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
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454 lines
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Markdown
# Planning Package Version
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- **Package:** Adventure Storyteller Planning Package v3.0
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- **Revision date:** 2026-09-06
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- **Status:** Phase 0 complete; architecture selected; **Milestones M1-M7 implemented and accepted**; M8 is next to brief.
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## v3.0 — M7 Closeout (2026-09-06)
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M7 is complete. Two items the corrective pass had left open are resolved.
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**The embedding-model calibration boundary.** `SEMANTIC_FLOOR = 0.58` was
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measured against `nomic-embed-text`, and the corrective pass documented only the
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safe half of that: a model scoring everything lower degrades to lexical-only. A
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model scoring unrelated material *higher* would have recreated M7-F1 on a build
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whose tests all pass. Semantic admission is now **per model**: an uncalibrated
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model does not inherit the threshold, semantic retrieval is skipped for it with
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the reason reported, and the library degrades to lexical-only. Recorded in
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`TECHNICAL-DESIGN.md` §13.3 and `IMPORTED-KNOWLEDGE-DESIGN.md` §76.
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**The ambiguous `export/import 53/54`.** The 54th case was a false positive in
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the independent review's own harness — its "no filesystem path" assertion was a
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substring test that fired on `text/markdown`, a MIME type. Replaced with three
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precise checks; the suite is **56/56** and no product behaviour was involved.
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**What closeout changed in the active documents:**
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- `TECHNICAL-DESIGN.md` §13.3 — **new.** A similarity threshold is a property of
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the model, the two ways a different model breaks it are not symmetric, and the
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product refuses to apply a threshold to a model it has not measured.
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- `IMPORTED-KNOWLEDGE-DESIGN.md` §76 — the same, in the design's own terms:
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§25's local-Ollama embedding stands; what is added is that a *threshold* must
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be measured before it is trusted.
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- `BUILD-MILESTONES.md` M7 — marked COMPLETE, with the capabilities later
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milestones inherit and the debt carried forward, including that calibrating
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further embedding models is a measurement rather than a guess.
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- `V1-ACCEPTANCE-TESTS.md` — the M7 results promoted from implementation-pass
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evidence to reviewed results.
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## v2.9 — M7 Independent Review and Corrective Pass (2026-09-06)
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The review returned *PASS WITH CORRECTIVE WORK REQUIRED*. It closed the five
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acceptance conditions the implementation had flagged as unmeasured — C05, G06,
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G07, G10 and hidden Canon, all exercised against a real narrator and all
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passing — and found two blocking defects, both now corrected.
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**M7-F1 — imported knowledge was injected regardless of relevance.** Relevance
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was decided by a floor expressed as a share of the best candidate, which the
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best clears by construction. A query about tide tables and container tonnage
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retrieved all five sources of a fantasy campaign, narrator-only hidden Canon
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among them. Corrected by separating relevance **admission** from **ranking**.
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**M7-F2 — the retrieval suite could not detect it.** Its stub scored unrelated
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text an order of magnitude lower than the real model, so the broken gate passed.
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Corrected with a stub that has the real model's similarity floor, plus a test
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that fails if the floor is removed and one that shows the superseded rule still
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being fooled. The new suite fails 13/18 against the pre-corrective code.
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**What the corrective pass forced into the active documents:**
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- `TECHNICAL-DESIGN.md` §13.2 — **new.** Relevance admission is a separate stage
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from ranking, and the general rule behind it: a relevance decision must rest on
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a signal meaningful on its own, because normalization answers "which of these
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is best" and can never answer "is any of these any good". A pipeline that ranks
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first and cuts second has no way to return nothing.
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- `TECHNICAL-DESIGN.md` §13.1 — the pipeline diagram gains the admission stage.
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- `IMPORTED-KNOWLEDGE-DESIGN.md` §76 — retrieval corrected: admission before
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authority, and the plain statement that **retrieval may return nothing**,
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which is what §30 means when every source is irrelevant.
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- `BUILD-MILESTONES.md` M7 § Status — both findings, their corrections, and the
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model-specific calibration recorded as carried debt.
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Three non-blocking findings were folded in: a relevance constant that could
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never fire was removed rather than re-tuned; the acceptance tests moved to the
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standard `TEST-CAMPAIGN-FIXTURE.md` §12 files so G07's trap is finally
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exercised; and Unicode format characters are stripped from displayed filenames.
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A pre-existing M5 narrator-protocol issue was recorded and deliberately left
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with M5.
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## v2.8 — M7 Implementation Pass (2026-09-06)
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**Not a closeout.** M7 is implemented, not accepted, and this revision records
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what the implementation pass built and measured so that an independent review
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has something to verify against. No milestone report was written: the
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convention this package follows puts the report in `reports/` and has the
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*reviewer* write it, treating the build summary as claims to check.
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**M7 — First-Class Imported Knowledge Library.** A campaign can import local
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`.txt` and `.md` files as Canon, Reference or Inspiration; retrieval is hybrid
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(SQLite FTS5 plus local Ollama embeddings), reranked by relevance × class,
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bounded by its own token budget, framed in the prompt as untrusted data with the
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authority order stated in words, and fully traceable in the Insights panel. It is
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a separate subsystem: AI-DnD's Story Cards were not promoted into it and are
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untouched.
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**What implementation forced into the active documents:**
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- `TECHNICAL-DESIGN.md` §13.1 — **new.** The implemented pipeline, and four
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decisions that each replaced an obvious wrong one: the class multiplies
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relevance rather than adding to it; both retrieval scores are normalized per
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query against the best of their own path; the relevance floor is therefore
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relative rather than absolute; and lexical retrieval is a production path
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rather than a fallback.
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- `DATA-MODEL.md` §24A — **new.** The three tables and the FTS5 virtual table,
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and the line between what the reader gave the campaign and what the machine
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derived from it. Only a source's content and its classification are not
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derivable.
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- `DATA-MODEL.md` §25 — the retrieval record is **not** a table. It lives in the
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turn's own context snapshot and carries the *rendered text*, because a table of
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foreign keys would turn every historical turn's evidence into dangling
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references the moment a source were deleted.
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- `DATA-MODEL.md` §29 — what the bundle carries for imported knowledge, and why
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passages, index rows and vectors are rebuilt rather than exported.
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- `CONTEXT-AND-MEMORY.md` §29, §41-42, §46 — the knowledge budget as implemented
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(a protected cap for always-included Canon, a share of the rest filled in
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authority order), always-include as a Canon-only mechanism, and hidden Canon as
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prompt discipline rather than as filtering.
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- `IMPORTED-KNOWLEDGE-DESIGN.md` §76 — **new.** Where this document offered
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options, which was chosen and why; and, named rather than left to be
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discovered, the six things it contemplates that M7 does **not** implement —
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entity linking, tags, manual priority, scene pinning, Canon-versus-Canon
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conflict detection, and source versioning.
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- `V1-ACCEPTANCE-TESTS.md` — results for G01-G10, C05, F05, F06, I05 and
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H06-H09, marked as implementation-pass evidence rather than review findings.
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F05 and F06 move from *PARTIAL / PASS for story memory* to complete. H09 is
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recorded NOT APPLICABLE with a test that fails if an archive extractor is ever
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added to this surface. **C05 is recorded as a pass on the assembled prompt
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with the gap stated**: no real narrator generation was run against it.
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- `BUILD-MILESTONES.md` M7 § Status — **new.** What was built beyond the scope
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list, and the debt carried forward, deliberately.
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**One runtime dependency was added**: `python-multipart`, Starlette's multipart
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parser. It is what makes the upload surface possible, and the upload surface is
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why no endpoint in the knowledge API accepts a filesystem path.
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## v2.7 — M5 and M6 Closeout (2026-09-06)
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Two milestones, and one lesson they share: an independent review found a real
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defect in each after the implementation reported success, and in both cases the
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defect was invisible to the tests the implementation had written for itself.
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**M5 — Genre-Neutral Authoritative Narrative State.** Accepted 2026-09-04. Its
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review returned *PASS WITH CORRECTIVE WORK REQUIRED*: editing a narrator turn
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rewound the campaign's live state while the head stayed at the tip, breaking the
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`transcript position == head == authoritative state` invariant. The corrective
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pass rebuilt narrator editing on the §§14-15 fork semantics. Recorded here late:
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M5's closeout did not add a package revision entry, and this one covers it.
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**M6 — Branch-Safe Context, Summaries, and Long-Term Story Memory.** Accepted
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2026-09-06. Sequence:
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1. **Implementation.** Summaries moved onto lineage-anchored rows; memory
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authority, provenance, an output reserve, and observable derived-work
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failure were added. Reported as passing, including E03.
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2. **Independent review — E03 still failed.** Summary *rows* were anchored, but
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generation was seeded from `adventures.story_summary`, a campaign-global
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column with no lineage. After a divergence the summariser was handed the
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abandoned line's prose and asked to update it, so the new summary carried
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abandoned content inside a correctly anchored row. The review also found F02
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passing by a single retrieval slot, two test defects, and a misleading
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derived-work status.
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3. **Corrective pass.** Generation is seeded from `summaries.current`;
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redundancy suppression was added before the retrieval cut; the test fixture
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no longer makes real network calls; the browser suite gained a scenario that
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regenerates a summary after divergence.
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**What the planning package learned from M6, recorded in the active documents:**
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- `CONTEXT-AND-MEMORY.md` §11 — lineage safety has two halves. Anchoring the
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output row is not enough; the *input* to the summarizer must be scoped by the
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same rule.
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- `V1-ACCEPTANCE-TESTS.md` E03 — a valid test must regenerate a summary after
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diverging. Checking only that the old row went ineligible passes while the
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defect is live.
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- `CONTEXT-AND-MEMORY.md` §20/§22 — what M6 implements (redundancy suppression
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between memories) is now distinguished from what it does not (importance,
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entity, recency and thread ranking; cross-layer duplication).
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## v2.6 — M4 Closeout (2026-09-03)
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M4 is **accepted**. Its review returned *PASS WITH CORRECTIVE WORK REQUIRED*; the
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corrective work is done, and the browser condition that M3 and M4 both carried is
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closed.
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**The three review findings, fixed:**
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- **B-1 — the Save Point list was an N+1.** It resolved each Save Point with its
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own query and loaded whole `Action` rows, narration included, to answer "does a
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row exist here". It is now one bulk two-column coordinate query plus one
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lineage computation: **53 SELECTs for 25 Save Points became 5**, and the count
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no longer grows with the list. Guarded by three tests, including one proving
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the coordinate is matched as a *pair* — an `IN`-list version would report a
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Save Point resolved because another branch has a live row at the same depth.
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- **B-2 — deleting a branch silently deleted its Save Points.** Fixed as a
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**behaviour** defect rather than a missing warning, because
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`STORY-BRANCH-SEMANTICS.md` §19 says a named checkpoint remains until
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explicitly deleted and §28 already required future cleanup to retain
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checkpoint-referenced paths. **A branch a Save Point names can no longer be
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deleted.** The request is refused with the offending Save Points named; the
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user deletes them explicitly, which deletes no story, and the branch then
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goes. Both delete controls disable and explain. Recorded as a new
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**§19.1**.
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- **B-3 — the D11/L03 automation never left one process.** A new module spawns
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real server processes, kills the first, and reads the campaign back with the
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second.
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**Also fixed (review §S C-5):** creating a Save Point now takes the campaign's
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turn lock, so "save where I am" cannot read a head a turn in flight is about to
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move. Rename and Delete deliberately do not take it, and a test pins that
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decision.
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**Real-browser verification — the first in this project.** A Firefox 154.0.1
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driven through geckodriver over the W3C WebDriver protocol exercised the rendered
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DOM for **both** milestones: **44/44 checks passed**, no console errors. It
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covered M3's Undo/Redo enable states, transcript movement, Retry and the take
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pager, and divergence retiring Redo; and M4's whole Save Point lifecycle
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including both confirmations and the new branch-delete warning. **The outstanding
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M3 browser condition is therefore closed as well.** No dependency was added to
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the repository: the WebDriver client for the run was written against stdlib HTTP.
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**Also corrected, found while fixing B-2:** `models.py`, `TECHNICAL-DESIGN.md`
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§8.8 and `DATA-MODEL.md` §8 all described the cascade as the durability rule.
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They now describe the refusal, and record that `checkpoints.branch_id`'s cascade
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survives as referential integrity that the application no longer reaches.
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**Documents corrected by this closeout:**
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- `V1-ACCEPTANCE-TESTS.md` records results for **D11-D14, I04, L03** and the
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E-series, and states that the browser-level condition is satisfied. **No pass
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condition was weakened** — and D11/L03 now note that the automation crosses a
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genuine OS process boundary, which is the standard later milestones should
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meet.
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- `DATA-MODEL.md` §8 records the coordinate as implemented, with the retry
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measurement that settles coordinate-versus-turn-id, and three decisions that
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were previously implicit: names are not unique, several Save Points may name
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one position, and the list is newest-created first.
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- `STORY-BRANCH-SEMANTICS.md` gains **§19.1** — a checkpoint protects the
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history it names. This is the only behavioural specification change in the
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closeout, and it strengthens §19 rather than weakening anything.
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- `BROWSER-UX-SPEC.md` §25 rules for the implemented vocabulary: **Moment N**,
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not *Turn N*, because the branch panel and tree overlay already count in
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moments. Vocabulary only; no behaviour changes.
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- `BUILD-MILESTONES.md` marks **M4 COMPLETE**, records the fixes and the browser
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result, and warns M5 that the instrumentation to move is now **55 tests**.
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- `README.md` records M1-M4 accepted and M5 as next to brief.
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- `PROJECT-SOURCES.md` and `project-sources.txt` point at the current report;
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`project-sources.txt` still named the archived M3 report and was corrected.
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**Report rotation** happened in the reporting pass that preceded this closeout:
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`M3-IMPLEMENTATION-REPORT.md` moved to `archive/milestone-reports/` as a pure
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rename, and `reports/` now holds M4's report, whose **§W** is this closeout's
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evidence record.
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**No new ADR.** ADR 012 already decides the architecture, and the corrective work
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forced no new architectural decision. `SPECIFICATION.md`,
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`STORY-BRANCH-SEMANTICS.md`, `SECURITY-THREAT-MODEL.md`, `CONTEXT-AND-MEMORY.md`,
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`IMPORTED-KNOWLEDGE-DESIGN.md` and ADRs 003, 005 and 012 are unchanged.
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**M5 readiness:** ready. Save Points store no state and no checkpoint code reads
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any, so M5 can change what a snapshot contains without touching what a Save Point
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is — provided it keeps state recoverable at a position without replay
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(`TECHNICAL-DESIGN.md` §10.4).
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## v2.5 — M4 Implementation (2026-09-03)
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M4 added durable named Save Points. This revision records only what the
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implementation established as fact; **no product requirement changed**, and the
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milestone is **not** marked accepted — its review has not been written.
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- `TECHNICAL-DESIGN.md` gains **§8.8** and **§9.2**: the Save Point as a name
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plus a coordinate holding no story, restore as head movement with a bounds
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check, the rule that the branch half of the head moves only when the
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coordinate is off the path being read, restore never forking, and the bundle
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carrying Save Points independently of the head.
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- `DATA-MODEL.md` **§8** records the pointer as implemented — `(branch, depth)`
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rather than a turn id, with the reason: one coordinate holds every attempt at
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a turn and exactly one is live, so a coordinate follows a retry where a row id
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would pin a superseded take. **§29** records the checkpoints in the export.
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- `BUILD-MILESTONES.md` **M4** gains a status block: what shipped, the one
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architectural decision the milestone had to make and why it needed no new ADR,
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the test count, and the outstanding browser condition.
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- `README.md` describes Save Points as a user-facing capability.
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**No ADR was created.** ADR 012 already decides the architecture M4 needed —
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restore reuses active-head movement — and a table is not a decision. The one
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question ADR 012 does not answer, whether restore moves the branch half of the
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head, is that same mechanism applied to a coordinate ADR 012 already defines;
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`TECHNICAL-DESIGN.md` §8.8 records the answer rather than a new ADR asserting it.
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`SPECIFICATION.md`, `SECURITY-THREAT-MODEL.md`, `STORY-BRANCH-SEMANTICS.md` and
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`V1-ACCEPTANCE-TESTS.md` are unchanged. M4 altered no product requirement, added
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no outbound path, and implemented the checkpoint semantics
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`STORY-BRANCH-SEMANTICS.md` §18-25 already specified rather than amending them.
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**The browser smoke test remains unperformed, now for both M3 and M4.** No
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session has had a usable browser. See `BUILD-MILESTONES.md` M3 and M4.
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## v2.4 — Documentation Consolidation (2026-09-03)
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No product requirement, architecture decision or milestone status changed in
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this revision. It reorganises the documentation so that a new coding agent can
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tell authoritative material from evidence at a glance.
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- `planning/archive/` is created and is **non-authoritative by declaration**
|
||
(`archive/README.md`). It holds `phase0/` — the research that chose AI-DnD —
|
||
`milestone-reports/` — the completed M1 and M2 reports — and `decisions/`,
|
||
which now holds ADR **008**, the Phase-0-before-build process gate that Phase 0
|
||
satisfied. ADR numbering continues from 012; 008 is not reused.
|
||
- `planning/reports/` now holds **only the current milestone's report**,
|
||
`M3-IMPLEMENTATION-REPORT.md`, because M4 planning has to consult it. It moves
|
||
to the archive when M4's report replaces it.
|
||
- The Phase 0B execution prompts and handoff/status/summary documents
|
||
(`CODEX-HANDOFF-NOTE.md`, `PHASE-0B-CODEX-BRIEF.md`,
|
||
`PHASE-0B-CODEX-HANDOFF.md`, `PLANNING-UPDATE-SUMMARY.md`) and the Phase 0A
|
||
discovery and triage reports were **deleted**: intermediate working documents
|
||
whose conclusions all reached the two recommendation reports, and which remain
|
||
in Git history.
|
||
- Upstream AI-DnD's inherited `plan/` build log and `docs/` project site
|
||
(guides, generated HTML, screenshots) were **deleted**. They documented a
|
||
hosted, scripted, multi-user product with accounts — every screenshot showed a
|
||
Scripts tab and a Sign up button — which M2 removed. Both trees remain in Git
|
||
history and in upstream.
|
||
- `README.md`, `DEVELOPMENT.md` and `PROVENANCE.md` are corrected where they
|
||
pointed at the removed trees or described removed capability as present.
|
||
`DEVELOPMENT.md`'s "things M1 did not touch" section had gone stale at M2 and
|
||
now says what is actually still inherited.
|
||
- `planning/README.md` is rewritten as **the documentation index**: current
|
||
milestone, the three-way active/ADR/archive split, the authority order,
|
||
reading order, where reports live, and what comes next. The milestone
|
||
correction tables are preserved unchanged.
|
||
- New: `planning/PROJECT-SOURCES.md` and `planning/project-sources.txt`, the
|
||
manifest of files to upload as ChatGPT Project Sources.
|
||
|
||
## v2.3 — Post-M3 Closeout (2026-09-03)
|
||
|
||
M3 replaced destructive Undo with a stored active head. Its review is
|
||
`archive/milestone-reports/M3-IMPLEMENTATION-REPORT.md`, which is also M3's primary evidence
|
||
record — no separate baseline report was produced — and whose §W records this
|
||
closeout.
|
||
|
||
In summary:
|
||
|
||
- the architecture is recorded as **ADR 012 — Active-Head Non-Destructive
|
||
History**: the head is stored rather than derived, every read of the story is
|
||
capped at it in one place, one mechanism moves it, state comes from the node
|
||
rather than from a replay, the first write below a moved-back head is the
|
||
divergence, and Redo is decided by the lineage rather than by a flag. ADR 005
|
||
is unchanged: it states the product requirement, and ADR 012 states the
|
||
architecture chosen to implement it,
|
||
- two history semantics are **ratified** in `STORY-BRANCH-SEMANTICS.md`: Undo
|
||
crosses fork points to the campaign opening (§5), and the system refuses to
|
||
switch which take is live while a later story is off screen (§10),
|
||
- a **new §14A** records the interim in-place-editing rule — refuse when story
|
||
descends from the turn and is not on screen — and states explicitly that
|
||
§14-15's full narrator-edit requirement stands and is completed in M5,
|
||
- `TECHNICAL-DESIGN.md` gains **§8.7** and **§9.1** recording the implemented
|
||
model and bundle behaviour as fact, and a constraint on §10.4: the snapshot
|
||
half of the hybrid state model is a requirement, because head movement must
|
||
not become proportional to campaign length,
|
||
- `DATA-MODEL.md` records the head as campaign-stored, the branch disposition as
|
||
implemented and deliberately advisory, and the export as carrying a chosen
|
||
position rather than a derived one,
|
||
- `BUILD-MILESTONES.md` marks **M3 complete**, states the one outstanding
|
||
condition (the browser smoke test), tells **M4** to reuse M3's head movement
|
||
rather than build a second restore path, and gives **M5** three constraints,
|
||
- `V1-ACCEPTANCE-TESTS.md` records D03's full pass, states **D10's milestone
|
||
ownership without weakening any pass condition**, adds I07's pre-M3 bundle
|
||
clause, and resolves the apparent L01/A05 conflict,
|
||
- `README.md` is corrected to describe the current local-only single-user
|
||
application rather than the upstream hosted one.
|
||
|
||
`SPECIFICATION.md` and `SECURITY-THREAT-MODEL.md` are unchanged: M3 altered no
|
||
product requirement and touched no path in the threat model.
|
||
|
||
## v2.2 — Post-M2 Closeout (2026-09-03)
|
||
|
||
M2 removed the hosted, cloud, account and scripting surface and added the
|
||
inference endpoint policy. Its review recommended six planning changes and
|
||
reported rather than applied them; all six are applied in this revision, listed
|
||
in `README.md` § *Post-M2 corrections applied*, with the evidence in
|
||
`archive/milestone-reports/M2-BASELINE-REPORT.md` and `archive/milestone-reports/M2-IMPLEMENTATION-REPORT.md`.
|
||
|
||
In summary:
|
||
|
||
- the **inference endpoint policy is recorded as implemented** — an address
|
||
allowlist of explicit local-network CIDRs, every resolved address checked,
|
||
enforced when settings are saved and again before every outbound request, with
|
||
TLS verification never traded against it (new **ADR 011**,
|
||
`SECURITY-THREAT-MODEL.md` §10A),
|
||
- its two **residual limits are stated rather than mitigated**: a hostile host
|
||
already on the trusted LAN, and the DNS-rebinding interval between the
|
||
policy's resolution and the client's connection,
|
||
- `TECHNICAL-DESIGN.md` §5.1 items 3 and 4 are **resolved**, and a new §5.2
|
||
records the M1/M2 production architecture as fact,
|
||
- a **wiring rule** is added (§18.1): removing a setting requires testing a real
|
||
consumer path, and adding one requires proving it reaches its component — M2
|
||
shipped two defects behind a 604-test green suite because the tests at that
|
||
boundary were mocks,
|
||
- `BUILD-MILESTONES.md` records **M2 complete**, warns M5 that eight rollback
|
||
tests use the world-state engine as instrumentation rather than as
|
||
architecture, and requires M6 to make background memory failure observable,
|
||
- the security acceptance contract is strengthened: **H10** now names the
|
||
wildcard-origin and `/api` 404 conditions, and new **H12** covers inference
|
||
endpoint enforcement including the database-edited-behind-the-API case.
|
||
|
||
`SPECIFICATION.md` is unchanged: M2 altered no product requirement. Nothing in
|
||
the architecture selected in v2 was reversed.
|
||
|
||
## v2.1 — Post-M1 Corrections (2026-09-02)
|
||
|
||
M1 implementation evidence contradicted or under-specified parts of v2. The
|
||
corrections are recorded in the documents themselves and listed in
|
||
`README.md` § *Post-M1 corrections applied*; the evidence behind them is in
|
||
`archive/milestone-reports/M1-BASELINE-REPORT.md` and `archive/milestone-reports/M1-IMPLEMENTATION-REPORT.md`.
|
||
|
||
In summary:
|
||
|
||
- a trusted-LAN Ollama may be **HTTPS with a privately issued certificate**;
|
||
clients verify against the operating system's CA store, with full certificate
|
||
and hostname verification and no bypass option (ADR 002,
|
||
`TECHNICAL-DESIGN.md` §5, A06),
|
||
- offline claims require a **fresh cache and no route out** to be evidence at
|
||
all, and vendored runtime artifacts should be integrity-verifiable
|
||
(ADR 004),
|
||
- A05's invariant is about **accepted** history; the user's submitted text is
|
||
deliberately retained on a failed turn,
|
||
- A06 requires a **real second machine and an HTTPS endpoint**; a plain-HTTP
|
||
LAN test is no longer sufficient evidence,
|
||
- the standard test environment records **CPU/GPU/RAM**, because cold model
|
||
load on a CPU-only host exceeded the inherited 120 s client timeout,
|
||
- `BUILD-MILESTONES.md` records M1 as complete and reframes M2's endpoint work
|
||
as **narrowing** an existing capability rather than inventing it,
|
||
- `SECURITY-THREAT-MODEL.md` §53 distinguishes **inbound** TLS (still deferred)
|
||
from **outbound** certificate verification (required, done in M1).
|
||
|
||
Nothing in the architecture selected in v2 was reversed.
|
||
|
||
## v2 — Post Phase 0B Revision (2026-09-01)
|
||
|
||
This v2 package supersedes the earlier planning package produced before the final Phase 0B review and the trusted-LAN Ollama deployment clarification.
|
||
|
||
Key v2 changes include:
|
||
|
||
- AI-DnD selected as the production base at the pinned Phase 0B commit.
|
||
- Non-destructive head-cursor Undo/Redo design selected.
|
||
- Explicit typed/absolute narrative-state events selected for production state handling.
|
||
- The authoritative narrative-state document — its shape, its authority/provenance fields, and the
|
||
event/document/snapshot split — recorded in ADR 013 after M5 implemented it.
|
||
- Imported knowledge separated from AI-DnD Story Cards.
|
||
- Trusted-LAN Ollama inference supported in v1 while the storyteller UI/API remains loopback-bound by default.
|
||
- Offline first-use dependencies and runtime remote assets identified as M1 hardening work.
|
||
- Production implementation divided into milestones M1-M11.
|
||
|
||
Historical Phase 0 prompts/reports are retained as evidence and should not be treated as current implementation instructions unless a current milestone prompt explicitly refers to them.
|