83 lines
4.4 KiB
Markdown
83 lines
4.4 KiB
Markdown
# Session Handoff
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_Written 2026-06-03 at the end of the brainstorming session. For the next session to pick up._
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## What this is
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Designing a personal, cross-project **memory system for Claude Code** for a multi-client
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freelancer. We finished **brainstorming/architecture** and wrote the design + ADRs. **No
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implementation has started.** The source material is the transcript at
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`/home/jared/Documents/cc-os/memory-systems-compared060326` (the "6 Levels of Claude Code
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Memory" video).
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## Where we are
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- ✅ Synthesized the video (`01-video-synthesis.md`).
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- ✅ Settled the architecture and got user sign-off (`02-system-design.md`).
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- ✅ Recorded every decision + rejected/deferred options (`03-architecture-decisions.md`).
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- ✅ Wrote the build outline + operational answers (`04-build-plan.md`).
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- ⏳ **Next**: turn `04-build-plan.md` into a real implementation plan and start building.
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## The design in 30 seconds
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Three local, markdown-as-truth, no-Docker layers:
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1. **Episodic** ("what happened, when") = **memsearch** (Milvus Lite, off-the-shelf).
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2. **Knowledge** ("how do we…") = **flat Obsidian vault** (single source of truth) + a
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**Ruby/Sequel/SQLite tag index** with a CLI. Organized by **namespaced nested tags**
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(`tool/ client/ domain/ convention/ scope/`), not folders.
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3. **Semantic over the vault** = **QMD**, **deferred** until structured tagging proves
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insufficient.
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Retrieval is hook-injected + on-demand (projects stay thin). Freshness is lazy (write-time
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hook + session-start reconcile; no daemon/cron). Vault syncs to a VPS via git/Syncthing;
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indexes are disposable and rebuilt per machine. Ships as a **global Claude Code plugin with
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skills**.
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## Decisions locked (don't relitigate without reason)
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- Two separate systems for episodic vs knowledge (ADR-001).
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- memsearch for episodic (ADR-002). Flat vault + tags, not folders (ADR-003).
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- SQLite + Sequel (Ruby) CLI tag index; markdown authoritative, cache disposable (ADR-004).
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- Structured-first; semantic (QMD) deferred (ADR-005/006).
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- Lazy freshness: PostToolUse write hook + SessionStart reconcile, no daemon/cron (ADR-007).
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- Sync the vault not the indexes; reject OpenBrain/Mem0/Postgres (ADR-008).
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- Package as a global plugin with skills (ADR-009).
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- Query output = path + summary + matched tags (option C).
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## Open questions for build time
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1. **Vault location** — default `~/brain` (or similar synced home dir)? Symlink into
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`~/.claude/memory` only if a tool requires it.
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2. **Sync mechanism** — git (versioned history, hourly) vs Syncthing (continuous, zero-thought).
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3. **Convention notes placement** — confirmed direction: coding `convention/*` live as **data
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in the vault** (resolved by the SessionStart hook); the memory-system **skills live in the
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plugin** (behavior, versioned). Validate when building.
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4. **memsearch journal** — does memsearch index our SessionEnd journal notes, or only its own
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auto-capture? Decide how the journal points into the knowledge vault.
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5. **Promotion rule** — the concrete threshold for project→`scope/global` promotion (e.g.
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recurrence count) used by the reorganize step.
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6. **CLI ergonomics** — command framework (thor vs optparse), output format details, where
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`last_cache_time` is stored.
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## Recommended first actions next session
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1. Re-read `02-system-design.md` and `04-build-plan.md`.
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2. Invoke the **writing-plans** skill to convert `04-build-plan.md` Part A into a staged
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implementation plan (Step 2, the Ruby tag-index CLI, is the critical path — build and test
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it standalone first).
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3. Resolve open questions 1–2 (vault location + sync) before writing code, since they affect
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paths in the hooks and CLI.
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4. Build Step 2 (CLI) with tests, then Step 3 (hooks), then validate end-to-end on the seeded
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notes before touching the plugin packaging (Step 6).
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## Context notes
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- Working dir `/home/jared/Documents/cc-os` is **not a git repo**; consider `git init` if we
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want history for these docs and the build.
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- User prefers **Docker when reasonable** — but this design deliberately needs **none** (all
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layers are embedded/local). Only full Milvus or QMD-server modes would involve Docker, and
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we're not using those.
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- User is Ruby-comfortable (chose Ruby + Sequel deliberately).
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- A past `~/Documents/SecondBrain/` attempt (tag DB) was lost track of — the "markdown
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authoritative, cache disposable & rebuildable" rule (ADR-004) is the explicit fix for that.
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