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docs(02-01): complete two-layer memory plan — SUMMARY, STATE, ROADMAP, REQUIREMENTS

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- SUMMARY.md: memory system docs (Redis sliding window + pgvector HNSW)
- STATE.md: 67% progress (6/9 plans), 3 key decisions, metrics logged
- ROADMAP.md: Phase 2 plan progress updated (2 summaries complete)
- REQUIREMENTS.md: AGNT-02 (conversational memory), AGNT-03 (cross-session recall) marked complete
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Adolfo Delorenzo
2026-03-23 14:47:06 -06:00
parent 45b957377f
commit e879d27e55
4 changed files with 154 additions and 10 deletions
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8
.planning/REQUIREMENTS.md
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@@ -18,8 +18,8 @@ Requirements for beta-ready release. Each maps to roadmap phases.
### Agent Core
- [x] **AGNT-01**: Tenant can configure a single AI employee with custom name, role, and persona
- [ ] **AGNT-02**: Agent maintains conversational memory within sessions (sliding window)
- [ ] **AGNT-03**: Agent retrieves relevant past context via vector search (pgvector long-term memory)
- [x] **AGNT-02**: Agent maintains conversational memory within sessions (sliding window)
- [x] **AGNT-03**: Agent retrieves relevant past context via vector search (pgvector long-term memory)
- [ ] **AGNT-04**: Agent can invoke registered tools to perform actions (tool registry + execution)
- [ ] **AGNT-05**: Agent escalates to human when configured rules trigger, transferring full conversation context
- [ ] **AGNT-06**: Every agent action (LLM call, tool invocation, handoff) is logged in an audit trail
@@ -101,8 +101,8 @@ Which phases cover which requirements. Updated during roadmap creation.
| CHAN-04 | Phase 2 | Complete |
| CHAN-05 | Phase 1 | Complete |
| AGNT-01 | Phase 1 | Complete |
| AGNT-02 | Phase 2 | Pending |
| AGNT-03 | Phase 2 | Pending |
| AGNT-02 | Phase 2 | Complete |
| AGNT-03 | Phase 2 | Complete |
| AGNT-04 | Phase 2 | Pending |
| AGNT-05 | Phase 2 | Pending |
| AGNT-06 | Phase 2 | Pending |