MemoryGraph

# Workplan Consolidation - November 30, 2025 ## Summary Consolidated multiple workplan documents into a single active workplan to improve clarity and reduce duplication. **Consolidation Date**: November 30, 2025 **Consolidated By**: Architecture Agent (Claude Code) --- ## What Was Done ### 1. Created Unified Active Workplan **File**: `/docs/WORKPLAN.md` (v2.0) **Content**: - All pending/active tasks from three workplans merged - Organized by priority and phase - Clear sections for marketing, technical enhancements, and future features - Only actionable tasks (no completed items) **Structure**: - **Phase 1**: Marketing & Distribution (ACTIVE - critical priority) - **Phase 2**: Post-Launch Growth (nice to have) - **Phase 3**: Technical Enhancements (future, based on user demand) ### 2. Archived Completed Tasks **Files Created**: 1. **`/docs/archive/COMPLETED_TASKS_2025-11-30.md`** - All completed tasks from all workplans - Grouped by feature/category - Includes completion dates and metrics - 50+ completed tasks documented 2. **`/docs/archive/CONTEXT_EXTRACTION_PHASE1_COMPLETION.md`** - Detailed completion report for context extraction - Implementation details - Test coverage (74 tests) - Performance characteristics - Design decisions and rationale - Production readiness checklist ### 3. Updated Individual Workplans **Context Extraction Workplan** (`/docs/CONTEXT_EXTRACTION_WORKPLAN.md`): - Added consolidation notice at top - Phase 1: Marked as COMPLETE - Phase 2: Marked as DEFERRED (moved to main workplan) - References archive for completion details - Kept as reference document **Scaling Features Workplan** (`/docs/SCALING_FEATURES_WORKPLAN.md`): - Added consolidation notice at top - Marked as reference document (not started) - Summary moved to main workplan Phase 3.3 - Kept for detailed implementation plans when needed - Clearly states: implement when user demand justifies it --- ## Before Consolidation ### Three Separate Workplans 1. **WORKPLAN.md** (Main) - Marketing and distribution tasks - Mix of completed and pending - Some duplication with other workplans - 416 lines 2. **CONTEXT_EXTRACTION_WORKPLAN.md** - Context extraction Phase 1 (COMPLETE) - Context extraction Phase 2 (not started) - Mix of completed and pending - 458 lines 3. **SCALING_FEATURES_WORKPLAN.md** - Six major scaling features (not started) - Detailed implementation plans - All tasks pending - 721 lines **Total**: 1,595 lines across 3 files **Problem**: Hard to see overall status, duplication, mixed completed/pending tasks --- ## After Consolidation ### One Active Workplan + Archive 1. **WORKPLAN.md** (v2.0) - ACTIVE - Only pending/actionable tasks - Clearly prioritized (Critical > High > Medium > Low) - Organized by phase - References archive and reference docs - 504 lines 2. **Archive** (`/docs/archive/`) - `COMPLETED_TASKS_2025-11-30.md` - All completed work - `CONTEXT_EXTRACTION_PHASE1_COMPLETION.md` - Detailed Phase 1 report - Historical context preserved 3. **Reference Documents** (Updated with notices) - `CONTEXT_EXTRACTION_WORKPLAN.md` - Phase 2 reference - `SCALING_FEATURES_WORKPLAN.md` - Future features reference **Benefits**: - Clear separation: active tasks vs completed vs future - Single source of truth for current work - Easy to see what's next - Completed work preserved with details - Future work documented for reference --- ## Task Distribution ### Active Tasks (in WORKPLAN.md) **Phase 1: Marketing & Distribution** (CRITICAL - ~3 hours) - [ ] Submit to official MCP repository (30 min) - [ ] Submit to top awesome list (20 min) - [ ] Post to r/ClaudeAI (1-2 hours) - [ ] Post to r/mcp (30 min) - [ ] Monitor issues and provide support (ongoing) **Phase 2: Post-Launch Growth** (MEDIUM - ~5-10 hours) - [ ] Submit to 5+ additional directories (2 hours) - [ ] Create demo video (3-4 hours) - [ ] Write blog posts (4-6 hours per post) - [ ] Additional community engagement **Phase 3: Technical Enhancements** (LOW - future) - [ ] Context extraction Phase 2 (if users request it) - [ ] Docker testing (if users need it) - [ ] Cross-platform validation (if issues reported) - [ ] Scaling features (if users hit limits) **Total Active Tasks**: ~30 actionable items ### Completed Tasks (in archive/) **Infrastructure & Core Features**: - ✅ SQLite memory storage (v0.6.0) - ✅ Context extraction Phase 1 (74 tests) - ✅ Tool profiling system (lite/standard/full) - ✅ PyPI publication (memorygraphMCP) - ✅ GitHub release v0.5.2 - ✅ Comprehensive documentation - ✅ 689 tests passing **Total Completed**: 50+ tasks across features, testing, and deployment ### Future Tasks (in reference docs) **Context Extraction Phase 2**: - Structured query support (5 features) - See `CONTEXT_EXTRACTION_WORKPLAN.md` for details **Scaling Features** (6 major features): 1. Access Pattern Tracking 2. Decay-Based Pruning 3. Memory Consolidation 4. Semantic Clustering 5. Progressive Loading 6. Performance Enhancements See `SCALING_FEATURES_WORKPLAN.md` for detailed plans. **Total Future**: 100+ tasks (implement based on demand) --- ## File Structure Changes ### Before ``` docs/ ├── WORKPLAN.md (mixed completed/pending) ├── CONTEXT_EXTRACTION_WORKPLAN.md (mixed) ├── SCALING_FEATURES_WORKPLAN.md (all future) └── archive/ ├── completed-tasks-2025-01.md └── [other historical docs] ``` ### After ``` docs/ ├── WORKPLAN.md (v2.0 - ACTIVE TASKS ONLY) ├── CONTEXT_EXTRACTION_WORKPLAN.md (reference, updated with notice) ├── SCALING_FEATURES_WORKPLAN.md (reference, updated with notice) └── archive/ ├── COMPLETED_TASKS_2025-11-30.md (NEW - all completed) ├── CONTEXT_EXTRACTION_PHASE1_COMPLETION.md (NEW - detailed report) ├── WORKPLAN_CONSOLIDATION_2025-11-30.md (NEW - this document) ├── completed-tasks-2025-01.md └── [other historical docs] ``` --- ## Migration Guide ### For Developers/Contributors **Finding Active Work**: - Read `/docs/WORKPLAN.md` (v2.0) - Focus on Phase 1 tasks (CRITICAL priority) - Check success metrics to understand goals **Finding Completed Work**: - See `/docs/archive/COMPLETED_TASKS_2025-11-30.md` - For context extraction details: `/docs/archive/CONTEXT_EXTRACTION_PHASE1_COMPLETION.md` - For historical: `/docs/archive/completed-tasks-2025-01.md` **Finding Future Plans**: - Context extraction Phase 2: `/docs/CONTEXT_EXTRACTION_WORKPLAN.md` (section Phase 2) - Scaling features: `/docs/SCALING_FEATURES_WORKPLAN.md` (entire document) - Or see `/docs/WORKPLAN.md` Phase 3 for summaries ### For Project Managers **Current Status**: - Read "Quick Status" section in `/docs/WORKPLAN.md` - Complete: PyPI published, GitHub released, 689 tests passing - Blocked: Smithery (deferred) - Active: Marketing and distribution **Next Steps**: - Phase 1 tasks (3 hours of critical work) - Success metrics in workplan - Timeline: 2 weeks for Phase 1 **Progress Tracking**: - Update checkboxes in `/docs/WORKPLAN.md` as tasks complete - Move completed tasks to archive monthly - Review workplan weekly during active phase --- ## Rationale for Decisions ### Why Consolidate? **Problems with Multiple Workplans**: 1. Hard to see overall project status 2. Duplication between documents 3. Completed tasks mixed with pending 4. No clear priority hierarchy 5. Difficult to onboard new contributors **Benefits of Consolidation**: 1. Single source of truth for active work 2. Clear prioritization (Critical > High > Medium > Low) 3. Completed work archived but accessible 4. Easy to understand current focus 5. Future work documented as reference ### Why Keep Reference Documents? **Context Extraction Workplan**: - Phase 2 has detailed implementation plans - Might be needed if users request structured queries - Better to keep than recreate later - Updated with clear notice about status **Scaling Features Workplan**: - Detailed analysis and implementation plans - Valuable reference when scaling needed - Pre-Implementation Analysis section has important considerations - Will save time when we need these features ### Why Archive Instead of Delete? **Value of Completed Work Documentation**: 1. Historical reference for decisions made 2. Implementation details for future maintainers 3. Test coverage documentation 4. Success criteria validation 5. Lessons learned preservation **Archive Format**: - Comprehensive completion reports - Metrics and statistics - Design decisions explained - Trade-offs documented - Future reference material --- ## Success Criteria for Consolidation - [x] Single active workplan with only pending tasks - [x] All completed tasks archived with details - [x] Clear prioritization of active work - [x] Reference documents updated with notices - [x] Archive preserves implementation details - [x] Easy to find current, completed, and future work - [x] No information lost in consolidation - [x] Improved clarity and navigation **Result**: All criteria met. Consolidation successful. --- ## Next Steps ### For Immediate Use 1. **Read** `/docs/WORKPLAN.md` for current priorities 2. **Execute** Phase 1 critical tasks (~3 hours) 3. **Update** checkboxes as tasks complete 4. **Monitor** success metrics (stars, downloads, engagement) ### For Ongoing Maintenance 1. **Weekly**: Review active workplan, update task status 2. **Monthly**: Archive completed tasks, update reference docs 3. **As needed**: Add new tasks based on user feedback 4. **Quarterly**: Review success metrics and adjust priorities ### For Future Features 1. **Wait for demand**: Don't implement until justified by user needs 2. **Reference plans**: Use detailed workplans when ready to implement 3. **Update workplan**: Move from Phase 3 to Phase 1 when prioritized 4. **Document decisions**: Archive completion reports when done --- ## Metrics ### Consolidation Impact **Before**: - 3 workplan files - 1,595 total lines - ~150 tasks (mixed completed/pending/future) - Unclear overall status **After**: - 1 active workplan (504 lines) - 2 reference documents (updated with notices) - 2 new archive documents (detailed completion reports) - ~30 active tasks (clearly prioritized) - ~50 completed tasks (archived) - ~100 future tasks (referenced) **Improvement**: - 68% reduction in active workplan size (only actionable tasks) - 100% of completed work preserved in archive - Clear separation of active/completed/future - Easy navigation with cross-references --- ## Lessons Learned ### What Worked Well 1. **Comprehensive archive**: Detailed completion reports preserve knowledge 2. **Reference documents**: Keep future plans without cluttering active work 3. **Clear notices**: Updated old workplans point to new structure 4. **Prioritization**: Critical > High > Medium > Low makes decisions easy 5. **Cross-references**: Links between documents enable navigation ### What Could Be Improved 1. **Earlier consolidation**: Should consolidate as Phase 1 completes, not after 2. **Automated tracking**: Could use GitHub Projects for task management 3. **Success metrics**: Could track more quantitative progress indicators ### Recommendations 1. **Consolidate regularly**: Monthly or after major phase completions 2. **Keep archives detailed**: Future maintainers will thank you 3. **Update references**: Always point from old to new locations 4. **Prioritize ruthlessly**: Critical tasks first, nice-to-haves later 5. **Document decisions**: Explain why, not just what --- ## References ### Created Files - `/docs/WORKPLAN.md` (v2.0) - Active workplan - `/docs/archive/COMPLETED_TASKS_2025-11-30.md` - Completed tasks archive - `/docs/archive/CONTEXT_EXTRACTION_PHASE1_COMPLETION.md` - Detailed completion report - `/docs/archive/WORKPLAN_CONSOLIDATION_2025-11-30.md` - This document ### Updated Files - `/docs/CONTEXT_EXTRACTION_WORKPLAN.md` - Added consolidation notice - `/docs/SCALING_FEATURES_WORKPLAN.md` - Added reference document notice ### Preserved Files All files preserved, none deleted. Information consolidated, not lost. --- **Consolidation Date**: November 30, 2025 **Performed By**: Architecture Agent (Claude Code) **Status**: Complete and validated **Next Review**: After Phase 1 marketing complete (est. December 15, 2025)