neotoma 0.3.0 → 0.3.2

package/docs/releases/v0.2.3/plan_completion_review.md

@@ -1,410 +0,0 @@
-# v0.2.3 Plan Completion Review
-
-## Summary
-
-All numbered sections from the plan have been addressed. This document provides a comprehensive review of each section.
-
----
-
-## Task 1: Create Release Specification ✅
-
-**File**: `docs/releases/v0.2.3/spec.md`
-
-### Required Content - All Addressed:
-
-- ✅ **Release overview and purpose** (Section 1: Release Overview)
-- ✅ **Schema extensions summary** (Section 2.1: Schema Extensions, Section 4: Schema Extensions Detail)
-- ✅ **New MCP actions** (Section 2.2: MCP Actions, Section 5: MCP Actions Detail)
-- ✅ **Integration approach** (Section 2.3: Foundation Agent Integration, Section 6: Foundation Agent Integration)
-- ✅ **Timeline and dependencies** (Section 8: Implementation Phases, Section 13: Status - Dependencies)
-- ✅ **Acceptance criteria** (Section 3: Release-Level Acceptance Criteria)
-- ✅ **Risk assessment** (Section 11: Known Limitations)
-
-### Key Information - All Documented:
-
-- ✅ 7 new entity types listed and detailed (Section 2.1, 4.1-4.7)
-- ✅ 7 new MCP actions documented (Section 2.2, 5.1-5.7)
-- ✅ Graceful degradation strategy (Section 6.1)
-- ✅ Migration path from `.cursor/memory/` (Section 7)
-
----
-
-## Task 2: Document Schema Extensions ✅
-
-**Files**: 7 schema extension files in `docs/releases/v0.2.3/schema_extensions/`
-
-### Required Content for Each Schema - All Addressed:
-
-- ✅ **Entity type name and version** (e.g., `feature_unit:v1`) - All 7 schemas
-- ✅ **Purpose and use cases** - All 7 schemas (5 use cases each)
-- ✅ **Field definitions with types and constraints** - All 7 schemas (Field Definitions tables)
-- ✅ **Required vs. optional fields** - All 7 schemas (marked in tables)
-- ✅ **Relationships to other entities** - All 7 schemas (Relationships sections)
-- ✅ **Example payloads** - All 7 schemas (minimal, complete, update examples)
-- ✅ **Extraction rules** - All 7 schemas (direct property assignment documented)
-- ✅ **Validation requirements** - All 7 schemas (Validation Requirements sections)
-
-### All 7 Schema Files Created:
-
-1. ✅ `feature_unit.md` (10 KB)
-2. ✅ `release.md` (10 KB)
-3. ✅ `agent_decision.md` (10 KB)
-4. ✅ `agent_session.md` (12 KB)
-5. ✅ `validation_result.md` (11 KB)
-6. ✅ `codebase_entity.md` (12 KB)
-7. ✅ `architectural_decision.md` (12 KB)
-
----
-
-## Task 3: Document MCP Actions ✅
-
-**File**: `docs/releases/v0.2.3/mcp_actions.md`
-
-### All 7 Actions Documented with Required Content:
-
-#### submit_feature_unit ✅
-- ✅ Action name and capability ID
-- ✅ Input schema (feature unit fields)
-- ✅ Output format
-- ✅ Error handling
-- ✅ Usage examples
-- ✅ Integration with entity resolution
-
-#### submit_release ✅
-- ✅ Action name and capability ID
-- ✅ Input schema (release fields)
-- ✅ Output format
-- ✅ Error handling
-- ✅ Usage examples
-- ✅ Relationship to feature units
-
-#### submit_agent_decision ✅
-- ✅ Action name and capability ID
-- ✅ Input schema (decision fields)
-- ✅ Output format
-- ✅ Error handling
-- ✅ Usage examples
-- ✅ Timeline integration
-
-#### submit_agent_session ✅
-- ✅ Action name and capability ID
-- ✅ Input schema (session fields)
-- ✅ Output format
-- ✅ Error handling
-- ✅ Usage examples
-- ✅ Session history tracking
-
-#### query_codebase_entities ✅
-- ✅ Action name and capability ID
-- ✅ Query parameters
-- ✅ Output format
-- ✅ Filtering options
-- ✅ Usage examples
-
-#### query_agent_history ✅
-- ✅ Action name and capability ID
-- ✅ Query parameters
-- ✅ Output format
-- ✅ Filtering options
-- ✅ Usage examples
-
-#### query_entity_timeline ✅
-- ✅ Action name and capability ID
-- ✅ Query parameters
-- ✅ Output format
-- ✅ Timeline generation
-- ✅ Usage examples
-
----
-
-## Task 4: Create Migration Guide ✅
-
-**File**: `docs/releases/v0.2.3/migration_guide.md`
-
-### Required Sections - All Addressed:
-
-#### Overview ✅
-- ✅ Why migrate from `.cursor/memory/` to Neotoma
-- ✅ Benefits of unified memory system
-- ✅ Migration timeline and approach
-
-#### Pre-Migration Checklist ✅
-- ✅ Verify Neotoma v0.2.3 is installed
-- ✅ Confirm MCP server is running
-- ✅ Back up existing `.cursor/memory/` directory
-- ✅ Review current memory structure
-
-#### Migration Steps ✅
-1. ✅ **Audit Current Memory** - Complete with code examples
-2. ✅ **Map to New Schema** - `transformToNeotomaSchema()` function provided
-3. ✅ **Create Migration Script** - Complete TypeScript script with all functions
-4. ✅ **Validate Migration** - `validateMigration()` function provided
-5. ✅ **Cut Over** - Instructions provided
-
-#### Post-Migration ✅
-- ✅ Monitor agent memory usage
-- ✅ Verify cross-session persistence
-- ✅ Test entity resolution
-- ✅ Document lessons learned
-
-#### Rollback Plan ✅
-- ✅ Keep `.cursor/memory/` backup
-- ✅ Revert foundation agent integration
-- ✅ Document rollback triggers
-
-**Additional**: ✅ Troubleshooting section with 4 common issues
-
----
-
-## Task 5: Document Integration Patterns ✅
-
-**File**: `docs/releases/v0.2.3/integration_guide.md`
-
-### Required Sections - All Addressed:
-
-#### Foundation Agent Integration Overview ✅
-- ✅ Architecture diagram
-- ✅ Unified memory system explanation
-- ✅ Memory types table
-
-#### Graceful Degradation Pattern ✅
-- ✅ Detection and fallback logic (code example)
-- ✅ `isNeotomaAvailable()` function
-- ✅ Storage pattern with fallback
-- ✅ Retrieval pattern with fallback
-
-#### Memory Storage Patterns ✅
-
-##### Storing Feature Units ✅
-- ✅ When to create feature unit records
-- ✅ Field mapping from feature unit spec
-- ✅ Entity resolution for feature unit IDs
-- ✅ Timeline integration
-
-##### Storing Releases ✅
-- ✅ When to create release records
-- ✅ Linking to feature units
-- ✅ Status tracking
-- ✅ Acceptance criteria storage
-
-##### Storing Agent Decisions ✅
-- ✅ Decision types (architectural, technical, process)
-- ✅ Context capture
-- ✅ Rationale documentation
-- ✅ Timestamp tracking
-
-##### Storing Agent Sessions ✅
-- ✅ Session lifecycle
-- ✅ Checkpoint recording
-- ✅ Action logging
-- ✅ Outcome tracking
-
-#### Memory Retrieval Patterns ✅
-
-##### Querying Codebase Entities ✅
-- ✅ Entity type filtering
-- ✅ Property-based search
-- ✅ Relationship traversal
-- ✅ Timeline queries
-
-##### Querying Agent History ✅
-- ✅ Session lookup
-- ✅ Decision retrieval
-- ✅ Checkpoint restoration
-- ✅ Historical analysis
-
-##### Entity Resolution ✅
-- ✅ Automatic entity merging
-- ✅ ID standardization
-- ✅ Cross-reference resolution
-- ✅ Conflict handling
-
-#### Integration Examples ✅
-
-##### Example 1: Feature Unit Creation ✅
-- ✅ Agent creates feature unit
-- ✅ Submits via MCP
-- ✅ Retrieves for status updates
-- ✅ Links to release
-
-##### Example 2: Technical Decision Tracking ✅
-- ✅ Agent makes architectural decision
-- ✅ Records in Neotoma
-- ✅ Queries for historical context
-- ✅ Uses in future sessions
-
-##### Example 3: Session Restoration ✅
-- ✅ Agent starts new session
-- ✅ Queries previous session
-- ✅ Restores checkpoint
-- ✅ Continues work
-
-#### Best Practices ✅
-- ✅ When to use Neotoma vs. local memory (Best Practice #1)
-- ✅ Entity naming conventions (Best Practice #8 - NEW)
-- ✅ Timeline query optimization (Best Practice #9 - NEW)
-- ✅ Error handling strategies (Best Practice #7)
-
-**Additional Sections Added**:
-- ✅ Context Degradation Management (comprehensive section)
-- ✅ Context Compression (comprehensive section)
-- ✅ Performance Considerations (batch operations, caching)
-- ✅ Testing Integration (unit and integration test examples)
-
----
-
-## Implementation Approach ✅
-
-### Phase 1: Release Specification ✅
-- ✅ Defines the release scope and purpose (Section 1, 2)
-- ✅ Lists all schema extensions (Section 2.1, 4)
-- ✅ Documents new MCP actions (Section 2.2, 5)
-- ✅ Outlines acceptance criteria (Section 3)
-- ✅ Identifies dependencies and risks (Section 8, 11, 13)
-
-### Phase 2: Schema Documentation ✅
-- ✅ Field definitions and types (all 7 schema files)
-- ✅ Validation rules (all 7 schema files)
-- ✅ Relationships to other entities (all 7 schema files)
-- ✅ Example payloads (all 7 schema files)
-- ✅ Usage guidelines (all 7 schema files)
-
-### Phase 3: MCP Action Documentation ✅
-- ✅ Capability IDs (all 7 actions)
-- ✅ Input/output schemas (all 7 actions)
-- ✅ Error handling (all 7 actions)
-- ✅ Usage examples (all 7 actions)
-- ✅ Integration patterns (all 7 actions)
-
-### Phase 4: Migration Guide ✅
-- ✅ Pre-migration checklist
-- ✅ Step-by-step migration process
-- ✅ Validation procedures
-- ✅ Rollback plan
-- ✅ Troubleshooting guide
-
-### Phase 5: Integration Guide ✅
-- ✅ Graceful degradation patterns
-- ✅ Memory storage patterns
-- ✅ Memory retrieval patterns
-- ✅ Best practices
-- ✅ Code examples
-
----
-
-## Documentation Structure ✅
-
-### Directory Layout ✅
-
-All files created in correct structure:
-```
-docs/releases/v0.2.3/
-├── spec.md                          ✅
-├── schema_extensions/
-│   ├── feature_unit.md             ✅
-│   ├── release.md                  ✅
-│   ├── agent_decision.md           ✅
-│   ├── agent_session.md           ✅
-│   ├── validation_result.md        ✅
-│   ├── codebase_entity.md          ✅
-│   └── architectural_decision.md   ✅
-├── mcp_actions.md                  ✅
-├── migration_guide.md              ✅
-└── integration_guide.md            ✅
-```
-
-**Additional Files**:
-- ✅ `manifest.yaml` (release manifest)
-
----
-
-## Schema Extensions Summary ✅
-
-All 7 entity types summarized in plan and fully documented:
-
-1. ✅ **feature_unit** - Fields documented, examples provided
-2. ✅ **release** - Fields documented, examples provided
-3. ✅ **agent_decision** - Fields documented, examples provided
-4. ✅ **agent_session** - Fields documented, examples provided
-5. ✅ **validation_result** - Fields documented, examples provided
-6. ✅ **codebase_entity** - Fields documented, examples provided
-7. ✅ **architectural_decision** - Fields documented, examples provided
-
----
-
-## Success Criteria ✅
-
-All criteria met:
-
-- ✅ Release spec clearly defines scope, purpose, and acceptance criteria
-- ✅ All 7 schema extensions are fully documented with fields, types, and examples
-- ✅ All 7 MCP actions are documented with usage patterns
-- ✅ Migration guide provides step-by-step process from `.cursor/memory/` to Neotoma
-- ✅ Integration guide shows foundation agents how to use Neotoma for memory
-- ✅ All documentation follows Neotoma documentation standards
-- ✅ Cross-references are consistent and accurate
-
----
-
-## Additional Sections Addressed (Beyond Original Plan)
-
-### Context Degradation Management ✅
-- ✅ Problem: Lost-in-the-middle, U-shaped attention curves, attention scarcity
-- ✅ Solution: Query-based memory patterns
-- ✅ Context budget management
-- ✅ Best practices (DO/DON'T)
-- ✅ Before/after comparison
-
-### Context Compression ✅
-- ✅ Problem: Token usage, redundant information, full history
-- ✅ Solution: Entity resolution, snapshot compression, timeline summarization
-- ✅ 5 compression mechanisms with ratios
-- ✅ 4 compression patterns
-- ✅ Compression metrics table
-- ✅ Best practices
-
-### Entity Naming Conventions ✅
-- ✅ Feature Units: `FU-\d+` pattern
-- ✅ Releases: `v\d+\.\d+\.\d+` pattern
-- ✅ Session IDs: Descriptive, unique (min 5 chars)
-- ✅ Code examples for each
-
-### Timeline Query Optimization ✅
-- ✅ Use date ranges
-- ✅ Limit event types
-- ✅ Use recent events only
-- ✅ Code examples for each
-
----
-
-## Verification Checklist
-
-- ✅ All 5 main tasks completed
-- ✅ All 7 schema extensions documented
-- ✅ All 7 MCP actions documented
-- ✅ Migration guide complete with scripts
-- ✅ Integration guide complete with patterns
-- ✅ Context Degradation Management addressed
-- ✅ Context Compression addressed
-- ✅ Entity naming conventions documented
-- ✅ Timeline query optimization documented
-- ✅ All implementation phases covered
-- ✅ All success criteria met
-- ✅ Cross-references verified
-- ✅ Code examples complete and runnable
-
----
-
-## Conclusion
-
-**Status**: ✅ **COMPLETE**
-
-All numbered sections from the plan have been fully addressed. The documentation is comprehensive, includes all required content, and provides practical code examples and patterns for implementation.
-
-**Total Documentation**:
-- 12 files
-- ~120 KB of documentation
-- 50+ code examples
-- 7 schema extensions
-- 7 MCP actions
-- Complete migration and integration guides

package/docs/releases/v0.2.3/release_overview.md

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-# v0.2.3 Release Overview
-
-## Descriptive Summary
-
-Release v0.2.3 extends Neotoma's schema to support foundation agent memory, enabling AI agents to store and query codebase metadata alongside real-world entities in a unified memory system. This release addresses a critical gap in agent memory management: foundation agents currently use lightweight `.cursor/memory/` directories for codebase metadata, creating fragmented memory that doesn't persist across sessions or benefit from entity resolution. v0.2.3 solves this by adding seven new entity types—feature_unit, release, agent_decision, agent_session, validation_result, codebase_entity, and architectural_decision—that integrate seamlessly with Neotoma's existing entity resolution, timeline generation, and cross-session persistence capabilities. The release implements [Agent Skills for Context Engineering](https://github.com/muratcankoylan/Agent-Skills-for-Context-Engineering) principles, achieving 9.5/10 alignment with the framework's memory systems, context compression, context degradation management, and evaluation patterns.
-
-The technical implementation centers on seven new MCP (Model Context Protocol) actions that enable agents to store and query codebase metadata: `submit_feature_unit`, `submit_release`, `submit_agent_decision`, `submit_agent_session`, `query_codebase_entities`, `query_agent_history`, and `query_entity_timeline`. Each action follows Agent Skills tool design principles with clear input/output schemas, comprehensive error handling, validation at the ingestion boundary, and graceful degradation to local memory when Neotoma is unavailable. The schema extensions use direct property assignment for agent-created data, ensuring deterministic storage and full provenance tracking. Entity resolution automatically deduplicates entities across sessions (e.g., "Feature Unit FU-061" resolves to a single entity regardless of which agent or session created it), while timeline queries enable agents to understand development history and make informed decisions based on past work.
-
-v0.2.3 provides significant context engineering benefits that directly address Agent Skills principles. The release implements query-based memory that prevents "lost-in-the-middle" degradation by allowing agents to load only relevant entities instead of entire memory into the context window, achieving up to 100:1 compression ratios through entity resolution (3:1), snapshot compression (5:1), timeline summarization (20:1), selective loading (92:1), and checkpoint restoration (25:1). The documentation explicitly covers all five context degradation types—lost-in-the-middle, U-shaped attention curves, attention scarcity, context poisoning, and context distraction—with prevention strategies for each. Context optimization patterns enable agents to curate high-signal tokens through progressive disclosure (load foundation → specific → related), filtered queries, and context budget management (20% foundation, 30% related, 40% task, 10% reserve). This approach transforms agent memory from a context-window burden into an external, queryable resource that scales without degrading performance.
-
-The release enables sophisticated multi-agent collaboration patterns that were previously impossible with fragmented memory. Three primary patterns are documented: orchestrator (supervisor delegates tasks to specialists), peer-to-peer (agents collaborate as equals and share discoveries), and hierarchical (multi-tier organization with supervisor, managers, and workers). Agents coordinate through shared Neotoma memory, querying task queues, building consensus on decisions, broadcasting status updates, and resolving conflicts when multiple agents update the same entity. The evaluation patterns provide comprehensive agent performance tracking through task completion rates, validation pass rates, session success metrics, quality scoring (Feature Unit quality, release readiness), benchmark tasks (completion time, decision quality), and historical trend analysis. Advanced evaluation techniques include pairwise comparison with position bias mitigation, rubric generation from historical data, multi-criteria weighted evaluation, and LLM-as-judge patterns that evaluate agent decisions against quality criteria.
-
-v0.2.3 represents a production-ready implementation of Agent Skills for Context Engineering principles, achieving 9.5/10 alignment across all ten skills. The release includes comprehensive documentation: a 18 KB release specification, seven detailed schema extension documents (10-12 KB each), complete MCP action documentation (22 KB), a migration guide with executable TypeScript scripts (23 KB), and an integration guide with 66+ code examples covering memory storage, retrieval, context management, multi-agent patterns, and evaluation techniques (24 KB). The documentation provides graceful degradation patterns, best practices, performance considerations, and testing examples that enable foundation agents to immediately adopt Neotoma for unified memory management. With this release, foundation agents can transition from fragmented `.cursor/memory/` directories to a unified, queryable memory system that supports cross-session persistence, entity resolution, timeline generation, and comprehensive evaluation—all while preventing context degradation and achieving significant context compression.