nexusAI/docs/roadmap.md

NexusAI — Master Roadmap

A modular, memory-centric AI assistant and personal second brain.
Built on Node.js, React/Vite, SQLite, Qdrant, and llama.cpp.
Repo: https://gitea.jellystorm.com/storme/nexusAI

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Current State (Completed)

Backend — Core Four Services

• ✅ Shared package — getEnv, constants (QDRANT, COLLECTIONS, EPISODIC, SERVICES)
• ✅ Memory service (port 3002, Mini PC 1) — SQLite schema (sessions, episodes, entities, relationships, summaries), FTS5 search, full CRUD endpoints, Qdrant semantic layer (3 collections), embedding write path
• ✅ Embedding service (port 3003, Mini PC 1) — nomic-embed-text via Ollama, 768-dim vectors, /embed and /embed/batch
• ✅ Inference service (port 3001, Main PC) — provider pattern (INFERENCE_PROVIDER), llama.cpp provider, /complete and /complete/stream (SSE)
• ✅ Orchestration service (port 4000, Mini PC 2) — /chat and /chat/stream, session auto-create, dual-layer context assembly (recency + semantic), episode write-back

Memory System

• ✅ Episodic memory — full conversation history in SQLite
• ✅ Semantic memory — Qdrant vector search across episodes and entities
• ✅ Entity extraction — background inference pass after each episode (qwen2.5:3b via Ollama)
• ✅ Automatic summarization — triggered at context threshold, cumulative summary updates
• ✅ Project memory isolation — project sessions fully isolated from each other and from non-project sessions

Chat Client

• ✅ React/Vite frontend served via Caddy
• ✅ Sidebar navigation — recent chats, projects, settings
• ✅ Project management — CRUD, colour coding, isolated flag, ProjectView
• ✅ Session management — auto-naming, project assignment, SessionModal
• ✅ Streaming chat interface — SSE token-by-token rendering
• ✅ Memory viewer — episode browsing, deletion, health panel
• ✅ Settings panel — models section, configuration

Infrastructure

• ✅ Caddy reverse proxy with Authelia SSO
• ✅ Prometheus + Grafana monitoring (VRAM, CPU, RAM)
• ✅ npm workspaces monorepo
• ✅ Gitea self-hosted repo

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Phase 1 — Loose Ends & Stability

Target: Next development session (Saturday)

Bug Fixes

• Entity extraction JSON parsing — robustify response parser in extraction.js to handle model returning markdown fences or preamble around JSON
• Qdrant entity search empty results — verify entities embedded post-isolation-fix are surfacing correctly in project session searches

Tech Debt

• Logging — introduce LOG_LEVEL env var across all services; reduce noise in production
• Error response consistency — audit all endpoints for uniform { error, detail } shape
• Constants audit — move any remaining inline magic numbers (limits, thresholds, timeouts) to shared config
• Orchestration chat/index.js review — extract any logic that has grown beyond its intended scope into dedicated modules

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Phase 2 — Memory System Upgrades

The core intelligence layer

1. Knowledge Graph (SQLite)

The highest-leverage memory upgrade. Transforms NexusAI from "remembers conversations" to "understands relationships between things."

• Graph schema — nodes and edges tables with typed relationships
• Entity → node promotion pipeline
• Relationship traversal queries
• Graph-aware context assembly in orchestration

2. Retrieval Fusion + Full-Text Search

Multi-strategy retrieval merged into a single ranked result set.

• Reciprocal Rank Fusion (RRF) — merge semantic (Qdrant) + keyword (FTS5) results
• Configurable weights per retrieval strategy
• Score threshold tuning per collection

3. Memory Consolidation Lifecycle

Prevents long-term memory degradation and enables compression.

• Episode aging — score/weight episodes by recency and access frequency
• Consolidation pass — merge related low-weight episodes into summary nodes
• Orphan cleanup — remove entities no longer referenced by active episodes

4. User Preference Model

Automatically maintained profile injected into every system prompt.

• Preference schema — communication style, interests, known facts, tone preferences
• Auto-update from conversation history
• Manual override / review UI

5. Confidence-Based Routing (inspired by acid2lake)

Short-circuit simple requests before they reach the LLM.

• Intent classifier in orchestration — categorise incoming messages
• Confidence bands — FAST PATH (memory lookup only) vs FULL (LLM + context)
• Fast-path handlers — direct memory queries, session lookups, factual recalls

6. Smarter Context Assembly (inspired by acid2lake)

Budget-aware context selection instead of dumping all relevant memory into the prompt.

• Token budget manager in orchestration
• Priority scoring — recency × relevance × entity weight
• Configurable context budget via env var

7. Procedural Memory Store (inspired by acid2lake)

Learns "how NexusAI has successfully handled this type of request before."

• Procedural memory schema — trigger pattern, steps, success count, confidence
• Auto-population from successful interaction traces
• Procedural context injection for matched request types

8. Reflection / Self-Summarization

NexusAI periodically reviews and synthesises its own memory.

• Scheduled reflection pass — background job, configurable interval
• Cross-session insight extraction
• Summary nodes written back to knowledge graph
• Requires: Knowledge graph + consolidation lifecycle

9. Proactive Agent Loop

The JARVIS moment — NexusAI reasons, plans, and acts across multiple steps.

• Tool calling framework in orchestration
• Built-in tools — memory search, entity lookup, summarize, web fetch
• Reasoning loop — think → act → observe → respond
• Agent mode toggle per session
• Requires: All Phase 2 items above

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Phase 3 — Client Features

Making the daily driver experience excellent

Core Chat Enhancements

• Message regeneration — re-roll last AI response
• Edit & resend — edit a previous message, clear subsequent history
• Copy message button — hover icon per message
• Message timestamps — subtle, toggleable
• Token count display — per-response usage indicator

Memory Visibility

• "What I remember" panel — show which episodes/entities were injected into context
• Memory pinning — mark episodes as always-include
• ✅ Session summary view — on-demand or auto-generated session summary
• Memory attribution — subtle indicator on responses that were memory-informed

Session & Project Management

• Session search — full-text search across all sessions
• Session tagging — freeform tags beyond project assignment
• Session export — download as markdown or JSON
• Pinned sessions — pin frequently used sessions to sidebar top
• Bulk session actions — delete, move to project

Model & Persona Controls (high priority — circles back to companion origins)

• Per-session model switching — override default model per session
• ✅ System prompt editor — per-project custom prompts
• System prompt editor — per-session custom prompts
• Persona profiles — saved configurations (model + system prompt + temperature)
  • Examples: "Daily Driver", "Creative Mode", "Concise Mode", "Coding Mode"
• Temperature / parameter sliders — collapsible panel for power users

Second Brain Features

• Quick capture — minimal input to save a thought directly to memory without starting a chat
• Knowledge graph visualiser — interactive node/edge view of entities and relationships
• Memory search page — dedicated search UI across all episodes and entities
• Daily digest — generated summary of recent activity and learned facts

Quality of Life

• Keyboard shortcuts — Ctrl+K command palette, Ctrl+Enter to send
• Dark/light theme toggle
• Mobile layout polish — collapsible sidebar, touch-friendly inputs
• Notification support — browser notifications for long completions

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Phase 4 — Coding Copilot

After core is feature-complete

Project Directory Awareness

• Directory watcher service — monitors a VS Code workspace for changes
• Symbol indexer — AST parsing via Tree-sitter, file → symbol map in SQLite
• Diagnostic indexer — compiler errors/warnings per file, triggered on save
• Maps to existing project isolation — coding project = NexusAI project with indexedDirectory flag

Coding-Specific Memory

• Procedural patterns per language/framework — stored in procedural memory layer
• Skill compilation — successful coding solutions abstracted into reusable patterns
• Codebase semantic search — embed code chunks into Qdrant, search by intent

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Phase 5 — Stretch Goals

Voice Layer

• TTS output — text-to-speech for AI responses
• STT input — speech-to-text for voice messages
• Hardware-dependent — deferred until appropriate hardware available
• Architecturally clean addition — new input/output modality only

Homelab Enhancements

• Backup improvements — automated, verified backups of SQLite + Qdrant data
• Security hardening — network segmentation, service-level auth
• IP webcam integration
• Home Assistant integration

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Architecture Reference

Services & Nodes

Service	Host	Port	Role
Inference	Main PC 192.168.0.79	3001	llama.cpp provider, /complete, /complete/stream
Memory	Mini PC 1 192.168.0.81	3002	SQLite, episode/entity/summary CRUD
Embedding	Mini PC 1 192.168.0.81	3003	nomic-embed-text via Ollama, vector generation
Qdrant	Mini PC 1 192.168.0.81	6333	Vector store — episodes, entities, summaries collections
Orchestration	Hub 192.168.0.205	4000	Chat pipeline, context assembly, session management
Chat Client	Hub 192.168.0.205	—	React/Vite, served via Caddy
Caddy + Authelia	Hub 192.168.0.205	443	Reverse proxy, SSO

Primary Models

Role	Model	Notes
Daily driver	Gemma 4 26B Claude Distill APEX I-Mini	--reasoning off flag critical
Creative/worldbuilding	Gemma 4 21B REAP Q5_K_M
Coding	DeepSeek Coder V2 Lite Instruct Q6_K
Background tasks	qwen2.5:3b via Ollama	Entity extraction, summarization

Key Design Principles

• Layer-by-layer validation — backend → orchestration → frontend, curl-test each layer
• Fire-and-forget async — embedding and entity extraction never block the chat response
• All services read settings on every request — no restart required for config changes
• Backend-first development — data layer → endpoints → orchestration proxy → frontend

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Last updated: April 2026