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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
JesseMarkowitzandClaude Opus 5 8652fe7cd8 M2 review: two regressions the green suite hid, and the reports
The post-implementation review of M2, plus the three corrections it took
to make the evidence true. Reports:

  planning/reports/M2-BASELINE-REPORT.md        868 lines, the measurements
  planning/reports/M2-IMPLEMENTATION-REPORT.md  758 lines, the reading of them

Verdict is PASS, accept with non-blocking debt, proceed to M3. Every M2
requirement is met and the ones that matter were tested by running the
build rather than reading it: a cloud endpoint written straight into
SQLite with sqlite3, behind the API's back, still refused at the wire;
trusted-LAN HTTPS against the real second machine with verification on;
captures showing zero packets outside loopback and the approved host.

Three defects, all found by running the shipped image.

The memory bank was dead. M2 removed Settings.api_key_plain with the API
key, and memorybank's two provider factories still read it. It failed
inside a fire-and-forget task, so no user error, no log anyone would
read, and no test — every memory test stubs those factories. All 604
tests passed with summaries and embeddings silently not happening.

The configurable model timeout never reached the turn engine. Stored,
validated, exposed in the API, rendered in the UI, and not passed to the
provider. M2's own exit criterion was half met: the constant had moved
but the setting did nothing.

And requirements.lock still pinned quickjs, psycopg and cryptography, so
the setup path DEVELOPMENT.md gives a new developer would have
reinstalled all three.

Both code defects now have the test that would have caught them: one
constructs every provider factory from a real Settings row, one drives
the turn endpoint, the chat endpoint and the summariser and asserts the
configured timeout arrives at each. That is the lesson worth keeping from
this milestone — after removing an attribute, build each consumer from a
real object; after adding a setting, prove it lands. Both failures were
in background or plumbing paths, which is exactly where a subtractive
change cannot see itself.

606 tests pass, up from 604. Lint, build and image are clean. Every
runtime result in the baseline report came from an image built after
these fixes; the reports say plainly that commit 8c65ae9 itself does not
contain them.

Also recorded: 88 test node IDs disappeared and every one is accounted
for — 64 whole files whose subject was removed, 5 replaced by a better
file, 15 individually retired with their features, and 4 renames. No
meaningful coverage was lost, and the eight files that used a JavaScript
counter as instrumentation kept their assertions by moving the counter to
the world-state engine.

Six planning recommendations are reported, not applied. Three are marked
before M3: the threat model still describes the inherited SSRF guard's
opposite rule, TECHNICAL-DESIGN §5.1 still marks two hardening items
open, and the endpoint policy is a load-bearing security decision that
exists only as a module docstring and deserves an ADR.

M3 is clear to start. Its chokepoints are untouched or simplified — the
rollback paths now carry one shared state instead of two — and the Phase
0B undo/redo spike still applies. No M3 work here: Undo still deletes and
there is still no Redo.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017foPNqFjAJa2Ngebf5mEfL
2026-09-02 15:07:33 -04:00
JesseMarkowitz 645f07f06d Add the M1 implementation review report 2026-09-02 05:27:47 -04:00
JesseMarkowitzandClaude Opus 5 c1a73b3d77 M1: make the first story turn work with no Internet
Phase 0B ran the upstream application on a network with no route out and
the first turn died in tiktoken, which downloads its BPE table the first
time anything counts a token. The browser separately fetched three font
families from Google on every page load. Neither is visible on a machine
that has been online once, which is why both now have tests.

The tokenizer table is vendored at
backend/app/context/vendor/cl100k_base.tiktoken and
backend/app/context/encoding.py builds the encoding from it directly,
verifying its SHA-256 against the digest tiktoken itself pins for that
URL. No code path in the tokenizer can reach the network any more —
not a warm cache, not an environment variable a deployment could forget.
The encoding was checked token for token against tiktoken's own.

The three font families are self-hosted as variable fonts under
frontend/public/fonts/ (343 KiB, Latin and Latin Extended), declared in
frontend/src/styles/fonts.css, and re-vendored by
frontend/tools/vendor_fonts.py. Their OFL licences ship beside them.
With no remote asset left, the CSP drops both Google hosts and gains
object-src, base-uri and form-action; woff2 also gets its real media
type, which Python's table lacks on a slim image.

A trusted-LAN Ollama turned out not to work at all over HTTPS. httpx
verifies against the certifi bundle, so an endpoint whose certificate
comes from a CA the user installed on their own machines — a StartOS
server's Ollama, for one — was refused with CERTIFICATE_VERIFY_FAILED
while curl and the browser on the same host accepted it.
app/tlstrust.py builds one context that unions the platform CA store
with certifi's, and all four outbound clients use it. A union rather
than a swap, so an image with an empty system store cannot start failing
on endpoints that worked before. Verification itself is untouched:
CERT_REQUIRED, hostname checking on, and no insecure escape hatch.

The storyteller listener is now loopback by explicit statement rather
than by inheriting uvicorn's default: start.sh, start.ps1, and
docker-compose.yml, which publishes to 127.0.0.1 rather than every
interface. Reaching an Ollama on another machine is outbound and needs
none of that inbound exposure.

backend/requirements.lock pins the exact tested closure;
requirements.txt keeps the ranges. DEVELOPMENT.md covers setup, the
same-host and trusted-LAN Ollama configurations, and how to re-run the
offline proof. PROVENANCE.md records the upstream commit, the MIT terms,
and both vendored assets.

Verified, not just compiled. On an --internal Docker network with
1.1.1.1 unreachable and no name resolving, a campaign was created and
played for six turns through same-host Ollama, restarted, and resumed.
A second run played ten turns through Ollama on a separate physical
machine on the LAN over verified HTTPS, summaries and embeddings
included, with the storyteller's default route deleted so the LAN was
reachable and the Internet was not. Its capture: 893 packets to the
approved host, 730 loopback, zero anywhere else, and zero DNS queries.
Two induced model failures left the accepted story bit-identical. The
inherited SPA was opened in a browser and a campaign read back from it.
Evidence is in planning/reports/M1-BASELINE-REPORT.md, along with the
findings that did not belong in this change.

648 backend tests pass, up from the inherited 632; frontend lint and
build are clean; the image builds. No M2 work is included: the hosted,
cloud, analytics, Postgres and scripting surfaces are untouched.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017foPNqFjAJa2Ngebf5mEfL
2026-09-02 02:40:28 -04:00
JesseMarkowitz 717670afe0 Update planning package after Phase 0B 2026-09-01 20:41:23 -04:00
JesseMarkowitzandClaude Opus 5 ba737de9b4 Add Phase 0B local validation findings and recommendation
Validates the three finalists by clone, build, test run and live local
Ollama inference, then answers the fork question with measurements rather
than static review.

Recommendation: fork AI-DnD, confidence high. The Phase 0A call holds, but
it was wrong that AI-DnD's undo is non-destructive — retry preserves the
replaced take, undo hard-deletes it. A follow-up spike fixed that in 3
files (+130/-31): undo now moves a head cursor, redo round-trips, writing
below a moved-back head forks and keeps the abandoned line, branch-scoped
memory isolation survives, suite 627/632 with all 5 failures asserting the
deleted-row behaviour that was replaced.

Findings that change the plan:
- AI-DnD cannot take a turn air-gapped as shipped; tiktoken fetches its
  encoding from a CDN. Proven on an internal Docker network, proven fixed
  by vendoring the file.
- ai-adventure needs zero code for Ollama — two config lines — and its
  turn/head/checkpoint schema is the target model to build to.
- Open Dungeon has zero automated tests and a positional summary
  watermark, making its branch retrofit larger than Phase 0A costed.
- The world-state referee takes relative deltas; a 3B model sent absolute
  values under full context, so a wounded player ended at full health.
  Validation cannot catch this, so prefer ai-adventure's typed-event
  vocabulary when generalising narrative state.
- Export/import recomputes head depth, so a round-trip silently undoes an
  undo. Must be fixed alongside the undo work.

Docs only; no production code. Working tree from the runs stays untracked
under phase0b/.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015gUPLuxLs8wypxZPEmccJu
2026-09-01 16:11:38 -04:00
JesseMarkowitz f011362494 Add initial planning files from ChatGPT research here 2026-09-01 12:09:38 -04:00