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34 changes: 34 additions & 0 deletions CHANGELOG.md
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Expand Up @@ -5,6 +5,40 @@ Based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/).

---

## [2.5.3] — 2026-07-01

### Added

- **New RULES template: `RULES/company.steering.memory.bank.md` (Company
Steering).** Memory Bank template for an AI agent assisting an executive
(CEO/DG) in steering the whole company — finance, sales, business units,
legal, HR, risk & compliance.
- **11 mandatory files**: `companyBrief`, `governance`, `financeContext`,
`salesContext`, `marketIntelligence`, `legalContext`, `hrContext`,
`riskCompliance`, `stakeholders`, `activeContext`, `steeringProgress`.
- **Dynamic files**: one `bu-[name].md` per business line (e.g. `bu-csp`,
`bu-msp`) and one `dossier-[name].md` per strategic initiative, each with
a mandated template and a lifecycle (created on first mention, archived
with an outcome summary in `steeringProgress.md`).
- **Absolute data-reliability rules** injected into the consolidator prompt:
figures are never invented or extrapolated and always carry date + source
(otherwise flagged `[à confirmer]`); HR data is aggregated only (no
individual/personal data); legal exposure is quoted as assessed by
counsel, never re-qualified by the LLM.
- **Steering-grade conventions**: confidentiality notice (dedicated space,
restricted tokens), ADR decision log in `steeringProgress.md`,
"deadlines never go stale" rule for certifications, audits, and contract
expiries.

### Changed

- `RULES/README.md` / `RULES/README.fr.md` — template tables updated with the
new Company Steering entry.
- `README.md` / `README.fr.md` — repository structure tree now lists the
`RULES/` template directory; stale `VERSION` annotation refreshed.

---

## [2.5.2] — 2026-06-07

### Fixed
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3 changes: 2 additions & 1 deletion README.fr.md
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Expand Up @@ -696,12 +696,13 @@ live-memory/
├── waf/ # Caddy + Coraza WAF
├── WORKSPACE_CLINE_RULES.md # 📋 Template Custom Instructions Cline — Live Memory uniquement
├── WORKSPACE_CLINE_ADVANCE_RULES.md # 📋 Template Custom Instructions Cline — Live Memory + Graph Memory
├── RULES/ # 📜 Modèles de rules Memory Bank (général, livre, médical, avant-vente, product management, pilotage d'entreprise)
├── DESIGN/live-mem/ # 9 documents d'architecture
├── docker-compose.yml
├── Dockerfile
├── pyproject.toml # Dépendances et config projet (uv)
├── uv.lock # lockfile uv
├── VERSION # 2.5.1
├── VERSION # 2.5.3
├── CHANGELOG.md
└── FAQ.md
```
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3 changes: 2 additions & 1 deletion README.md
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Expand Up @@ -696,12 +696,13 @@ live-memory/
├── waf/ # Caddy + Coraza WAF
├── WORKSPACE_CLINE_RULES.md # 📋 Cline Custom Instructions template — Live Memory only
├── WORKSPACE_CLINE_ADVANCE_RULES.md # 📋 Cline Custom Instructions template — Live Memory + Graph Memory
├── RULES/ # 📜 Memory Bank rules templates (general, book, medical, presales, product management, company steering)
├── DESIGN/live-mem/ # 9 architecture documents
├── docker-compose.yml
├── Dockerfile
├── pyproject.toml # Dependencies & project config (uv)
├── uv.lock # uv lockfile
├── VERSION # 2.5.1
├── VERSION # 2.5.3
├── CHANGELOG.md
└── FAQ.md
```
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1 change: 1 addition & 0 deletions RULES/README.fr.md
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Expand Up @@ -29,6 +29,7 @@ Les rules ne sont pas une simple documentation. Elles sont **injectées intégra
| `medical.memory.bank.md` | **Médical** | Modèle adapté au suivi médical. 7 fichiers obligatoires (profilGeneral, histoireDiagnostic, contexteSante, medicamentationTraitements, specialistesSuivi, profilSante, progression) + 2 optionnels (visualisationDonnees, protocoleUrgence). Inclut une règle de fiabilité absolue pour les données biologiques. |
| `presales.memory.bank.md` | **Avant-vente** | Modèle pour l'analyse de propositions commerciales B2B. 5 fichiers de base (proposalContext, activeAnalysis, analysisProgress, rulesLearned, methodologieAnalyse) + fichiers personas dynamiques (un par décideur : dirigeant, acheteur, DSI, RSSI, expert). Gestion des contradictions, capitalisation des patterns argumentaires, tracking visuel. |
| `product.management.memory.bank.md` | **Product Management** | Modèle pour une équipe produit (PM + Product Design + UX Writing). 11 fichiers obligatoires (productVision, portfolio, marketIntelligence, userKnowledge, **stakeholders**, designSystem, **communicationGuide**, engineeringContext, discoveryPlaybook, activeContext, roadmapProgress) + fichiers dynamiques personas (`persona-*.md`), features (`feature-*.md`) et frameworks (`framework-*.md`). Pipeline discovery (intake → Impact Review), frameworks de référence (JTBD, PLG, 7 Powers…), feature template enrichi (success metrics, rollout plan, risks & recovery, AI behavior contract), stakeholder intelligence, PM communication standards par registre, decision log ADR. |
| `company.steering.memory.bank.md` | **Pilotage d'entreprise** | Modèle pour un dirigeant (DG/CEO) pilotant l'entreprise complète. 11 fichiers obligatoires (companyBrief, governance, financeContext, salesContext, marketIntelligence, legalContext, hrContext, riskCompliance, stakeholders, activeContext, steeringProgress) + fichiers dynamiques par ligne métier (`bu-*.md`, ex. CSP/MSP) et par dossier stratégique (`dossier-*.md`). Règles de fiabilité absolue des chiffres (date + source), données RH agrégées uniquement, exposition juridique citée sans réinterprétation, decision log ADR, suivi des échéances de conformité (audits, renouvellements de qualifications). |

## Comment utiliser un modèle

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1 change: 1 addition & 0 deletions RULES/README.md
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Expand Up @@ -29,6 +29,7 @@ Rules are not mere documentation. They are **injected verbatim into the LLM prom
| `medical.memory.bank.md` | **Medical** | Template for medical follow-up. 7 mandatory files (profilGeneral, histoireDiagnostic, contexteSante, medicamentationTraitements, specialistesSuivi, profilSante, progression) + 2 optional (visualisationDonnees, protocoleUrgence). Includes an absolute reliability rule for biological data. |
| `presales.memory.bank.md` | **Presales** | Template for B2B sales proposal analysis. 5 base files (proposalContext, activeAnalysis, analysisProgress, rulesLearned, methodologieAnalyse) + dynamic persona files (one per decision-maker: executive, buyer, CIO, CISO, expert). Contradiction management, argumentative pattern capitalization, visual tracking. |
| `product.management.memory.bank.md` | **Product Management** | Template for a product team (PM + Product Design + UX Writing). 11 mandatory files (productVision, portfolio, marketIntelligence, userKnowledge, stakeholders, designSystem, communicationGuide, engineeringContext, discoveryPlaybook, activeContext, roadmapProgress) + dynamic persona, feature, and framework files. Discovery pipeline, reference frameworks (JTBD, PLG, 7 Powers…), enriched feature template, stakeholder intelligence, ADR decision log. |
| `company.steering.memory.bank.md` | **Company Steering** | Template for an executive (CEO/DG) steering the whole company. 11 mandatory files (companyBrief, governance, financeContext, salesContext, marketIntelligence, legalContext, hrContext, riskCompliance, stakeholders, activeContext, steeringProgress) + dynamic business-unit files (`bu-*.md`, e.g. CSP/MSP) and strategic dossier files (`dossier-*.md`). Absolute reliability rules for figures (date + source), aggregated-only HR data, quoted legal exposure, ADR decision log, compliance deadline tracking. |

## How to Use a Template

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