2026-06-03 20:47:50 +00:00
# System Design
2026-06-04 11:57:39 +00:00
_Status: approved 2026-06-03; knowledge layer revised 2026-06-04 (Graphify replaces the Ruby
2026-06-04 13:35:43 +00:00
tag-index CLI and the deferred QMD layer — see ADR-010); tag taxonomy and vault location locked
2026-06-04 (six-facet taxonomy — see ADR-011; reuse ~/Documents/SecondBrain — see ADR-012).
Implementation not yet started._
2026-06-03 20:47:50 +00:00
## Goals (what this system must do)
1. **Thin projects** — keep as little AI context inside each project repo as possible. Projects
focus on project files; knowledge is pulled in on demand or injected by hooks.
2. **Cross-project / cross-client knowledge** — the AI learns something once (e.g. the SEMrush
API) and references it from anywhere. Two scopes: **global** (broadly useful) and
**project/client-specific** (how a given client uses a tool) — both globally reachable.
Ask anything client- or project-related from any project.
3. **Timeline awareness** — from any project, lightweight awareness of recent activity ("what
was I doing an hour ago / yesterday"), with the ability to drill deeper.
4. **Remote, local-fast** — accessible anywhere (VPS / personal OS) but runs local-fast; lazy
sync (minutes/hourly) is fine; real-time is overkill.
Desired properties: **lightweight** (low tokens), **fast** (out of the way), **flexible**
(cross project/client), **self-evolving** (AI maintains it under clear rules), **easy to
manage** (AI-managed), **semi-structured** (organization that can evolve).
## Core principle: two memory types, kept separate
| Type | Question | Lifecycle | Write path | Our tool |
|------|----------|-----------|-----------|----------|
| **Episodic** | "What happened, when?" | accretes & decays | auto-captured | **memsearch** |
2026-06-04 11:57:39 +00:00
| **Semantic / knowledge** | "How do we…?" | deliberately maintained | curated by you/AI | **Obsidian vault + Graphify knowledge graph** |
2026-06-03 20:47:50 +00:00
This is the classic **episodic vs. semantic** memory split. Keeping them separate is the key
architectural decision — they have different lifecycles, write paths, and query patterns, and
forcing one tool to do both is what made every earlier design feel forced.
2026-06-04 11:57:39 +00:00
## The two layers
2026-06-03 20:47:50 +00:00
```
┌─────────────────────────────────────────────────────────────────┐
│ EPISODIC ── memsearch (Milvus Lite, embedded, no Docker) │
│ auto-captured session/journal notes · NL semantic recall │
│ answers "when did we…", "what was I doing yesterday" │
├─────────────────────────────────────────────────────────────────┤
2026-06-04 13:35:43 +00:00
│ KNOWLEDGE ── ~/Documents/SecondBrain Obsidian vault (single SOT) │
│ notes carry summary + six facet tags + scope/ (metadata) │
2026-06-04 11:57:39 +00:00
│ + Graphify knowledge graph (local SLM over docs; AST over code) │
│ graph queries (god nodes / query / path) · answers "how do we…",│
│ "what do we know about X for client Y", "what relates to Y" │
2026-06-03 20:47:50 +00:00
└─────────────────────────────────────────────────────────────────┘
```
2026-06-04 11:57:39 +00:00
Both are **local-first, markdown-as-truth, no Docker, no server, no API keys** (Graphify
extraction runs against a **local Ollama** model). An earlier design split the knowledge layer
into a Ruby/SQLite tag index plus a deferred QMD vector layer; **Graphify replaces both** — it
provides structured *and* semantic retrieval over the vault as a single graph (ADR-010). The
`summary` + tag frontmatter is **retained** as note metadata (router hint + cross-cutting
filters), it is just no longer backed by a bespoke index.
2026-06-03 20:47:50 +00:00
## Layer 1 — Episodic (memsearch)
- **What it is**: a Claude Code plugin (by Zilliz) that auto-captures session notes as daily
markdown, chunks them, and stores a **shadow index** in **Milvus Lite** (a single embedded
file — no server, no Docker). Hybrid search = BM25 + dense vectors + RRF, local ONNX
embeddings (`bge-m3`, no API key/cost). A FileWatcher (1500ms debounce) handles updates and
deletions; markdown stays the source of truth.
- **Why off-the-shelf**: it already implements the OpenClaw daily-notes + "dreaming" pattern
and the markdown-as-truth / disposable-shadow-index philosophy we'd otherwise hand-build.
- **Role in our system**: satisfies Goal 3 (timeline). The AI queries it in natural language
("what was decided about X last week"). We do **not** make it filter by our tags — it owns
the episodic corpus only.
2026-06-04 11:57:39 +00:00
## Layer 2 — Knowledge (vault + Graphify knowledge graph)
2026-06-03 20:47:50 +00:00
The heart of the system, and the part we build.
### Vault
2026-06-04 13:35:43 +00:00
- **Flat markdown directory**, single source of truth — reuses the existing ** `~/Documents/SecondBrain` ** Obsidian vault (ADR-012); not forced into `~/.claude/` ; symlink if a tool insists. Browsable in Obsidian as a viewer.
2026-06-03 20:47:50 +00:00
- **Replaces project-local documentation**: instead of docs scattered per repo, knowledge
lives once in the vault and is pulled into any project on demand.
### Frontmatter contract (every note)
```yaml
---
summary: One line, written at creation. The router shows this so the AI can pick a
file without opening it.
tags:
2026-06-04 13:35:43 +00:00
- type/reference # listed first by convention; e.g. type/hub, type/how-to
2026-06-03 20:47:50 +00:00
- client/sesame3g
2026-06-04 13:35:43 +00:00
- project/website-redesign
2026-06-03 20:47:50 +00:00
- domain/seo
2026-06-04 13:35:43 +00:00
- tool/semrush
- convention/api-style
2026-06-03 20:47:50 +00:00
- scope/project # or scope/global
---
```
2026-06-04 13:35:43 +00:00
- **Six flat facets** (ADR-011): `type/` , `client/` , `project/` , `domain/` , `tool/` ,
`convention/` — plus `scope/` . Each facet is independent and parallel (never nested into each
other). `#tool` matches all `tool/*` values — native Obsidian prefix filtering, no folders
needed. Hierarchy and relationships are expressed via **hub notes** (`type/hub`),
**wikilinks** , and **Graphify graph edges** , not nested tag paths.
2026-06-03 20:47:50 +00:00
- **Two knowledge scopes** via `scope/global` vs `scope/project` (+ a `client/` tag): global =
broadly useful tool/domain knowledge; project = how a specific client uses it. Both are
globally queryable; the scope tag is the shortcut that avoids scanning every client's usage.
2026-06-04 11:57:39 +00:00
### Knowledge graph (Graphify)
**Graphify** ([safishamsi/graphify](https://github.com/safishamsi/graphify), command `graphify` )
turns the vault into a queryable **knowledge graph** — the disposable, rebuildable structure
over the markdown. It replaces the earlier Ruby/SQLite tag index *and* the deferred QMD vector
layer (ADR-010): one graph gives both structured and semantic retrieval, without vectors.
- **Extraction**:
- **Vault docs** → a **local Ollama SLM** extracts entities + typed relationships from each
note (confidence-tagged `EXTRACTED` / `INFERRED` / `AMBIGUOUS` ). Local model = no API cost,
no data leaving the machine.
- **Project code** → free **tree-sitter AST** (`--no-docs`), no model, no token cost. Kept as
separate per-project graphs, not merged with the vault graph.
- **What it produces**: `graphify-out/` with `graph.json` , an interactive `graph.html` , and a
`GRAPH_REPORT.md` whose top lists the **god nodes** (the most-connected concepts — your
highest-value entry points).
- **Query** (via CLI and an MCP server exposing `query_graph` / `get_node` / `shortest_path` ):
ask for **god nodes first** , then scalpel down with `graphify query` / `path` / `explain` .
Prompt the graph; don't dump the corpus into context.
2026-06-04 13:35:43 +00:00
- **Metadata still matters**: the `summary` + six facet tags remain first-class note
2026-06-04 11:57:39 +00:00
attributes — `summary` is the human-written router hint Graphify does **not** generate, and
2026-06-04 13:35:43 +00:00
the facet namespaces (`type/`, `client/` , `project/` , `domain/` , `tool/` , `convention/` ,
`scope/` ) stay useful for Obsidian filtering and as node attributes. They are retained even
though they no longer back a bespoke index. *(How tightly metadata feeds graph queries is a
refinement for build time.)*
2026-06-04 11:57:39 +00:00
- **Source of truth rule**: markdown is authoritative; the graph (`graphify-out/`) is a
rebuildable artifact that is **never synced** and can be deleted/rebuilt anytime
(`graphify ... --force`).
2026-06-03 20:47:50 +00:00
### Freshness (lazy — chosen Option A)
2026-06-04 11:57:39 +00:00
- **AI writes** → a `PostToolUse` hook on `Write` /`Edit` targeting vault `.md` files runs
`graphify ... --update` to merge the changed note into the vault graph. Event-driven, no
polling.
- **Stale-node caveat**: Graphify's `--update` merges (SHA-256 + dedup) but does **not** prune
deleted notes/symbols — ghost nodes accumulate. A periodic `--force` rebuild clears them,
triggered by the **session-start reconcile** when a rebuild stamp is older than N days
(7 to start). **No daemon, no cron.**
2026-06-03 20:47:50 +00:00
### Retrieval (hook-injected + on-demand)
2026-06-04 11:57:39 +00:00
- **Session-start hook** injects: (a) a compact overview — the vault graph's **god nodes** as
the map of what's known, (b) the current project's declared `convention/*` notes resolved to
their summaries (so coding conventions auto-pull and a convention edit propagates to every
project using that tag), (c) a pointer to recent episodic journal.
- **On demand**: the AI runs `graphify query` / `path` / `explain` (or the MCP tools) to pull
specific knowledge into context only when the task needs it. Projects stay thin — their
CLAUDE.md holds **tags/pointers** , not content.
## Semantic recall over the vault — covered by Graphify
The earlier design earmarked a separate vector layer (**QMD**) for "when structured tag
filtering misses a note whose wording doesn't match the query." Graphify's knowledge graph
covers that need without a second system or vectors: relationship traversal and `explain`
surface notes by *connection* , not just exact tag match. So there is no separate deferred
semantic layer — if graph traversal ever proves insufficient for a case where embedding
similarity would clearly win, revisit then (the video's "only level up when it bites").
2026-06-03 20:47:50 +00:00
## Timeline (Goal 3) details
- A **session-end hook** appends a daily journal note (one file per date) with pointers to the
project/knowledge files touched. memsearch indexes these; today+yesterday are cheap to load,
older entries are reachable by query for drill-down.
## Self-evolution guardrails
- The AI **writes only to the vault** , never silently into project repos.
- **Required frontmatter schema** (summary + namespaced tags) is enforced so the index stays
queryable.
- **Daily notes are append-only**; consolidation/reorg is a **separate, reviewable step run in
plan mode** (Connelly's reorganize + Huryn's propose-and-approve loop).
- **Promotion to `scope/global` ** requires a rule (e.g. a fact recurring N times) — not every
stray note gets promoted.
## Sync (Goal 4)
- The **vault** syncs to the VPS via **git** (versioned history, hourly) or **Syncthing**
(continuous, zero-thought). Decision deferred to build time.
2026-06-04 11:57:39 +00:00
- **Graphs/indexes are never synced** — the Milvus Lite episodic index and the Graphify
`graphify-out/` graphs are rebuilt per machine. Sync only the markdown.
2026-06-03 20:47:50 +00:00
## Packaging
- The whole thing ships as a **global Claude Code plugin with skills** (hooks + scripts +
CRUD know-how) so every project, on every machine, knows how to use the vault effectively.
See [04-build-plan.md ](04-build-plan.md ).
## How each goal is met
| Goal | Met by |
|------|--------|
| 1. Thin projects | Knowledge in the vault, not repos; CLAUDE.md holds tags/pointers; on-demand `index query` |
2026-06-04 13:35:43 +00:00
| 2. Cross-project/client knowledge, global vs project scopes | `~/Documents/SecondBrain` vault + six-facet tags (`type/`/`client/`/`project/`/`domain/`/`tool/`/`convention/`) + `scope/` ; Graphify knowledge graph (god nodes + traversal) over it |
2026-06-03 20:47:50 +00:00
| 3. Timeline | memsearch episodic layer + session-end journal hook |
2026-06-04 11:57:39 +00:00
| 4. Remote, local-fast | Markdown vault synced via git/Syncthing; disposable per-machine graphs/indexes |