolveSessionSearchQuery`. See [Phase 6 evidence](_evidence/review-coverage-2026-07-22-phase-6.md).
+Finite caps (defaults / hard): page 20/100; query string 4 KiB/16 KiB; snippet 512 B/4 KiB; cursor 1 KiB/4 KiB; memory linear sessions 1000/5000, entries 10000/50000, bytes 8 MiB/64 MiB (also the JSONL scan caps); DB FTS candidates 1000/5000. Overflow fails closed via `resolveSessionSearchQuery`.
+
+Sizing (plan 095): SQLite FTS5 and the Postgres `tsvector` column are maintained additively at append time (no background job). On the 100k-turn fixture in `scripts/benchmark-scenarios/session-search.mjs` (stored tool output, which is never indexed), the index is 18.8% of transcript page bytes and query p95 is 38 ms (`node scripts/benchmark.mjs --scenario session-search`; ceiling 100 ms). Stores receive already-redacted entries, so the index inherits the same redaction as session reads. Unindexed stores (memory, JSONL) trade that cost for O(corpus) per query — see `examples/session-search.ts` for both paths side by side.
 
 ## Security and performance notes
 

package/docs/supervisors.md

@@ -10,29 +10,49 @@ Use a supervisor when a host or agent must choose a child dynamically. Use `@arn
 
 ## Inputs / request
 
-**Option surfaces** — `CreateSupervisorOptions` (ownership, child catalog, hooks, `childEvents`, limits), `SupervisorLimits` / `ResolvedSupervisorLimits` (depth, active children, child events, bytes), `DelegationWaitOptions` (`timeoutMs`, `signal`), `CreateSpawnAgentToolOptions` / `CreateDelegationControlToolOptions` (supervisor, tool name, sync/async mode), `WorktreeChildFactoryOptions` (workspace lifecycle, repository, roots), and `ObserveSupervisorLifecycleOptions` (supervisor, emit, redactor, steps).
+**Option surfaces** — `CreateSupervisorOptions` (ownership, child catalog, hooks, `childEvents`, `childEventSink`, `signal`, limits), `SupervisorLimits` / `ResolvedSupervisorLimits` (depth, active children, child events, bytes, per-second rate), `SupervisorChildPolicy` (lifetime, report, milestone, budget share), `DelegationRequest` (child, input, thread, limits, lifetime, report, milestone, budget share, signal), `DelegationWaitOptions` (`timeoutMs`, `signal`), `SupervisorRunSummary` / `SupervisorChildSummary` (recovery counters), `CreateSpawnAgentToolOptions` / `CreateDelegationControlToolOptions` (supervisor, tool name, sync/async mode), `WorktreeChildFactoryOptions` (workspace lifecycle, repository, roots), and `ObserveSupervisorLifecycleOptions` (supervisor, emit, redactor, steps).
 
 | API/field | Meaning |
 | --- | --- |
-| `createSupervisor({ ownership, children })` | Creates one ownership-scoped supervisor. |
-| `SupervisorChild.createAgent(context)` | Child-owned factory; receives derived resource/thread IDs, narrowed permission, abort signal, and nested `delegate`. |
-| `delegate({ childId, input, threadId?, limits?, signal? })` | Invokes one allow-listed child. Input is text and byte-bounded. |
-| `delegateAsync({ childId, input, threadId?, limits?, signal? })` | Starts one local child and returns `{ delegationId, status: "running" }` without waiting for its result. |
-| `wait(delegationId)` / `cancel(delegationId)` | Joins one local async child (capped at supervisor timeout) or aborts it. Unknown and foreign IDs share one denial. |
-| `createSpawnAgentTool({ supervisor, name? })` | Returns non-exclusive `spawn_agent` tool for a parent model. Its closed schema exposes only host child IDs, input, optional thread ID, and `mode`. |
+| `createSupervisor({ ownership, children, signal? })` | Creates one ownership-scoped supervisor. Aborting `signal` (session end) ends every running child and closes the event stream. |
+| `SupervisorChild.createAgent(context)` / `policy` | Child-owned factory; receives derived resource/thread IDs, narrowed permission, abort signal, and nested `delegate`. `policy` carries host ceilings/defaults for lifetime, report, milestone cadence, and budget share. |
+| `delegate({ childId, input, threadId?, limits?, lifetime?, report?, milestone?, budgetShare?, signal? })` | Invokes one allow-listed child. Input is text and byte-bounded. Sync `delegate()` rejects `lifetime: "session"`. |
+| `delegateAsync({ ... })` | Starts one local child and returns `{ delegationId, status: "running" }`. `lifetime: "session"` detaches the child from the caller signal so it survives caller turns. |
+| `wait(delegationId)` / `cancel(delegationId)` | Joins one local async child (capped at supervisor timeout) or aborts it, session-lifetime included. Unknown and foreign IDs share one denial. |
+| `createSpawnAgentTool({ supervisor, name? })` | Returns non-exclusive `spawn_agent` tool for a parent model. Its closed schema exposes only host child IDs, input, optional thread ID, `mode`, `lifetime`, `report`, `milestone.everyTurns`, and `budgetShare`. |
 | `createWaitAgentTool` / `createCancelAgentTool` | Return `wait_agent` / `cancel_agent` tools for host-owned async handles. |
 | `Supervisor.childIds` | Frozen advertised child-id list the spawn tool's schema enum is built from; model arguments cannot extend it. |
 | `hooks.before` | May reject, modify redacted input, or narrow limits/policy. |
 | `hooks.after` | Observes redacted terminal summary; failures cannot alter settled result. |
-| `limits` | Depth 4/16, active children 4/32, input 64 KiB/1 MiB, steps 8/64, tools 32/256, tokens 20k/1m, timeout 60s/30m, event queue 128/4096, child events/delegation 256/4096, child-event bytes 32 KiB/256 KiB default/hard. Over-cap `delegate()` throws `SupervisorLimitError` before incrementing `activeChildren`. Hook rejection and timeout decrement the count exactly once (no leaked timers). |
+| `limits` | Depth 4/16, active children 4/32, input 64 KiB/1 MiB, steps 8/64, tools 32/256, tokens 20k/1m, timeout 60s/30m, event queue 128/4096, child events/delegation 256/4096, child-event bytes 32 KiB/256 KiB, child events/second 10/1000 default/hard. Over-cap `delegate()` throws `SupervisorLimitError` before incrementing `activeChildren`. Hook rejection and timeout decrement the count exactly once (no leaked timers). |
 
 ## Outputs / response / events
 
-`delegate()` returns the child's `AgentRunResult` or throws its `AgentRunError`/a supervisor denial or limit error. `delegateAsync()` returns a local running handle; `wait()` returns its result (or `{ status: "cancelled" }` after `cancel()`), and stays idempotent while its terminal record is retained (bounded by `limits.maxQueuedEvents`; an evicted or foreign id returns the same non-enumerating error). `subscribe()` emits bounded `delegation_started`, `delegation_finished`, `delegation_rejected`, and `delegation_error` metadata events. Graceful close drains already-queued terminal events before the iterator completes (same core multiplexer contract). Hosts may project those events through observability `handleDelegation()` using the parent Prism run ID; no OpenTelemetry dependency enters this package.
+`delegate()` returns the child's `AgentRunResult` or throws its `AgentRunError`/a supervisor denial or limit error. A failure (an error or a run-limit death) publishes `child_failed` before the terminal `delegation_error`: the redacted `reason`, the terminal `status` and `stopReason`, the plan-086/087 `RunLimitBreach` (`limit`, `maximum`, `observed`) in `limit` when a configured ceiling fired, and terminal `usage`. Host cancels, policy denials, and hook rejections are not failures and never emit it. `delegateAsync()` returns a local running handle; `wait()` returns its result (or `{ status: "cancelled" }` after `cancel()`), and stays idempotent while its terminal record is retained (bounded by `limits.maxQueuedEvents`; an evicted or foreign id returns the same non-enumerating error). `subscribe()` emits bounded `delegation_started`, `delegation_finished`, `delegation_rejected`, and `delegation_error` metadata events, plus the opt-in child-event family below. Aborting `CreateSupervisorOptions.signal` aborts every running child (session- and task-lifetime) and closes the stream. Hosts routing child events onto a parent session stream pass `childEventSink`; it receives the identical payload the supervisor stream carries — a redacted, capped, rate-coalesced `AgentEvent` tagged with `child: { childId, delegationId, depth }` (contract type `ChildEventOrigin`) — so a parent subscriber can route it with `event.child` and no per-type handling. Hosts may project the lifecycle events through observability `handleDelegation()` using the parent Prism run ID; no OpenTelemetry dependency enters this package.
+
+### Child lifetime, reporting, and budget share
+
+Every `SupervisorChild` may carry a `policy` of host ceilings/defaults; a `DelegationRequest` may only narrow them (report is clamped to the ceiling, `everyTurns` can only be raised, budget share takes the lower value, and session lifetime is denied unless the host enabled it). Defaults are exactly the 0.8 behavior: `lifetime: "task"`, `report: "on-complete"`, no milestone, no share.
+
+- **Lifetime.** `task` children stay linked to the caller signal. `session` children must be started with `delegateAsync` (`spawn_agent` routes them to it automatically): they detach from the caller and ancestor-child signals, keep running across parent turns, hold an `activeChildren` slot until they end, and stop on `cancel(delegationId)` or when `CreateSupervisorOptions.signal` aborts.
+- **Report.** `on-complete` publishes nothing per turn (the default). `milestones` publishes `child_milestone` (`turn`, redacted `childEvent`) when `milestone.everyTurns` divides the child turn or a host `milestone.predicate` matches; with neither configured it reports the milestone event subset. `stream` publishes every per-turn provider/tool/turn event as `delegation_child_event` — never per-token `message_delta` or full `message_*` payloads; the supervisor-wide `childEvents: true` does the same for children without their own policy.
+- **Budget share.** `budgetShare` (0, 1] scales the inherited `maxSteps`/`maxToolCalls`/`maxTokens`/`timeoutMs` before `narrowSupervisorLimits` clamps them, so a child can never exceed its parent or host limits. It is a fraction of the *inherited supervisor limits*, not of live parent-run usage (the tool boundary carries no parent budget snapshot).
+- **Caps and rate.** Projected child events pass the supervisor `redactor` first, are capped by `limits.maxChildEventsPerDelegation` and `limits.maxChildEventBytes`, and are rate-coalesced to `limits.maxChildEventsPerSecond` (default 10/s per child, floor 1/s window). A capped child publishes one `delegation_child_events_capped`; coalescing publishes `delegation_child_events_coalesced` with the dropped count when a window closes or the pump stops, so gaps are never silent. Size the rate to the host event loop: 10/s per child is trivial for a UI; raise it only for a child whose tool events are the UI.
 
 ### Child event passthrough (opt-in)
 
-`createSupervisor({ childEvents: true })` projects a redacted, size-capped **milestone** subset of child `AgentEvent`s onto the same stream as `delegation_child_event` (tagged `childId`, `delegationId`, `depth`). v1 covers run start/finish/`suspended`/`denied` and tool-execution started/finished/error/blocked — not per-token `message_delta`. Default off: the stream is byte-identical to today (no subscribe, no allocation). Caps: `limits.maxChildEventsPerDelegation` (256/4096) and `limits.maxChildEventBytes` (32 KiB/256 KiB); exceeding either drops further child events and emits one `delegation_child_events_capped` marker (never throws). Events pass through the supervisor `redactor` before emission. Children never receive supervisor internals or store/subscription access. Resume-path rebuilds (`resumeNestedRun`) attach the same pump to the rebuilt child session, so a delegation that suspended for approval keeps projecting milestones after the root run resumes; counters restart per pump, so each attempt gets the full cap.
+`createSupervisor({ childEvents: true })` raises the default report ceiling to `stream` for children without their own `policy.report`: it projects redacted, size-capped child `AgentEvent`s onto the same stream as `delegation_child_event` (tagged `childId`, `delegationId`, `depth`). Covered: run start/finish/`suspended`/`denied`, tool-execution started/finished/error/blocked, and turn/provider-turn started/finished — not per-token `message_delta` or full `message_*` payloads. Default off: the stream is byte-identical to today (no subscribe, no allocation). Per-child `policy.report` is authoritative; a model request can only lower it. Caps: `limits.maxChildEventsPerDelegation` (256/4096), `limits.maxChildEventBytes` (32 KiB/256 KiB), and `limits.maxChildEventsPerSecond` (10/1000); exceeding count/bytes drops further child events and emits one `delegation_child_events_capped` marker, exceeding the rate coalesces into `delegation_child_events_coalesced` (never throws). Events pass through the supervisor `redactor` before emission. Children never receive supervisor internals or store/subscription access. Resume-path rebuilds (`resumeNestedRun`) replay the persisted report/every-turns/share policy onto the rebuilt child session, so a delegation that suspended for approval keeps projecting milestones after the root run resumes; counters restart per pump, so each attempt gets the full cap.
+
+### Recovery telemetry
+
+`summary()` returns one frozen row per allow-listed child — `{ childId, attempts, retries, failures, failureRadius, outcome }` — maintained incrementally (O(1) per delegation, O(children) to read) and cumulative for the supervisor's lifetime, so a host can diff snapshots per root run or watch a long-lived supervisor without host-side aggregation.
+
+- `outcome` is `idle` before the first delegation, `running` while any is live, otherwise the `delegation_finished.status` vocabulary (`succeeded`/`failed`/`aborted`/`suspended`/`denied`) or `rejected` for a hook denial. Resuming a suspended run updates the outcome but is not a new attempt.
+- `attempts` counts started delegations, hook rejections included. `retries` counts attempts started after a `failed`/`aborted` outcome — the recovery re-dispatch metric.
+- `failures` counts delegations that died on an error or a limit; host cancels, denials, and hook rejections are excluded.
+- `failureRadius` is the blast radius of the child's most recent failure: task-lifetime descendant delegations still live at that moment. An unrelated or already-finished child is not counted, and a session-lifetime child is detached from the failed subtree by design.
+
+Failure attribution is the same object the `child_failed` event carries, so a host that only keeps the summary and one that only keeps events read the same taxonomy.
 
 ## Request/response example
 
@@ -63,7 +83,7 @@ const result = await supervisor.delegate({ childId: "research", input: "Check so
 
 ## Model-facing spawn tool
 
-`createSpawnAgentTool({ supervisor })` turns the same host-owned child allow-list into non-exclusive `spawn_agent` tool calls, so independent calls use the parent session's `toolConcurrency`. The schema has only `childId`, `input`, optional `threadId`, and `mode: "sync" | "async"` (default `sync`); unknown children fail closed as standard tool errors before delegation. Model arguments cannot supply child tools, identity, scopes, or higher limits. Async returns only a local `{ delegationId, status: "running" }` handle. Install `wait_agent` once per handle for wait-all, or `cancel_agent` to abort it; cancellation is terminally reported by `wait_agent`. Parent-run abort propagates to running children. Handles are in-process, ownership-scoped, and bounded — they do not survive host restart.
+`createSpawnAgentTool({ supervisor })` turns the same host-owned child allow-list into non-exclusive `spawn_agent` tool calls, so independent calls use the parent session's `toolConcurrency`. The schema has only `childId`, `input`, optional `threadId`, `mode: "sync" | "async"` (default `sync`), `lifetime: "task" | "session"`, `report`, `milestone.everyTurns`, and `budgetShare`; unknown children and malformed policy args fail closed as standard tool errors before delegation. Model arguments cannot supply child tools, identity, scopes, predicate functions, or higher limits. Async returns only a local `{ delegationId, status: "running" }` handle; a `lifetime: "session"` spawn is always async. Install `wait_agent` once per handle for wait-all, or `cancel_agent` to abort it (also the explicit end for a session-lifetime child); cancellation is terminally reported by `wait_agent`. Parent-run abort propagates to running task-lifetime children only. Handles are in-process, ownership-scoped, and bounded — they do not survive host restart.
 
 ```ts
 import { createAgent } from "@arnilo/prism";
@@ -109,7 +129,7 @@ Supervisors propagate parent `identity` and `effectStore` to every child agent/r
 - [A2A interoperability](a2a.md): separate remote protocol boundary. `A2ATaskLifecycle` adapts host durable agent/workflow state directly; it does not route A2A execution through local supervisor child planning.
 - [Workflows](workflows.md): preferred deterministic orchestration.
 - [Coding workspaces](coding-workspaces.md): opt-in per-child worktree isolation via `createWorktreeChildFactory`.
-- [Coding agent tools](coding-agent-tools.md): opt-in `observeSupervisorLifecycle` bridges supervisor `delegation_*` events to coding `subagent_started` / `subagent_stopped` for host timelines.
+- [Coding agent tools](coding-agent-tools.md): opt-in `observeSupervisorLifecycle` bridges supervisor `delegation_*` events to coding `subagent_started` / `subagent_stopped` for host timelines; `supervisor.summary()` covers recovery counters (`retries`, `failures`, `failureRadius`) that the lifecycle bridge does not carry.
 - Examples: [`examples/autonomous-coding-loop.ts`](../examples/autonomous-coding-loop.ts) — per-child models, factory returns `Agent`; [`examples/spawn-agent-tool.ts`](../examples/spawn-agent-tool.ts) — two model-requested explore children in one tool turn.
 - [Working and semantic memory](working-and-semantic-memory.md): child scope construction.
 - [Host security](host-security.md): permission and credential boundaries.