Commit Graph
11 Commits
Author SHA1 Message Date
JesseMarkowitzandClaude Opus 5 b7005e6fdd M5: genre-neutral authoritative narrative state, with review corrections
Replaces AI-DnD's RPG relative-delta world state with the genre-neutral typed
narrative state of ADR 010: explicit, absolute, allowlisted events proposed by
the model, validated by the application, applied to one authoritative document,
and snapshotted per position so restore stays a row read.

This commit includes the corrective pass that followed the independent review
in planning/reports/M5-IMPLEMENTATION-REPORT.md. The invariant it exists to
hold is:

    visible active transcript position == stored head == authoritative state

Narrator editing (D10, STORY-BRANCH-SEMANTICS §§14-15)

  A narrator edit no longer rewrites a row. It returns to the state before the
  turn, takes the reader's exact text as the accepted narration, re-derives the
  state that text implies, and becomes a new active continuation — while the
  original narration keeps its words, its live flag and its whole future as
  retained history. At the tip the correction is another take; with story below
  it, it forks. No new history machinery: this is the existing fork/take/head
  path with the reader's text in place of a generated reply. The §14A refusal
  is therefore gone for narrator turns, and remains only for player input.

Pre-M5 positions

  Migration 88 backfills the empty narrative document onto every action written
  before M5, and a missing snapshot now restores the empty document instead of
  leaving the previous position's state standing. Restoring to an old Save
  Point no longer leaves a later position's entities and facts on screen.

Narrator context

  Replayed history carries prose only; the machine-readable block is no longer
  reconstructed into past turns, where it contradicted the authoritative state
  in the same prompt. A fact withdrawn by a manual correction is now named as
  no longer true, with the reader's reason, rather than silently dropped.

Also

  - state_changes joins the action-list bulk read, removing one query per row.
  - Extraction takes only the application's own protocol payload: an ordinary
    ```json or ```python block in a story survives, and a mangled proposal
    still does not reach the reader.

Planning: ADR 013 records the authoritative document shape; §§14-15/14A, D10,
C04 and BUILD-MILESTONES are updated to describe what exists. Debt is recorded
against M8 (scenario editor UX) and M9 (export of the audit trail).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PWU4gTfLYY6Qq9U7aa9Qw2
2026-09-05 07:01:50 -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
JesseMarkowitzandClaude Opus 5 279a871a77 Planning: add the M4 implementation review report and rotate M3's
Reporting pass only. No application code, no test, and no product
requirement changes.

Result: PASS WITH CORRECTIVE WORK REQUIRED.

M4's Definition of Done is met and demonstrated at the API level, including
across a real two-process restart. The load-bearing constraint holds under
inspection rather than assertion: the only head-field assignment M4 added
anywhere in the backend is one line in head.py, and an exhaustive grep of the
diff finds no second mechanism that forks, prunes memories, reconstructs
state, filters the transcript or recomputes Redo.

Three corrective items, all M4's own, none in the head model:

- GET /checkpoints is an N+1 fetching whole Action rows including prose --
  measured at 53 SELECTs for 25 Save Points against 4 for the branch panel,
  in a codebase that keeps test_egress.py for this exact class of mistake;
- deleting a branch silently deletes Save Points naming it, and the branch
  panel's confirmation does not say so. M4 added the consequence to an
  existing destructive action without updating its warning;
- the shipped D11/L03 tests restart a client, not a process, so the suite is
  weaker than the acceptance items it is named for. Both pass here only
  because the report re-ran them across a real process boundary by hand.

The browser smoke test is NOT PERFORMED, for M4 and still for M3. Firefox is
a snap that hangs past 90s on a trivial headless screenshot; there is no
Xvfb, no display, no driver library. Two consecutive milestones now carry an
unperformed browser requirement, which the report raises as a standing
acceptance risk rather than a defect in either milestone's code.

Evidence recorded: 680 backend tests pass (42 M4, 130 M3 invariants, 93
security/local-only), frontend lint and build clean, Docker build clean,
migration 80 verified against a representative pre-M4 database with both
cascades and zero possible orphans, and I04 verified through a real round
trip with branch ids remapped 1->3 and 2->4.

M4 is NOT accepted by this report, and M5 is NOT authorized. That decision
belongs to whoever reviews this.

Rotation: planning/reports/M3-IMPLEMENTATION-REPORT.md moves to
planning/archive/milestone-reports/ as a pure rename, contents unedited
(git reports 100% similarity, 0 insertions, 0 deletions). Six path
references in five active documents are updated because the path changed
and for no other reason -- no status claim, no wording change.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PWU4gTfLYY6Qq9U7aa9Qw2
2026-09-03 19:15:53 -04:00
JesseMarkowitzandClaude Opus 5 e08d49c3eb M4: add durable named Save Points
A Save Point is a name for a story position, and restoring one is head
movement. That is the whole architecture, and it is what ADR 012 and
BUILD-MILESTONES' note on M4 asked for: M3 made the head a stored
(branch, depth) and made arriving at one a row lookup plus a state restore,
so a Save Point needs no restore machinery of its own.

What the user gets:

- Name the moment they are reading, keep playing, restart the app, and come
  back to it. Restoring moves the story back and deletes nothing: the later
  turns stay, Redo still walks forward into them, and writing something
  different is what starts a new line while the old one is kept.
- Rename, delete, and a list, in a Save Points panel beside the branch panel,
  with a Save Point button next to Undo and Redo. Both confirmations say what
  is *not* destroyed, because that is the part the screen cannot show.
- Save Points survive export and import.

What was deliberately not built:

- No second restore path. `head.move_to_node` is the only new movement: its
  depth half is M3's `head.move_to` unchanged, and its branch half is the
  single assignment `switch_branch` already makes. No head field is written
  in the checkpoint router, nothing reconstructs state, nothing prunes a
  memory, nothing copies or deletes a turn, and restore never forks — the
  first write below the restored head does, through `fork_if_behind_head`.
- No automatic cleanup. A Save Point behind the head, or naming a line the
  story left, is doing its job (STORY-BRANCH-SEMANTICS §19). The one removal
  is a cascade: deleting a branch takes its Save Points, as it takes its
  memories, because the story they named went with it.
- No new ADR. ADR 012 already decides the architecture, and a table is not a
  decision.

The one call the planning package did not already make: restore moves the
branch half of the head only when the coordinate is off the path being read.
Doing it unconditionally would quietly hand back an abandoned continuation
whenever a Save Point in a shared prefix was restored; never doing it would
make a Save Point on a departed line unrestorable, which contradicts §19.
TECHNICAL-DESIGN §8.8 records it.

Schema: a `checkpoints` table holding a name, an optional note and a
(branch, depth) coordinate — no copy of any story. `create_all` builds it as
it did `memories` and `branches`; migration 80 adds the index. No backfill,
because nobody had named a position before M4.

The coordinate is deliberately not an action id: one coordinate holds every
attempt at a turn and exactly one is live, so a coordinate follows a retry
where a row id would pin a take the story no longer tells.

Tests: 680 pass (638 before). 42 new in tests/test_save_points.py covering
D11-D14, I04, L03, E-series lineage and memory isolation after restore and
divergence, the edge cases, and an M3-database migration. One pre-existing
fixture in test_tree_migration.py needed `checkpoints` added to its drop
list — SQLite refuses to drop a table another table references.

Not verified: the browser. No session has had a usable one, so the Save
Point panel's DOM behaviour is unobserved — as M3's Redo control still is.
The twenty-step sequence was driven over HTTP against a live server with a
real process restart instead, and all seventeen checks pass. M4 is
implemented, not accepted: no review has been written.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PWU4gTfLYY6Qq9U7aa9Qw2
2026-09-03 18:48:54 -04:00
JesseMarkowitzandClaude Opus 5 3c8e91f644 Docs: correct post-M3 status and Ollama configuration
Three stale claims found in active documentation after the post-M3
consolidation:

- BUILD-MILESTONES.md still opened "M1 and M2 complete; M3 next", which
  contradicted its own M3 "Status: COMPLETE" block, planning/README.md and
  VERSION.md. It now states M1, M2 and M3 complete and accepted, M4 next.
- DEVELOPMENT.md described the settings row as "endpoint, model and (unused)
  API key" and sent "api_key":"" in its curl example. M2 removed the field;
  schemas.SettingsUpdate has no api_key. The prose and the example now match
  the real request shape. No application code was changed.
- README.md listed LM Studio as a supported local endpoint. ADR 002 and ADR 011
  make Ollama the only v1 backend; LM Studio is a rejected alternative there.
  The row is removed and the surrounding wording now says Ollama is the
  supported backend, same-host is the default, trusted-LAN Ollama is supported,
  public/cloud is prohibited, and the OpenAI-compatible adapter is an
  implementation detail rather than a support promise. The claude_shim section
  stays, relabelled "(development only)".

Documentation only; no code, schema or test changes.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PWU4gTfLYY6Qq9U7aa9Qw2
2026-09-03 16:39:29 -04:00
JesseMarkowitzandClaude Opus 5 d27ee34901 Docs: consolidate active planning and archive historical material
The planning package had grown to where a new agent could not tell what was
authoritative. Phase 0 execution prompts sat beside the specification; four
completed milestone reports sat beside the current one; and upstream AI-DnD's
own `plan/` build log and `docs/` project site still described a hosted,
scripted, multi-user product with accounts — every screenshot in it showed a
Scripts tab and a Sign up button, none of which has existed since M2.

`planning/archive/` now holds the history and says so in its own README:
`phase0/` for the research that chose AI-DnD, `milestone-reports/` for M1 and
M2, `decisions/` for ADR 008, the Phase-0-before-build gate Phase 0 satisfied.
`planning/reports/` holds only the current milestone's report, because that is
the one M4 planning has to read; it moves to the archive when M4's replaces it.

Deleted rather than archived: the Phase 0B execution prompts and the
handoff/status/summary documents, the Phase 0A discovery and triage reports,
upstream's `plan/` and `docs/` trees, and `frontend/README.md`, which was Vite's
template boilerplate. All of it is in Git history, and the two recommendation
reports carry every conclusion the deleted research reached.

Archived documents are kept verbatim. Paths written inside them point at where
those files were when the document was written, which is the point: an evidence
record that has been quietly edited is no longer evidence.

Active documentation is corrected where it pointed at the removed trees or
described removed capability as present. `DEVELOPMENT.md`'s "things M1 did not
touch" list had gone stale at M2 and claimed QuickJS scripting was still tested;
its test count was 604 against an actual 638. `README.md` loses the upstream CI
badge, which reported upstream's pipeline rather than this fork's, and a
reference to `backend/app/worldstate/engine.py`, a file that does not exist.
`planning/README.md` is rewritten as the documentation index.

New: `planning/PROJECT-SOURCES.md` and `planning/project-sources.txt`, the
manifest of what belongs in the ChatGPT project's Sources.

Source comments referring to the deleted trees are reworded; no behaviour
changes. 638 backend tests pass, frontend lints and builds, and a reference scan
over all 48 tracked Markdown files reports no unresolved path in active
documentation.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NCbwH7yLGKsj1rhXXzKSCu
2026-09-03 14:33:07 -04:00
JesseMarkowitzandClaude Opus 5 c8755c21c2 Planning: close M3 and record active-head architecture
M3's review recommended planning changes and, following the M2 pattern,
reported rather than applied them. This applies them, and adds the ADR the
review asked for.

ADR 012 records the architecture rather than the requirement. ADR 005
already says that going backward must preserve abandoned history and that
the user sees Undo/Redo/Retry rather than branch management; it names a
movable active head as the direction and stops. What M3 settled is the
shape: the head is stored rather than derived, every read of the story is
capped at it in one place, one mechanism moves it, the state of a position
comes off the node rather than from a replay, the first write below a
moved-back head is the divergence, and whether Redo exists is decided by
the lineage rather than by a flag that could be stale. The last of those
is the property worth keeping — a flag can be wrong and make the story
wrong; a lineage cannot.

Two semantics are ratified in STORY-BRANCH-SEMANTICS.md, both of them
reversals or narrowings that a reader would otherwise take for bugs. Undo
now crosses fork points and continues to the campaign opening, because
refusing at the fork was a consequence of deleting rows the parent line
was also reading, and nothing is deleted any more. And the system refuses
to switch which take is live while a later story is off screen, because
doing it quietly would leave retained history continuing from words the
story no longer says.

A new §14A covers editing in place. §14-15 describe the finished
behaviour — the edit becomes authoritative, the state it implies is
re-evaluated, a new continuation is created, the original is retained —
and that requirement is intact and explicitly not weakened here. It is
also not built, because re-evaluating state from prose a user typed needs
M5's extraction pass. §14A says what exists in the meantime and why
refusing is the minimum that holds the invariant rather than the
destination.

TECHNICAL-DESIGN.md gains §8.7 and §9.1, recording the implemented model
and the bundle behaviour as fact in the way §5.2 records M1 and M2. §10.4
gains a constraint that is easy to lose: the snapshot half of the hybrid
state model is a requirement, not an optimization. Head movement is a row
lookup plus a restore, which is why Undo, Redo and Save Point restore cost
the same at any distance into a campaign; a state model recoverable only
by replaying from the opening would make all three proportional to
campaign length, on exactly the long campaigns this product is for.

DATA-MODEL.md records the head as stored on the campaign rather than
derived from its newest turn — two campaigns holding identical turns can
be read at different places, and nothing about the turns can tell them
apart — and the branch disposition as implemented: the depth a divergent
write left the branch at, deliberately advisory, and carried through
export because every row of an abandoned line is exported either way.

BUILD-MILESTONES.md marks M3 complete and states the one condition still
open. M4 is told a Save Point is a durable pointer and that restoring one
is head movement with a bounds check, not a restore system: a second
mover is the specific failure to avoid, because the two paths would
silently disagree about what restore means. M5 gets three constraints —
keep state efficiently recoverable, move the test instrumentation rather
than the assertions when the world-state protocol goes, and finish the
narrator edit §14A defers.

V1-ACCEPTANCE-TESTS.md clarifies ownership without lowering a bar. D10
keeps all three pass conditions and is explicitly recorded as *not*
satisfied at the end of M3; what changed is that the document now says
which milestone delivers which condition. D03's result is recorded as a
full pass rather than the partial the text allowed for, I07 gains the
pre-M3 bundle clause, and L01 gains the note that resolves its apparent
conflict with A05 — a failed turn does advance the head by one, onto the
player's retained input, and that is A05 working rather than L01 failing.

README.md described a different application: a hosted demo, guest
accounts, cloud providers, Postgres, a Render blueprint, an analytics
dashboard, a QuickJS scripting engine, and 549 tests. M2 removed all of
that and the README was never updated — a gap M2's own debt table missed.
It now describes what this fork is, including the endpoint policy and the
TLS behaviour, and the numbers in it are the current ones.

M3's report is included here as its own evidence record: no separate
baseline report was produced, so it carries the raw counts and runtime
observations as well as the review, and §W records this closeout.

SPECIFICATION.md and SECURITY-THREAT-MODEL.md are unchanged. M3 altered no
product requirement and touched no path in the threat model.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QF5TcoB86QADgjHz1GZe8u
2026-09-03 13:54:44 -04:00
JesseMarkowitzandClaude Opus 5 2fdd2547f0 Planning: record M2 closeout decisions
M2's review reported six planning recommendations rather than applying them,
three marked before M3. All six are applied here, plus three additions drawn
from the same evidence. No implementation file is touched.

The endpoint policy was the gap that mattered. It is the most consequential
setting in the application — the storyteller sends the player's prose, the
context, the memories and the embedding inputs to whatever address it names —
and it existed only as a module docstring. It is now ADR 011 and a new §10A in
the threat model, which also retires the assumption in §71A that the inherited
guard was a starting point. It was not: AI-DnD's SSRF guard blocked private
addresses to stop a hosted server reaching its own internal network, which is
the exact opposite of what a local storyteller needs. It was removed, not
adapted.

Both documents state the rule as implemented — an allowlist of explicit
local-network CIDRs, every resolved address checked, enforced on save and again
before every outbound request, TLS never traded against it — and both state the
two residual limits plainly rather than implying they are covered: a hostile
host already on the trusted LAN is inside the permitted boundary, and a
rebinding interval exists between the policy's resolution and the client's
connection. Accepted risks, not M3 work.

The CIDRs are spelled out rather than derived from is_private/is_reserved, and
the ADR records why: is_private is true of the documentation ranges and
0.0.0.0/8, and is_reserved is true of IPv6 loopback, so a rule built on it
refuses an ordinary same-host Ollama on [::1].

TECHNICAL-DESIGN §5.1 items 3 and 4 are marked done, closing all five hardening
items. A new §5.2 records the M1/M2 architecture as fact rather than intention,
so later milestones inherit what the code does. A new §18.1 carries the lesson
of M2's two regressions: when removing a setting, test a real consumer
construction path; when adding one, prove it reaches the component that uses
it. Both defects hid behind a green suite because the tests at that boundary
were mocks.

BUILD-MILESTONES records M2 complete, with the capabilities later milestones
inherit and the debt carried forward. Two notes go to milestones that would
otherwise misread what M2 left them. M5 is told that eight rollback tests now
use the world-state engine as instrumentation and not as endorsement — the
instrumentation moves when the protocol does, and those tests are reworked
rather than deleted. M6 is told that the memory bank died silently under a
green suite, so background failure must be observable and at least one real
provider-construction path must be tested.

The security contract gains what M2 demonstrated. H10 now names the two
conditions that were defects during M2: a wildcard origin must be refused at
startup, and an unknown /api path must 404 rather than returning the SPA with
200. New H12 covers endpoint enforcement, and its fourth pass condition is the
one that matters — a public endpoint written into the database behind the
settings API must still be refused at the wire. A build passing the first three
and failing that one has configuration validation only.

SPECIFICATION.md is deliberately unchanged. M2 altered no product requirement;
it removed capability the specification never asked for.

The two M2 reports gain appended closeout notes rather than edits. Their
original wording about an uncommitted working tree was true when written, and
the note records what happened afterwards: the six-file correction is 8652fe7,
8c65ae9 remains the implementation commit, and the two were never squashed.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HsZBU8sWRuYTyLgWsu2oQ6
2026-09-03 01:52:03 -04:00
JesseMarkowitz 1a28a9a708 Apply post-M1 corrections to the planning package 2026-09-02 06:03:10 -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