universal-dev-standards 5.0.0-beta.6 → 5.0.0-beta.7

package/bundled/core/developer-memory.md

@@ -0,0 +1,568 @@
+# Developer Persistent Memory Standards
+
+> **Language**: English | [繁體中文](../locales/zh-TW/core/developer-memory.md)
+
+**Version**: 1.0.0
+**Last Updated**: 2026-02-07
+**Applicability**: All software projects using AI assistants
+**Scope**: universal
+**Industry Standards**: None (UDS original)
+
+---
+
+## Purpose
+
+This standard defines a structured system for capturing, retrieving, and surfacing developer experience insights (pitfalls, patterns, anti-patterns, mental models, etc.) across conversations and projects. It enables AI assistants to proactively leverage accumulated knowledge, reducing repeated mistakes and accelerating problem-solving.
+
+---
+
+## Quick Reference
+
+### Memory Entry Schema (Required Fields)
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `id` | string | Unique identifier (format: `MEM-YYYY-NNNN`) |
+| `insight` | string | Core insight in one sentence |
+| `category` | enum | One of 9 category types (see §2) |
+| `confidence` | float | 0.0–1.0, dynamically adjusted via feedback |
+| `created_at` | date | ISO 8601 date (YYYY-MM-DD) |
+
+### Memory Entry Schema (Optional Fields)
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `context` | string | Situation or environment where this applies |
+| `anti_pattern` | string | What NOT to do (the mistake) |
+| `resolution` | string | How to fix or avoid the issue |
+| `example` | object | `{bad: string, good: string}` — code or approach examples |
+| `tags` | list | Free-form tags for search (e.g., `["async", "race-condition"]`) |
+| `applicability` | object | Language/framework scope (see §6) |
+| `triggers` | list | Patterns that should cause this memory to surface |
+| `related` | list | IDs of related memory entries |
+| `validity` | object | Lifecycle metadata (see §7) |
+
+### Statistics Fields (Auto-managed)
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `stats.times_surfaced` | int | How many times this memory was shown |
+| `stats.times_useful` | int | Positive feedback count |
+| `stats.times_not_useful` | int | Negative feedback count |
+| `stats.last_surfaced` | date | Last time this memory was pushed |
+
+### Feedback Log
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `feedback[]` | list | Array of feedback entries |
+| `feedback[].date` | date | When feedback was given |
+| `feedback[].result` | enum | `valid` / `invalid` / `needs-revision` |
+| `feedback[].note` | string | Optional developer comment |
+
+---
+
+## 1. Memory Schema
+
+### 1.1 Full Schema Definition
+
+```yaml
+# Memory Entry - Full Schema
+id: "MEM-2026-0001"              # Required: Unique ID
+insight: "..."                    # Required: One-sentence core insight
+category: pitfall                 # Required: One of 9 types
+confidence: 0.85                  # Required: 0.0–1.0
+created_at: "2026-02-07"         # Required: ISO date
+
+# Optional fields
+context: "When using async iterators in Node.js streams..."
+anti_pattern: "Calling next() without awaiting the previous result"
+resolution: "Always await each next() call or use for-await-of"
+example:
+  bad: "iterator.next(); iterator.next();"
+  good: "for await (const chunk of iterator) { ... }"
+tags: ["async", "streams", "node"]
+applicability:
+  languages: ["javascript", "typescript"]
+  frameworks: []
+  universal: false
+  exclusions: []
+triggers:
+  - "async iterator"
+  - "stream processing"
+  - "next() called multiple times"
+related: ["MEM-2026-0005"]
+validity:
+  type: versioned            # evergreen | versioned | temporal
+  version_bound: "node >= 18"
+  expires_at: null
+
+# Auto-managed
+stats:
+  times_surfaced: 12
+  times_useful: 9
+  times_not_useful: 1
+  last_surfaced: "2026-02-01"
+feedback:
+  - date: "2026-01-15"
+    result: valid
+    note: "Saved me 30 minutes debugging"
+```
+
+### 1.2 ID Format
+
+| Component | Format | Example |
+|-----------|--------|---------|
+| Prefix | `MEM` | `MEM` |
+| Year | `YYYY` | `2026` |
+| Sequence | `NNNN` | `0001` |
+| Full | `MEM-YYYY-NNNN` | `MEM-2026-0001` |
+
+IDs are globally unique. Sequence resets yearly.
+
+---
+
+## 2. Memory Categories
+
+| Category | Description | Example |
+|----------|-------------|---------|
+| `pitfall` | Common mistake or trap | "Off-by-one error in pagination with 0-based API" |
+| `pattern` | Proven solution or best practice | "Use builder pattern for complex object construction" |
+| `anti-pattern` | Known bad practice to avoid | "God object that handles all business logic" |
+| `mental-model` | Conceptual framework for understanding | "Think of React state as a snapshot, not a variable" |
+| `workaround` | Temporary fix for a known issue | "Add `--legacy-peer-deps` for npm 7+ peer conflicts" |
+| `performance` | Performance insight or optimization | "Use `Map` instead of `Object` for frequent lookups" |
+| `debugging-strategy` | Approach for diagnosing issues | "Binary search through git history with `git bisect`" |
+| `tool-usage` | Tool/library tips and tricks | "Use `npx tsc --noEmit` for type-checking without build" |
+| `decision-rationale` | Why a specific decision was made | "Chose PostgreSQL over MongoDB for transaction support" |
+
+---
+
+## 3. Four Operations
+
+### 3.1 Record (記錄)
+
+#### Input Process
+
+1. Developer describes an insight in natural language
+2. AI structures it into the memory schema
+3. Developer confirms or edits the structured entry
+4. Entry is saved to the memory store
+
+#### 30-Second Rule
+
+Every memory entry must answer three questions:
+
+| Question | Maps To |
+|----------|---------|
+| What is the specific problem? | `insight` |
+| Why does it happen? | `context` + `anti_pattern` |
+| How to fix/avoid it? | `resolution` |
+
+#### Recording Levels
+
+| Level | Fields | When to Use |
+|-------|--------|-------------|
+| Level 1: Quick | `insight`, `category`, `tags` | Quick note, will refine later |
+| Level 2: Contextual | Level 1 + `context`, `anti_pattern`, `resolution` | Standard recording |
+| Level 3: Refined | Level 2 + `example`, `triggers`, `applicability` | Important, frequently-used insight |
+
+#### De-identification
+
+Before storing, remove project-specific details:
+
+| Remove | Keep |
+|--------|------|
+| API keys, secrets | Technical pattern |
+| Project names, internal URLs | Framework/library names |
+| Team member names | Language/version information |
+| Proprietary business logic | Generic business logic pattern |
+
+### 3.2 Query (查詢)
+
+#### Search Methods
+
+| Method | Description | Example |
+|--------|-------------|---------|
+| Keyword | Free-text search across `insight`, `context`, `tags` | `"async race condition"` |
+| Tag | Exact match on `tags` field | `tags: ["react", "hooks"]` |
+| Category | Filter by category type | `category: pitfall` |
+| Language | Filter by `applicability.languages` | `languages: ["python"]` |
+| Confidence | Filter by confidence threshold | `confidence >= 0.7` |
+| Combined | Multiple filters combined | `category: pitfall AND tags: ["react"]` |
+
+#### Query Result Sorting
+
+| Priority | Criteria |
+|----------|----------|
+| 1 | Relevance to current context |
+| 2 | Confidence score (highest first) |
+| 3 | Hit rate (`times_useful / times_surfaced`) |
+| 4 | Recency (`created_at` newest first) |
+
+### 3.3 Feedback (回饋)
+
+#### Feedback Actions
+
+| Action | Effect on `confidence` | Effect on `stats` |
+|--------|------------------------|-------------------|
+| `valid` | +0.05 (cap at 1.0) | `times_useful += 1` |
+| `invalid` | -0.15 (floor at 0.0) | `times_not_useful += 1` |
+| `needs-revision` | -0.05 (floor at 0.0) | No change |
+
+#### Confidence Adjustment Rules
+
+| Condition | Action |
+|-----------|--------|
+| 3 consecutive `valid` | Bonus +0.05 |
+| 3 consecutive `invalid` | Flag for review |
+| `confidence < 0.2` | Flag for retirement |
+| `confidence > 0.9` after 10+ uses | Mark as "proven" |
+
+### 3.4 Review (審查)
+
+AI scans the memory store and generates a review report covering:
+
+#### Merge Suggestions
+
+| Trigger | Action |
+|---------|--------|
+| Two entries with >80% semantic similarity | Suggest merge |
+| Same `tags` + same `category` + similar `insight` | Suggest merge |
+| Merged entries inherit highest `confidence` | Preserve both feedback logs |
+
+#### Retirement Suggestions
+
+| Trigger | Action |
+|---------|--------|
+| `confidence < 0.2` | Suggest retirement |
+| Not surfaced in 180+ days AND `confidence < 0.5` | Suggest retirement |
+| 5+ `invalid` feedback entries | Suggest retirement |
+
+#### Staleness Detection
+
+| Trigger | Action |
+|---------|--------|
+| `validity.type == "versioned"` AND version is outdated | Flag as stale |
+| `validity.type == "temporal"` AND `expires_at` passed | Flag as expired |
+| `validity.type == "evergreen"` | Skip version check |
+
+#### Revision Suggestions
+
+| Trigger | Action |
+|---------|--------|
+| 2+ `needs-revision` feedback | Suggest revision |
+| High `times_surfaced` but low `times_useful` ratio | Suggest revision |
+
+---
+
+## 4. Proactive Behavior Protocol
+
+### 4.1 Memory Surfacing (主動浮現)
+
+#### When to Surface
+
+| Timing | Behavior |
+|--------|----------|
+| Conversation start | Scan memory store, show top 3 relevant to stated task |
+| During development | Detect code patterns, error messages, or tech decisions that match `triggers` |
+| Before committing | Surface relevant pitfalls for changed files/patterns |
+
+#### Surfacing Rules
+
+| Rule | Value | Rationale |
+|------|-------|-----------|
+| Relevance threshold | > 0.7 | Avoid noise from loosely-related memories |
+| Cooldown period | 7 days per entry | Prevent repetitive suggestions |
+| Max per trigger | 3–5 entries | Information overload prevention |
+| Overflow handling | AI summarizes into grouped insight | When > 5 matches found |
+
+#### Surfacing Format
+
+```
+💡 Memory Match [MEM-2026-0042] (confidence: 0.85)
+Category: pitfall | Tags: async, promise
+Insight: Promise.all rejects on first failure — use Promise.allSettled for partial results
+Context: When processing batch API calls where partial success is acceptable
+```
+
+### 4.2 Memory Extraction (主動萃取)
+
+#### Trigger Signals
+
+AI should detect these developer signals and suggest recording:
+
+| Signal | Example |
+|--------|---------|
+| Repeated modification | Same code block edited 3+ times |
+| Revert | `git revert` or manual undo |
+| Insight language | "Oh!", "I see", "原來", "終於", "the trick is..." |
+| Long debugging session | 10+ minutes on same error |
+| Solution after struggle | Error → multiple attempts → resolution |
+
+#### Extraction Flow
+
+```
+1. AI detects signal
+2. AI proposes: "It seems you discovered something. Want to record this insight?"
+3. AI pre-structures the entry based on conversation context
+4. Developer confirms / edits / skips
+5. If confirmed → saved to memory store
+```
+
+### 4.3 Memory Aggregation (主動聚合)
+
+#### Aggregation Triggers
+
+| Trigger | Action |
+|---------|--------|
+| 3+ related `pitfall` entries | Suggest grouping into a `mental-model` |
+| 5+ entries with same tag | Suggest creating a topic summary |
+| Scattered fragments about same concept | Suggest consolidation |
+
+#### Upgrade Path
+
+```
+Multiple pitfalls → Pattern → Mental Model
+  (fragments)     (solution)  (understanding)
+```
+
+---
+
+## 5. Noise Control
+
+### Push Levels
+
+| Level | Name | Behavior |
+|-------|------|----------|
+| 0 | Silent | Never push; only respond to queries |
+| 1 | Summary | Show count: "3 relevant memories found. Want to see them?" |
+| 2 | Active (default) | Show top 3 with one-line summaries |
+| 3 | Detailed | Show full entries with context and examples |
+
+### Noise Reduction Rules
+
+| Rule | Description |
+|------|-------------|
+| Feedback-driven | If user marks 3+ surfaced memories as `invalid`, reduce to Level 1 |
+| Session respect | After user says "not now", switch to Level 0 for current session |
+| Confidence filter | Only surface entries with `confidence >= 0.5` |
+| Proven bias | Prioritize entries with "proven" status (confidence > 0.9, 10+ uses) |
+
+---
+
+## 6. Cross-Language Applicability
+
+### Applicability Schema
+
+```yaml
+applicability:
+  languages: ["javascript", "typescript"]  # Applicable languages (empty = universal)
+  frameworks: ["react", "next.js"]          # Applicable frameworks (empty = any)
+  universal: false                           # true = applies to all languages
+  exclusions: ["rust"]                       # Languages where this explicitly does NOT apply
+```
+
+### Applicability Rules
+
+| Scenario | `universal` | `languages` | `exclusions` |
+|----------|-------------|-------------|--------------|
+| Applies to all languages | `true` | `[]` | `[]` |
+| Language-specific | `false` | `["python", "ruby"]` | `[]` |
+| All except some | `true` | `[]` | `["c", "assembly"]` |
+| Framework-specific | `false` | `["javascript"]` | `[]` |
+
+---
+
+## 7. Knowledge Lifecycle
+
+### Validity Types
+
+| Type | Description | Staleness Check |
+|------|-------------|-----------------|
+| `evergreen` | Always applicable (e.g., algorithm insight) | None |
+| `versioned` | Tied to specific version (e.g., API behavior) | Check `version_bound` |
+| `temporal` | Time-limited (e.g., workaround for a bug) | Check `expires_at` |
+
+### Validity Schema
+
+```yaml
+validity:
+  type: versioned          # evergreen | versioned | temporal
+  version_bound: "react >= 18"  # For versioned type
+  expires_at: "2026-12-31"      # For temporal type
+```
+
+### Confidence Lifecycle
+
+```
+New entry: confidence = 0.5 (default)
+    ↓ valid feedback
+Growing: 0.5 → 0.7 → 0.85
+    ↓ consistent positive use
+Proven: 0.9+ (after 10+ surfacings)
+    ↓ invalid feedback / staleness
+Declining: 0.85 → 0.6 → 0.3
+    ↓ retirement threshold
+Retired: confidence < 0.2
+```
+
+### Retirement Conditions
+
+An entry is flagged for retirement when ANY of:
+
+- `confidence < 0.2`
+- Not surfaced in 180+ days AND `confidence < 0.5`
+- 5+ `invalid` feedback entries
+- `validity.type == "temporal"` AND `expires_at` has passed
+- `validity.type == "versioned"` AND version is no longer in use
+
+Retired entries are archived (not deleted) for historical reference.
+
+---
+
+## 8. Metrics
+
+### Key Metrics
+
+| Metric | Formula | Healthy Range |
+|--------|---------|---------------|
+| Hit rate | `times_useful / times_surfaced` | > 0.6 |
+| Feedback ratio | `(valid + invalid) / times_surfaced` | > 0.3 |
+| Library growth | New entries per month | 5–20 |
+| Retirement rate | Retired entries per month | < 20% of new |
+| Coverage | Categories with 5+ entries | 6+ of 9 categories |
+
+### Health Indicators
+
+| Indicator | Good | Warning | Action Needed |
+|-----------|------|---------|---------------|
+| Avg confidence | > 0.6 | 0.4–0.6 | < 0.4 |
+| Hit rate | > 0.6 | 0.3–0.6 | < 0.3 |
+| Stale entries | < 10% | 10–25% | > 25% |
+| Orphan entries (never surfaced) | < 15% | 15–30% | > 30% |
+
+---
+
+## 9. Storage Format
+
+### Recommended: YAML per Category
+
+```
+.memory/
+├── pitfall.yaml
+├── pattern.yaml
+├── anti-pattern.yaml
+├── mental-model.yaml
+├── workaround.yaml
+├── performance.yaml
+├── debugging-strategy.yaml
+├── tool-usage.yaml
+├── decision-rationale.yaml
+└── _index.yaml          # ID registry and cross-references
+```
+
+#### File Size Guideline
+
+| Entries per File | Recommendation |
+|------------------|----------------|
+| < 100 | Single YAML file per category |
+| 100–500 | Split by sub-topic within category |
+| > 500 | Consider JSONL format |
+
+### Alternative: JSONL
+
+For large memory stores, use one JSONL file per category:
+
+```
+.memory/
+├── pitfall.jsonl
+├── pattern.jsonl
+└── ...
+```
+
+Each line is a complete JSON object representing one memory entry.
+
+### Index File (`_index.yaml`)
+
+```yaml
+# Memory Index
+last_id: "MEM-2026-0042"
+total_entries: 42
+by_category:
+  pitfall: 12
+  pattern: 8
+  anti-pattern: 5
+  mental-model: 3
+  workaround: 4
+  performance: 3
+  debugging-strategy: 2
+  tool-usage: 3
+  decision-rationale: 2
+```
+
+---
+
+## Related Standards
+
+- [Anti-Hallucination Standards](anti-hallucination.md) — Evidence-based analysis applies to memory sourcing
+- [AI Instruction Standards](ai-instruction-standards.md) — Token-efficient format for memory system instructions
+- [AI-Friendly Architecture](ai-friendly-architecture.md) — Project structure enabling memory integration
+- [Documentation Writing Standards](documentation-writing-standards.md) — Writing quality for memory entries
+
+---
+
+## 10. Architecture Decision: Always-On Protocol
+
+### Classification
+
+Developer Persistent Memory is classified as an **Always-On Protocol**, not a User-Triggered workflow.
+
+| Pattern | Characteristics | Examples | Skill Required? |
+|---------|----------------|----------|-----------------|
+| **User-Triggered** | User explicitly invokes, multi-step guided workflow | `/commit`, `/review`, `/spec` | Yes |
+| **Always-On Protocol** | AI continuously follows rules after loading ai.yaml | Anti-hallucination, Developer Memory | No |
+
+### Rationale: No CLI / Skill / Slash Command Needed
+
+| Component | Decision | Rationale |
+|-----------|----------|-----------|
+| CLI commands (`uds memory ...`) | **Not needed** | Core operations (semantic matching, insight extraction, confidence adjustment) require LLM intelligence; CLI can only do string matching |
+| Skill (`skills/developer-memory/`) | **Not needed** | `developer-memory.ai.yaml` is self-sufficient with complete schema + rules + proactive protocol |
+| `/memory add`, `/memory search` | **Not needed** | Contradicts the "proactive behavior" design — AI should extract and surface automatically |
+| `/memory review` | **Deferred** | Only potentially useful command; defer until user feedback indicates need |
+
+### How It Works Without Additional Tooling
+
+```
+AI loads developer-memory.ai.yaml
+    ↓
+Rules automatically activate:
+  - proactive-surfacing: Surface relevant memories on context match
+  - proactive-extraction: Detect insight moments, offer to record
+  - proactive-aggregation: Suggest merging related entries
+  - noise-control: Respect push levels and cooldown
+    ↓
+No explicit user trigger needed
+```
+
+### Future Considerations
+
+If user feedback reveals:
+- **Discoverability gap**: Consider a lightweight Skill (configuration detection + discoverability)
+- **Explicit review need**: Consider `/memory review` slash command
+- **Never needed**: `uds memory add/search` CLI commands — these operations inherently require LLM
+
+---
+
+## Version History
+
+| Version | Date | Changes |
+|---------|------|---------|
+| 1.0.0 | 2026-02-07 | Initial standard: schema, 4 operations, proactive protocol, noise control, architecture decision (Always-On Protocol) |
+
+---
+
+## License
+
+This standard is released under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).