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Org-wide Memory — Task Checklist

Status: Draft v1 · Date: 2026-07-18 Spec: spec.md · Plan: plan.md

Granular checklist agents and reviewers tick off as work lands. Additive by default (NN #20); every schema change ships its migration in the same PR (NN #16).

Phase P1 — Org-wide aggregation page (search + list, no new tables)​

Repository / facade​

  • WorkKnowledgeDocumentRepository.list() — accept optional workIds: string[] IN-list; keep the mandatory-scope guard (reject unscoped calls).
  • VectorStoreFacadeService.queryChunksAcrossWorks(workIds[], …) — pgvector row-filter path + per-Work fan-out/merge for namespace-per-Work backends; preserve P0 workId filter on every chunk query.
  • KnowledgeBaseService.orgSemanticSearch(orgId, q, filters) — resolve org Work ids via WorkRepository.findIdsByOrganization, embed via AiFacadeService.embed (degrade to lexical-only when no embedder), RRF-blend with FTS.

API​

  • New apps/api/src/organizations/org-memory.controller.ts — guard stack mirrored from org-kb.controller.ts.
  • GET /api/memory — faceted, paginated union feed (q, type[], work[], source[], status[], tag[], view, cursor, limit).
  • GET /api/memory/facets — per-facet counts honoring other active filters.
  • GET /api/memory/stats — { documentsIndexed, conceptsSynthesized: 0, worksCovered, lastIndexedAt }.
  • POST /api/memory/documents — + New; delegates to KnowledgeBaseService.createOrgDocument (org-scoped WorkKnowledgeDocument).
  • GET /api/memory/documents/:id — uniform item detail (proxies KB doc / agent-memory session).
  • New apps/api/src/organizations/org-memory.service.ts — builds MemoryItem union feed + agent-memory read-through (best-effort, empty on failure).

Contracts​

  • MemoryItemDto, MemoryFeedResponseDto, MemoryFacetsDto, MemoryStatsDto, CreateMemoryDocumentDto in packages/contracts.
  • OpenAPI annotations on every endpoint.

Web​

  • Web proxy apps/web/src/app/api/organizations/[orgId]/memory/** (passes X-Scope-Slug).
  • Route apps/web/src/app/[locale]/(dashboard)/organizations/[slug]/memory/page.tsx + legacy alias.
  • Search input (reuse KbSearchPalette, org-scoped).
  • Header counts row ({documentsIndexed} documents indexed · {conceptsSynthesized} concepts synthesized; concepts hidden/— until P3).
  • Filter chips [Type][Work][Source][Status][Tag] — multi-select, count badges, clear-all.
  • List view rows: title, type/source badge, Work chip, snippet, updated-at, provenance link.
  • + New dialog (reuse Tiptap editor) → POST /api/memory/documents.
  • List | Graph toggle (Graph disabled with "coming soon" tooltip).

Sidebar / i18n / routing​

  • Insert { name: t('navigation.memory'), href: ROUTES.DASHBOARD_MEMORY, icon: Brain } after the Agents item in DashboardSidebar.tsx (L124).
  • Add ROUTES.DASHBOARD_MEMORY → /{slug}/memory (+ legacy /memory).
  • navigation.memory i18n key in all locales (no half-translation).
  • Hooks useOrgMemory(), useMemoryFacets().

Tests​

  • Repo guard: rejects unscoped, accepts workIds IN-list.
  • Facade fan-out preserves workId filter (pgvector + namespace-per-Work paths).
  • Controller membership guards (member reads, admin writes).
  • GET /api/memory faceted shape + pagination.
  • + New writes an org-scoped doc (workId NULL, organizationId set, XOR CHECK holds).
  • Playwright: open Memory → search → filter Type/Work → create note → appears in feed.

Phase P2 — memory + rag plugin categories + first plugin​

Contracts / categories​

  • Append 'memory' and 'rag' to PLUGIN_CATEGORIES in plugin-manifest.types.ts (append-only + breadcrumb comment).
  • packages/plugin/src/contracts/capabilities/memory.interface.ts — IMemoryPlugin + MemoryScope, MemoryWriteInput, MemoryRecord, MemoryQuery, MemorySession, PromotionPassInput, SynthesisPassInput.
  • packages/plugin/src/contracts/capabilities/rag.interface.ts — IRagPlugin + RagIngestInput, RagQuery, RagHit.
  • Type guards + optional base-memory.ts / base-rag.ts abstracts (mirror base-vector-store.ts).

Facades​

  • MemoryFacadeService (packages/agent/src/facades/memory-facade.service.ts) — selection cascade + MemoryNotConfiguredError degrade-to-empty.
  • RagFacadeService — composes content-extractor + ai-provider.embed + vector-store for ingest; blended retrieve.

First-party memory plugin​

  • packages/plugins/agentmemory/ manifest → category: 'memory', capabilities: ['memory','agent-memory'] (additive — keep agent-memory), defaultForCapabilities: ['memory'].
  • Implement IMemoryPlugin over agentmemory-client.ts (remember/recall; promote/synthesize no-op flat tier until P3).
  • Verify the shipped agent-memory pipeline suite still passes (no regression).

Office-doc extractor (complementary)​

  • @ever-works/officecli-extractor-plugin as content-extractor (docx/xlsx/pptx text; systemPlugin:false, autoEnable:false) per office eval.
  • Run the Alpine/musl gate before wiring into any image build; mammoth+SheetJS fallback if musl fails.

Capability REST​

  • apps/api/src/plugins-capabilities/memory/ + rag/ sub-controllers (enable / select active per org).

Tests​

  • Category tuple type guard accepts memory/rag.
  • MemoryFacadeService selection cascade + degrade path.
  • agentmemory plugin satisfies both capabilities; agent-memory pipeline unbroken.
  • Office extractor canExtract + SSRF-guard/byte-cap reuse.

Phase P3 — Graph + cognitive-memory model + synthesis + Mission/Team facets​

Cognitive-memory tables (migrations same-PR)​

  • memory_entry entity + migration (Tier A: nullable tenantId+organizationId; partition, tier, embedding vector(1536), salience, source correlation cols).
  • memory_concept entity + migration (Tier A; entryCount, lastSynthesizedAt).
  • memory_concept_link entity + migration (Tier C denormalized; (targetType,targetId) index for graph edges).
  • Enums memory_partition (working/episodic/semantic/procedural/user-model), memory_tier (session/work/org/global).
  • Register all three entities in database.config.ts ENTITIES array (same PR; unregistered forFeature → runtime 500).

Passes​

  • Trigger.dev memory-promote — salience increment/decay, threshold session→work→org promotion, embedding-cosine dedupe/merge; per-org cadence + budget cap.
  • Trigger.dev memory-synthesize + POST /api/memory/synthesize (admin-gated) — cluster → summarize → memory_concept + derived-from links; idempotent re-synthesis.
  • GET /api/memory/stats conceptsSynthesized = COUNT(memory_concept WHERE org).

Graph view​

  • GET /api/memory/graph — nodes + edges (citations, wiki-links, memory_concept_link), filter-aware, server-side subgraph windowing (node cap, top-N by weight).
  • Web graph client component; wire List|Graph toggle live.

Mission facet — blocked on Prerequisite A​

  • (Prereq, other feature) First-class Work→Mission linkage — recommended nullable works.missionId + one-time backfill from acceptedFromIdeaId → WorkProposal.missionId. Owned by Missions/Ideas/Works, not this feature.
  • Add [Mission ▾] chip + mission[] filter + missionId/missionTitle on MemoryItem; feature-detect (hide if column absent).

Team facet — blocked on Prerequisite B (Teams feature)​

  • (Prereq, Teams feature) team_resources(teamId, resourceType, resourceId) polymorphic join + Tier C scope cols + (resourceType,resourceId) reverse index + (organizationId,teamId) index. New additive table owned by the Teams feature, NOT built here.
  • Add [Team ▾] chip via reverse lookup (team_resources WHERE resourceType='work' AND resourceId IN (org work ids)); feature-detect on presence of team_resources (hide if Teams unshipped).

Tests​

  • Entity round-trips + migration idempotency (all three P3 tables).
  • Promotion threshold + dedupe/merge correctness.
  • Synthesis idempotency + concept-count counter.
  • Graph node-cap / windowing.
  • Mission chip appears only when works.missionId exists; Team chip only when team_resources exists.

Cross-cutting​

  • Update apps/docs/ user-facing docs: Memory (org-wide knowledge) + memory/rag plugin categories.
  • No existing UI string changes other than additions (NN #20).
  • Every entity touched ships its migration in the same PR (NN #16).
  • All PRs target develop (NN #21); two consecutive green E2E runs before merge cascade.
  • Invariants preserved: P0 chunk workId filter; KB list mandatory-scope guard; agent-memory best-effort; untrusted memory output fenced.

Prerequisite ownership (tracked outside this feature)​

PrereqTable/columnOwner featureConsumed by
Aworks.missionId (denormalized, recommended)Missions / Ideas / WorksP3 Mission chip
Bteam_resources(teamId, resourceType, resourceId)TeamsP3 Team chip

Neither blocks P1/P2. Flag on the respective feature specs so they are not lost.

JIRA linkage​

Epic + per-phase Stories to be created in the EW project (keys added once tickets exist):

  • Epic: Org-wide Memory (Cortex)
    • P1 — Aggregation page (search + list): TBD
    • P2 — memory + rag plugin categories + first plugin: TBD
    • P3 — Graph + cognitive-memory model + synthesis + Mission/Team facets: TBD
    • Prereq A — Work→Mission linkage (Missions/Ideas/Works epic): TBD
    • Prereq B — team_resources join (Teams epic): TBD