Sync with live vault: 28 new files, 7 imports, 16 updates

2026-09-01 13:33:50 -07:00
parent dac3008e20
commit 8b26efd3b7
43 changed files with 1557 additions and 166 deletions
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+# Memory Policy
+
+This policy defines what the local agent OS may remember, where memories belong, and how agents should use local or SSH-tunneled LLM services.
+
+## Memory Scopes
+
+**User memory** is for durable facts about the human: preferences, goals, constraints, and confirmed working style. Agents may read relevant user memory, but must not write confirmed user memory without explicit confirmation.
+
+**Agent memory** is for agent-specific behavior: lessons, tool habits, recurring mistakes, and operating improvements. Hermes writes Hermes memory. Leonard writes Leonard memory.
+
+**Project memory** is for active work: briefs, status, decisions, open questions, task logs, and handoffs. Project memory is the default place for task-specific facts.
+
+**Shared memory** is for reusable workflows, prompts, terms, and decisions that help more than one agent or project.
+
+## Write Rules
+
+- Save only durable information that is likely to matter in a future session.
+- Prefer project memory unless the item clearly belongs to user, agent, or shared memory.
+- Put uncertain user-memory candidates in `01_user/proposed_memory.md`.
+- Do not store secrets, credentials, tokens, private keys, or sensitive personal data.
+- Do not infer user preferences from a single weak signal.
+- Archive stale or superseded memory instead of deleting it.
+
+## Retrieval Rules
+
+- Load only the memory needed for the current task.
+- Prefer concise summaries over raw logs.
+- Prefer recent, high-confidence, project-specific memory.
+- Use vector retrieval for semantic recall, **not** as the source of truth.
+- Cite the Markdown source file when a memory materially affects a decision.
+
+## Local LLM Use
+
+- Local LLMs may be used for summarization, tagging, deduplication, and memory candidate extraction. Stronger models should review ambiguous user-memory updates and major architecture decisions.
+- If a local LLM is reached through an SSH tunnel, treat it as a local service endpoint. Do not send secrets or private user memory unless the user has approved that machine as trusted.
+
+Default local endpoints:
+- Ollama local: `http://127.0.0.1:11434`
+- Ollama via SSH tunnel: `http://127.0.0.1:11435`
+
+## Compression Rules
+
+- Raw notes become session summaries.
+- Session summaries become durable memory items.
+- Durable memory items update project status, agent lessons, or confirmed user memory.
+- Routine boot context should stay under 1500 tokens unless the task requires more.