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feat(agent-workspace): personalize managed memory follow-ups
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docs/diataxis/en/explanation/agent-conversation-focus-mode-plan.md

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`M8.35` now explains recommendation drift across adjacent history events, so the current-atom history surface no longer requires manual cross-card comparison for that change.
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`M8.36` now explains recommendation stability across adjacent history events, so the current-atom history surface also shows when a newer event kept the same next step in place.
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`M8.37` now adds stability signals on top of that explanation surface, so repeated hold streaks are readable from badges and confidence copy without reading the full stability paragraph.
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`M8.38` now personalizes those expanded-history follow-up recommendations around missing managed-memory note/correction state, so the next step, rationale, and confidence copy all point directly at the still-missing managed key instead of stopping at generic continuity ranking.
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Priority order:
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1. deepen personalization on top of the shipped primary/secondary/drift/stability explanation surface and stability signals,
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1. deepen personalization on top of the shipped primary/secondary/drift/stability explanation surface, stability signals, and managed-memory gap targeting,
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2. expand broader operator rollups only when they clearly compound the same current-atom continuity loop,
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3. keep markdown-reader improvements secondary unless they clearly compound the same study loop.
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docs/diataxis/en/explanation/development-progress-dashboard.md

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## Scope
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- Focus area: local-first knowledge mastery platform (ingest, retrieval, learning path, tutor, memory, governance).
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- Time window: `v1.7.0` through the 2026-04-21 foundation-integration checkpoint, the 2026-04-21 UTC CI review cycle, and the post-`M8.37` reconciliation pass.
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- Time window: `v1.7.0` through the 2026-04-21 foundation-integration checkpoint, the 2026-04-21 UTC CI review cycle, and the post-`M8.38` reconciliation pass.
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- Evidence rule: every progress claim must map to:
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- contract layer (`src/learning/api.ts`, `src/learning/types.ts`),
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- route/runtime layer (`src/server.ts`),
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Current top priority is **conversation-product hardening on top of the already-green backend baseline**:
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- keep backend sufficiency as a standing decision gate rather than an active execution lane,
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- keep closing the correction/product/operator gap exposed after `M8.20-M8.37`,
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- treat `M8.23` as the operator-visibility baseline for conversation-memory/correction actions, `M8.24` as the active-atom action-surface baseline, `M8.25` as the active-atom pane-state continuity baseline, `M8.26` as the active-atom study-loop summary baseline, `M8.27` as the active-atom recent-result continuity baseline, `M8.28` as the active-atom result-preview baseline, `M8.29` as the active-atom history-drill-down baseline, `M8.30` as the active-atom history follow-up baseline, `M8.31` as the active-atom history freshness-ranking baseline, `M8.32` as the active-atom history rationale/alternative baseline, `M8.33` as the active-atom history confidence-signal baseline, `M8.34` as the primary-vs-secondary tradeoff explanation baseline, `M8.35` as the adjacent-history drift explanation baseline, `M8.36` as the adjacent-history stability explanation baseline, and `M8.37` as the adjacent-history stability-signal baseline,
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- keep closing the correction/product/operator gap exposed after `M8.20-M8.38`,
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- treat `M8.23` as the operator-visibility baseline for conversation-memory/correction actions, `M8.24` as the active-atom action-surface baseline, `M8.25` as the active-atom pane-state continuity baseline, `M8.26` as the active-atom study-loop summary baseline, `M8.27` as the active-atom recent-result continuity baseline, `M8.28` as the active-atom result-preview baseline, `M8.29` as the active-atom history-drill-down baseline, `M8.30` as the active-atom history follow-up baseline, `M8.31` as the active-atom history freshness-ranking baseline, `M8.32` as the active-atom history rationale/alternative baseline, `M8.33` as the active-atom history confidence-signal baseline, `M8.34` as the primary-vs-secondary tradeoff explanation baseline, `M8.35` as the adjacent-history drift explanation baseline, `M8.36` as the adjacent-history stability explanation baseline, `M8.37` as the adjacent-history stability-signal baseline, and `M8.38` as the managed-memory gap follow-up baseline,
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- keep the remaining near-term budget on deeper personalization and operator rollup quality now that the continuity-explanation gap is closed on the active history surface,
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- keep remote `main` CI interpretation evidence-based: the latest fully completed `main` workflow set is green, and new pushes should be treated as pending until their workflow set finishes.
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## Current Mainline Snapshot (2026-04-21 Baseline Split: Foundation M8.18 / Conversation M8.37)
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## Current Mainline Snapshot (2026-04-21 Baseline Split: Foundation M8.18 / Conversation M8.38)
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- Foundation baseline on `main` is currently:
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- status `integrated`
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- Historical increment sections below remain chronological archive entries.
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- When a historical section says `in_progress` / `no-go`, read it as past checkpoint truth rather than current repo state.
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## Reconciliation Notes (2026-04-21 Post-M8.37)
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## Reconciliation Notes (2026-04-21 Post-M8.38)
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- The active mainline question is no longer whether backend sufficiency work should continue.
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That lane is closed-by-default while its gate stays green.
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- The active mainline question is also no longer whether tradeoff, drift, stability explanation, and stability signaling should be added.
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`M8.34`, `M8.35`, `M8.36`, and `M8.37` now ship that continuity-explanation layer on the expanded history decision surface.
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- The active mainline question is also no longer whether tradeoff, drift, stability explanation, stability signaling, and managed-memory gap follow-up should be added.
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`M8.34`, `M8.35`, `M8.36`, `M8.37`, and `M8.38` now ship that continuity-explanation layer on the expanded history decision surface.
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- The next gap is no longer local explanation opacity.
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The remaining product question is how much deeper personalization and operator rollup value should sit on top of this now-readable current-atom history surface.
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- Remote `main` CI is currently green on the latest push.
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- diagnostics snapshot coverage for stored preview payloads,
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- EN/ZH re-render coverage for localized preview text.
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## Latest Mainline Increment (2026-04-21 M8.38 Active-Atom Managed-Memory Gap Follow-Up)
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- Extended the expanded history follow-up surface with managed-memory gap personalization:
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- managed-memory read history items now prioritize `write_memory_note` / `record_memory_correction` when the same event reports missing note/correction keys,
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- rationale text now explains that the next step is driven by the still-missing managed state instead of generic follow-up ranking,
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- confidence badges and copy now expose which managed key is still missing on that current atom.
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- Kept the slice frontend-bounded:
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- no backend route, API contract, persistence model, or capability schema changed,
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- personalization reuses `missingManagedKeyLabels` already recorded on the local capability event plus existing managed-memory capabilities.
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- Closed the next post-`M8.37` personalization gap:
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- operators no longer lose the missing-note/missing-correction context once the managed-memory read event moves into history,
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- the continuity surface now keeps managed-memory closure actions inside the same expanded history loop.
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- Expanded regression coverage for:
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- managed-memory read history items reprioritizing follow-up actions toward missing note/correction writes,
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- EN/ZH contract coverage for the new managed-memory rationale, badges, and confidence copy.
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## Latest Mainline Increment (2026-04-21 M8.37 Active-Atom Adjacent History Stability Signals)
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- Extended the expanded history confidence surface with adjacent-history stability signals:
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1. Treat backend sufficiency as closed-by-default while the gate remains green; do not reopen heavier backend work without new measured pressure.
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2. Treat remote `main` CI as evidence-bound to the latest fully completed workflow set; only reopen CI-triage narrative when a fresh failing run exists.
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3. Make the next planning round about post-`M8.37` bounded conversation-product compounding:
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- deepen personalization on top of the now-readable primary/secondary/drift/stability explanation surface and stability signals,
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3. Make the next planning round about post-`M8.38` bounded conversation-product compounding:
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- deepen personalization on top of the now-readable primary/secondary/drift/stability explanation surface, stability signals, and managed-memory gap follow-up,
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- add broader operator rollup/reporting only when it compounds the same current-atom continuity loop,
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- keep markdown-reader improvements secondary unless they strengthen the same study loop.
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4. Treat notification-threshold governance as closed after `M7.29`; do not plan `M7.30+` unless a materially new operator requirement appears.

docs/diataxis/en/explanation/local-backend-sufficiency-and-escalation-plan.md

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- the minimum correction / feedback closure is now integrated through explicit next-step guidance on missing managed state,
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- operator-facing visibility for conversation-memory and correction actions is now integrated through persisted diagnostics summary/index counts,
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- stronger agent action surfaces around focus mode and learning path are now integrated through the active-atom quick-action rail, toolbar routing, continuity notes/path-target diagnostics, capability-taxonomy summary cards, the recent-activity history card, localized result-detail previews on that history surface, expandable history drill-down, deterministic history follow-up affordances, continuity-aware freshness ranking for those affordances, and bounded rationale/secondary-alternative rendering,
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- `M8.34` primary-vs-secondary tradeoff explanation, `M8.35` adjacent-history drift explanation, `M8.36` adjacent-history stability explanation, and `M8.37` adjacent-history stability signals are now integrated on top of the shipped signal-enabled current-atom recent-activity card,
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- next only deepen personalization or broader operator rollups when they clearly compound that same readable current-atom continuity loop.
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- `M8.34` primary-vs-secondary tradeoff explanation, `M8.35` adjacent-history drift explanation, `M8.36` adjacent-history stability explanation, `M8.37` adjacent-history stability signals, and `M8.38` managed-memory gap follow-up personalization are now integrated on top of the shipped signal-enabled current-atom recent-activity card,
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- next only deepen personalization or broader operator rollups when they clearly compound that same readable current-atom continuity loop, especially when they keep missing managed-state targeting explicit.
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2. markdown-reader improvement:
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- only when it clearly compounds knowledge review or focus-mode study loops.
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docs/diataxis/zh/explanation/agent-conversation-focus-mode-plan.md

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`M8.35` 现在又解释相邻 history event 之间的 recommendation drift,让当前 atom history surface 不再要求操作者手工对比多张展开卡片。
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`M8.36` 现在又解释相邻 history event 之间的 recommendation stability,让当前 atom history surface 也能直接说明“新事件是否继续保持同一下一步”。
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`M8.37` 现在又在这层 explanation surface 之上补上 stability signal,让连续 hold 的 next step 可以直接从 badge 与 confidence copy 读出来,而不必读完整段 stability 文案。
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`M8.38` 现在又围绕缺失的 managed-memory note / correction state 个性化这些展开 history follow-up recommendation,让下一步、rationale 与 confidence copy 都直接指向仍然缺失的托管 key,而不是停留在通用 continuity ranking。
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优先顺序:
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1. 在当前已落地的 primary/secondary/drift/stability explanation surface 与 stability signal 之上继续加深 personalization,
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1. 在当前已落地的 primary/secondary/drift/stability explanation surface、stability signal 与 managed-memory gap targeting 之上继续加深 personalization,
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2. 只有当更宽的 operator rollup 能明确复利同一 current-atom continuity loop 时才继续扩展,
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3. Markdown 阅读器提升继续保持次优先级,除非它能明确加强同一学习闭环。
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