Arkive

Alter Ego

As of
Version1.0.1
Kindplan
Length766 words, about 3 min
Tagsplanliving-planphase-6taxilazinsseralter-egowar-roomfactorycore-drive

Alter Ego is Phase 6: Sidekick gets its mind. Scope: Core Drive (your principles, values and mental models), semantic search over your content, the provider-agnostic AI layer, and Alter Ego itself, which answers as the version of you those principles describe.

Milestone: Sidekick gets its mind. Core Drive holds your principles, values, and mental models; your content is semantically searchable; and Alter Ego — grounded in Core Drive + Taxila — answers as the version of you who sees clearly. Learning payoff: pgvector, HNSW indexes, semantic chunking, provider-agnostic AI routing, streaming structured responses, RAG pipeline design. Prerequisites: Write the Core Drive and Alter Ego PRDs in content/docs/02-prd/. The Alter Ego PRD must specify the source-attribution contract (internal vs. web source classes, color coding, footnotes — see Source Attribution and Structured Response Attribution).

6A — Core Drive (context layer)

# Task Complexity Learning
6A.1 Create packages/features/core-drive; define entry schema with the anatomy from the anatomy of a Core Drive entry — category (identity/principle/mental-model/heuristic/tool/preference), directive (compact injectable form), weight, kernel flag, lastLoadedAt 🔴 📦 🗄️
6A.2 Migration, RLS, trigger bindings, feature registry entry + entity type 🟡 🔐 🗄️
6A.3 Apply applicability metadata via Synergy's tags (#principle, #domain:spending, #situation:planning, …) 🟡 🗄️
6A.4 Repository + API routes + minimal palette-reachable UI for authoring entries (full prose + directive form) 🟡 🧩 🎨
6A.5 Seed Core Drive from docs/core-drive/ content — mark universal principles as kernel 🟢

6B — Provider-agnostic AI foundation

# Task Complexity Learning
6B.1 Implement the static model router in packages/core/ai — config map of task types → provider/model via AI SDK createProviderRegistry() 🔴 🤖
6B.2 Features request capabilities (chat, classify, coach), never concrete models — enforce via the router's public interface 🟡 🤖 📦
6B.2a Define the AI request contract with effortLevel as a first-class parameter — v1: tunes retrieval depth (k); router may later resolve higher effort to more capable models 🟡 🤖
6B.2b Implement Context Assembler v1 in packages/core/ai — input (feature, taskType, effortLevel), output context bundle: kernel entries + top-k Tier 1 by applicability tags/similarity, within token budget. The ONLY way features obtain AI context ([[03-system-design/functional-design/03-ai/context-assembler Context Assembler]]) 🔴
6B.3 Enable pgvector extension in Supabase 🟢 🤖
6B.4 Add embedding vector column to notes, knowledge_sources, documents, and Core Drive entries 🟡 🤖 🗄️
6B.5 Create HNSW indexes on each embedding column 🔴 🤖 🗄️
6B.6 Implement generateEmbedding(text) in packages/core/ai/embed.ts (default: OpenAI text-embedding-3-small, routed like any other model) 🟡 🤖
6B.7 Implement semantic chunking strategy — split Tiptap JSON → markdown → chunks with overlap 🔴 🤖 ✍️
6B.8 Implement async background embedding job with retry (2 retries, exponential backoff) using waitUntil() 🔴 🤖 🧩
6B.9 Wire embedding generation into Taxila/Zinsser create/update routes — non-blocking, sets embeddingStatus 🔴 🤖 🔐
6B.10 Implement match_content() PostgreSQL function for vector similarity search 🔴 🤖 🗄️

6C — Alter Ego

# Task Complexity Learning
6C.1 Create packages/features/alter-ego with its own schema (chat_sessions, chat_messages) 🟡 📦 🗄️
6C.2 Migration, RLS, feature registry entry 🟡
6C.3 Design the structured response contract — segments carrying source class (internal vs. web) + footnote citations, streamed 🔴 🤖 🧩
6C.4 Implement POST /api/alter-ego/chat streaming route — context via the Context Assembler, model via the router 🔴 🤖 🧩
6C.5 Implement RAG context retrieval — top-k relevant chunks from Taxila (+ tagged Core Drive expansions) before calling the LLM 🔴 🤖
6C.6 Build Alter Ego chat UI — streaming display honoring the response contract (source color coding + footnotes; web retrieval may ship later, but the UI renders the contract now) 🔴 🎨 🧩
6C.7 Add /chat to the command palette 🟢
6C.8 Implement embeddingStatus monitoring — a simple admin view showing failed embeddings 🟡 🤖
6C.9 Add retry trigger API endpoint for failed embeddings 🟡 🤖

Phase 6 Exit Criteria: You can ask Alter Ego a question; the Context Assembler loads your kernel principles plus applicable Core Drive entries, RAG retrieves relevant knowledge chunks, and the answer streams as a structured, source-attributed response. effortLevel is honored end-to-end (contract → assembler → router). Models are resolved via the router config — switching providers is a config change. Failed embeddings are visible and retriable.


Arkive

Index

Notes, decisions, and progress on my journey as I build Project Sidekick — built in the open; written as it happens.

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242 entries.

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