Commit Graph
4 Commits
Author SHA1 Message Date
JesseMarkowitzandClaude Opus 5 480414efe0 M7: a first-class imported knowledge library
A campaign can import local .txt and .md files as Canon, Reference or
Inspiration, and the class is load-bearing rather than a label: it decides the
words a passage is framed with in the prompt, the weight it carries when
passages are ranked, and which budget it competes in when the context is tight.

This is a separate subsystem, which is the Phase 0B decision
(IMPORTED-KNOWLEDGE-DESIGN.md §73). Story Cards do not carry classification,
provenance, content identity, chunking, an index or a lifecycle, and they were
not promoted into something that does. Nothing here reads or writes one.

The subsystem, in backend/app/knowledge/:

  classes      the three classes, their weights, and the prompt framing
  chunking     deterministic, heading-aware, 60-800 tokens, no overlap
  fts          SQLite FTS5 with porter stemming; scoped and bounded in SQL
  importer     validate, hash, store, chunk, index — in one transaction
  embeddings   local Ollama vectors through the shared provider
  retrieval    query construction, hybrid merge, rerank
  inject       the budgeted cut and the rendered prompt sections

Relevance admission is a separate stage from ranking, and that separation is
the milestone's most expensive lesson. An independent review found the first
implementation deciding relevance with a floor expressed as a share of the best
candidate — which the best clears by construction — so a passage was admitted on
every turn regardless of the scene. A query about tide tables and container
tonnage retrieved all five sources of a fantasy campaign, narrator-only hidden
Canon among them.

So the pipeline is now:

  candidate generation -> admission -> ranking -> class weighting -> budget

Admission reads raw, candidate-set-independent signals: the cosine the model
returned, and how many distinct meaningful query terms a passage contains.
Ranking reads normalized ones, because bm25 has no fixed range and cosine's zero
is not zero. Normalization decides order among things that matched; it can never
decide whether anything matched. Authority is applied after admission, so a
class orders what matched and never rescues what did not.

Retrieval may therefore return nothing, and on a scene unrelated to the library
it does.

The other decisions that each replaced an obvious wrong one:

- The class multiplies relevance rather than adding to it. An additive bonus
  satisfies "Canon outranks Reference" and makes "do not include irrelevant
  Canon" impossible, because a large enough constant wins on its own.
- The semantic floor is measured, not guessed: 113 production-path pairs against
  nomic-embed-text put targeted matches at 0.55-0.85 and off-topic pairs at
  0.36-0.56, and 0.58 sits between them. Because it is a property of that model
  and not of cosine similarity, it is keyed to the model rather than applied to
  whatever is configured: an embedding model with no measured calibration in
  this build does not borrow the number. Semantic admission is skipped, the
  campaign retrieves lexically, and the reason is stated in the knowledge status
  and in the turn's provenance. Degrading to lexical keeps the library usable;
  lending the threshold to an unmeasured model is how the admitted-everything
  defect would return.
- One lexical term is not evidence. Two distinct meaningful terms, or one that
  is neither a standing campaign entity nor a negligible share of the query.
  The stop list grew from 42 words to 261, all function words — no subject
  matter, because a stop list that removes subject matter stops finding "The
  Silver Key".
- Lexical retrieval is a production path, not a fallback. It finds the proper
  nouns and invented terms a setting bible is made of, and the library is fully
  usable with no embedding model configured.

Safety is structural rather than filtered. Imported text reaches the prompt
whole, inside a section that says what it is, under a rule stating the authority
order in words and refusing every instruction inside it. No endpoint accepts a
filesystem path, so H08 has no mechanism to escape from. Nothing renders
imported content as HTML, so a script tag is five visible characters and a
remote image is never fetched. Import, chunking, indexing, retrieval and a turn
open no socket at all; only embeddings do, through the endpoint allowlist the
memory bank already uses.

Provenance is the rendered text, not a foreign key: deleting a source cannot
turn a historical turn's evidence into dangling ids.

Schema: knowledge_sources, knowledge_chunks, knowledge_embeddings, and an FTS5
virtual table attached to knowledge_chunks as a DDL hook so it is created and
dropped with the table it indexes. Migration 92. A pre-M7 database opens
unchanged and needs no sources to play.

Bundle: the source content and the reader's judgements about it travel; the
passages, index rows and vectors are rebuilt on import, so a restored campaign
is searchable immediately without a reindex step.

One runtime dependency: python-multipart, Starlette's multipart parser. It is
what makes the upload surface possible, and the upload surface is why no
pathname is ever accepted.

The test doubles were the reason the defect shipped, so they were corrected too.
The retrieval stub scored unrelated text at 0.06-0.20 where the real model
scores it at 0.43-0.44, and its docstring said it had deliberately removed the
constant component that "would put a similarity floor under every pair" — which
is exactly the property real models have. The stub now has that floor, one test
fails if it is ever removed, and another reproduces the superseded rule and
asserts it is still fooled by the same fixture. Run against the pre-corrective
implementation, the new suite fails 13 of 18.

Tests: 939 passed, 14 skipped (836/7 at M6). 110 new across seven files, one of
which mocks nothing between itself and Ollama and re-measures the similarity
separation on every run. 43/43 checks in a real Firefox, reproduced.
Docker build clean.

Four other defects found by review or by the browser run were fixed here rather
than carried: an unreachable relevance constant that appeared to enforce
something and did not; acceptance tests using the wrong fixture files, so G07's
trap was never exercised; a bidirectional override surviving into displayed
filenames; and, from the implementation pass, the Insights panel showing M5's
two state sections as raw keys and the source inspector refetching on every
keystroke.

M7 was independently reviewed, which returned PASS WITH CORRECTIVE WORK
REQUIRED. Both blocking findings are closed, and closeout resolved the
embedding-model calibration boundary the corrective pass had left as debt.
planning/reports/M7-IMPLEMENTATION-REPORT.md carries the review, the corrective
closeout and the closeout verification in sequence, none overwriting another.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017HdaXiFbscatQaLS7dJk6b
2026-09-06 15:40:13 -04:00
JesseMarkowitzandClaude Opus 5 62a997f364 M4: close out Save Points, with browser verification
Closes M4. The review's three findings are fixed, the durability rule the
specification always implied is now enforced, and M3's and M4's browser
behaviour has been verified in a real browser for the first time.

B-1 -- the Save Point list was an N+1 that loaded whole Action rows,
narration included, to answer "does a row exist here". It is now one bulk
two-column coordinate query plus one lineage: 53 SELECTs for 25 Save Points
became 5, and the count no longer grows with the list. The clause is an OR
of exact (branch, depth) pairs rather than two IN lists, because the cross
product would report a Save Point resolved on the strength of another one's
depth existing on this one's branch. A test builds exactly that trap.

B-2 -- reclassified during closeout from "missing warning" to a behaviour
defect, and fixed as one. STORY-BRANCH-SEMANTICS §19 says a named checkpoint
remains until explicitly deleted, and §28 already required future cleanup to
retain checkpoint-referenced paths; a cascade that silently removed Save
Points with a branch violated both, and a warning would only have documented
the violation. A branch a Save Point names can no longer be deleted. The
request is refused with the offending Save Points named, the user deletes
them explicitly -- which deletes no story -- and the branch then goes. The
scope is the subtree, because deleting a branch takes its descendants. Both
delete controls disable and explain. Recorded as a new §19.1; models.py,
TECHNICAL-DESIGN §8.8 and DATA-MODEL §8 had all recorded the cascade as the
rule and now record the refusal.

An earlier pass in this same closeout had kept the cascade and added a
warning. That was the wrong fix and its tests were replaced rather than left
standing, since they pinned the defect.

B-3 -- the D11/L03 automation never left one process, so it could not
distinguish durable state from a live Python object. It now spawns real
server processes, kills the first, and reads the campaign back with the
second.

C-5 -- creating a Save Point takes the campaign's turn lock. "Save where I
am" has to name one committed position, and the head is what a turn in
flight is about to move. Rename and Delete deliberately do not take it.

The architecture is untouched: a Save Point is still name + note +
(branch, depth), and restore is still coordinate -> head.move_to_node ->
head.move_to -> attempts.restore_state. No second restore path, no state
copied into a checkpoint, no fork on restore.

Browser verification -- the first in this project, and it covers both
milestones. Firefox 154.0.1 through geckodriver over the W3C WebDriver
protocol, driving the rendered DOM: 47/47 checks, twice, on independent
databases, no console errors. M3's Undo/Redo enable states, transcript
movement, Retry and the take pager, divergence retiring Redo; M4's whole
Save Point lifecycle, both confirmations, and the new branch-delete refusal
including its recovery. No dependency was added: the WebDriver client is
stdlib HTTP.

No application defect was found by the browser. Four failures occurred, all
in the harness -- a wrong SPA route, a wait comparing transcript length when
the empty-story placeholder is longer than the first turn, a fixture
deleting the branch it was reading, and a reload assertion that sampled
once instead of waiting. The last was checked against the app before being
called a harness bug.

Tests: 698 backend pass (was 680), 60 M4, 94 M3 history, 66 export/
migrations, 93 security/local-only. Frontend lint and build clean, Docker
build clean, loopback binding unchanged. No assertion weakened, no skip
added.

Planning: STORY-BRANCH-SEMANTICS §19.1 is the only behavioural change and it
strengthens §19. V1-ACCEPTANCE-TESTS records D11-D14, I04, L03 and the
E-series, keeping automated, live-runtime and browser evidence distinct, and
weakens no pass condition. DATA-MODEL records the coordinate with the retry
measurement that settles it. BROWSER-UX-SPEC rules for Moment over Turn.
BUILD-MILESTONES marks M4 COMPLETE, closes M3's browser condition, and lists
what M5 inherits. VERSION adds v2.6.

No new ADR: ADR 005 already decides that history is preserved rather than
overwritten, and §19.1 is that decision applied to checkpoint-referenced
history.

M4 is closed. M5 may now be briefed; it has not been started.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PWU4gTfLYY6Qq9U7aa9Qw2
2026-09-04 06:34:56 -04:00
JesseMarkowitz 717670afe0 Update planning package after Phase 0B 2026-09-01 20:41:23 -04:00
JesseMarkowitz f011362494 Add initial planning files from ChatGPT research here 2026-09-01 12:09:38 -04:00