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Maven/docs/plans/03-memory-evaluation.md
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kami dc7c72a3d7 Add background memory evaluation, off unless configured (#248)
Ships the real, local, testable part of the memory-evaluation plan
(docs/plans/03-memory-evaluation.md): Maven reads back her own recent
memory on a slow ticker, asks the resident model what it notices, and
records the confident answers as notes.

internal/memeval — not internal/memory/eval.go as the plan says, because
internal/store imports internal/memory for the vector backend and an
evaluator has to read store.Fact/Note/Nudge, which would close the
cycle. Evaluate() gathers RecentFacts/RecentNotes/RecentNudges, prompts
under a GBNF grammar bounded to three {observation, confidence,
suggested_action} objects, drops anything under min_confidence,
deduplicates against what earlier runs wrote, and writes the rest as
notes with source infer:memory-eval. /dash already renders notes with
their source, so the output is visible with no UI change.

cmd/mavend/memoryeval.go drives it on its own goroutine and ticker, not
on the 60s tick: an evaluation is a multi-second round-trip on the same
llama-server that answers voice turns, and it runs hourly at most. The
memory_eval config block is absent by default and absence means the
goroutine does not exist. No llama-server phraser also means no loop —
there is no template fallback, because a "memory evaluation" assembled
from templates is a fixed sentence pretending to be an observation.

What it deliberately cannot do, since this is the feature most likely to
turn Maven into a nag:

  - It cannot speak. No dispatcher reference, no channel, no nudge. An
    observation is a thought she wrote down and he reads on /dash.
    Announcing them is a separate decision with its own opt-in.
  - It cannot act. suggested_action is recorded as text and interpreted
    by nobody — no reminder, routine or fact is created from it.
  - It says nothing about an empty store: no memory means no LLM call,
    so there are no observations invented out of two facts.
  - Its own notes are excluded from the next evaluation's input, and are
    written with a nil embedding so they stay out of the recall pool.

The plan's remaining items (dispatching observations, an /eval IPC
method and trace view, RecentEvents) and the fact that output quality is
entirely unmeasured are written up at the bottom of the plan doc.
2026-08-01 01:45:49 +04:00

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# Plan: Background Memory Evaluation & Idea Generation
**Goal:** Maven periodically reviews her own memory stores (facts, notes, events, nudges), evaluates coherence and gaps, and generates proactive proposals — new routines, configuration tweaks, observations she can share with the user.
**Done when:**
- `internal/memory/eval.go` — periodic evaluation loop runs on a slow cadence (1h)
- Evaluation reads `RecentFacts`, `RecentNotes`, `RecentNudges`, `RecentEvents` via `store.Store` or `ipc.CoreAPI`
- LLM summarizes state, detects anomalies (e.g. "you haven't recorded a meal in 3 days — is your routine broken?"), proposes new care rules
- Generated proposals are written as notes (kind `note`, source `infer:memory-eval`) and/or trigger nudges through the dispatcher
- Evaluation trace visible on `/history` page in mavweb
**Scope:**
- New `internal/memory/eval.go` — evaluator struct calling `internal/llm.Client` with a summarization prompt
- Reuses `internal/delivery.Dispatcher` for surfacing insights as care nudges (sev1)
- Reuses `internal/store` for reading memory state and writing evaluation notes
- Daemon wiring: new evaluation goroutine in `cmd/mavend/main.go`
- Config: `memory_eval_interval` in `config.Config` (default 1h, 0 to disable)
**Steps:**
1. Create `internal/memory/eval.go``Evaluator` struct holding `*store.Store`, `*llm.Client`, `*delivery.Dispatcher`
2. Implement `Evaluate(ctx)` — reads last N facts, notes, nudges, events, builds a prompt summarizing patterns, anomalies, gaps
3. LLM call returns structured observations: `{"observation":"...","confidence":0.8,"suggested_action":"remind|propose|notify"}`
4. High-confidence observations written as notes (`source:infer:memory-eval`) or dispatched as care nudges (sev1) through `dispatcher.DispatchNudge`
5. Wire evaluator goroutine in `cmd/mavend/main.go` — separate ticker, not on the main tick loop
6. Add `/eval` API method to `ipc.CoreAPI` (or reuse `Chat` with system context) so mavweb can show evaluation history
7. Add `memory_eval` block to `deploy/mavend.json`
8. Test with synthetic store state — verify observations match expected patterns
---
## Status 2026-08-01 — foundation shipped (Vikunja #248)
**Shipped:** `internal/memeval` (not `internal/memory/eval.go``internal/store`
imports `internal/memory` for the vector backend, so an evaluator that reads
`store.Fact` there would close an import cycle). `Evaluator.Evaluate` reads
`RecentFacts` / `RecentNotes` / `RecentNudges`, prompts the resident model under
a GBNF grammar for at most three `{observation, confidence, suggested_action}`
objects, drops anything under `min_confidence`, deduplicates against what earlier
evaluations wrote, and records the rest as notes with source `infer:memory-eval`.
Driver: `cmd/mavend/memoryeval.go`, its own goroutine on its own ticker. Config:
the `memory_eval` block — **absent ⇒ the loop does not run**. Visibility: `/dash`
already renders notes with their source, so evaluation output is visible with no
UI change.
**Deliberately not shipped — this is policy, not an unfinished edge:**
- *Dispatching observations as care nudges (plan step 4).* An hourly LLM loop
with permission to speak is a machine for generating interruptions, and the
content is model-generated text about his own life. The evaluator has no
dispatcher reference at all, so it cannot reach a channel by accident. Wiring
it to `delivery.Dispatcher` is a separate decision with its own opt-in.
- *Acting on `suggested_action`.* It is recorded inside the note text and
interpreted by nobody. No reminder, routine or fact is created.
- *Writing observation embeddings.* Notes are written with a nil embedding, so
they stay out of the RAG recall pool. Feeding generated text back into the pool
it came from is how a small model starts citing its own guesses as evidence.
**Deferred, wants a decision or another capability:**
- *Plan step 6, the `/eval` IPC method and an evaluation-history view.* `/dash`
covers reading the output; a dedicated trace surface is worth building once
there is real output to look at, and it should probably show the prompt too.
- *`RecentEvents`.* The plan lists it; the evaluator reads facts, notes and
nudges. Detected action/object events already drive pattern proposals (#43), and
duplicating them here would mostly re-derive that.
- *Output quality is unmeasured.* There is no fixture for "did she notice
something true". The tests cover the machinery — empty store, confidence floor,
dedupe, own-notes exclusion, error handling — not the observations. Until
someone reads a week of real output on `/dash`, treat the wording and the
`min_confidence` default as unvalidated.