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interactive-story/planning/VERSION.md
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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

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Markdown

# Planning Package Version
- **Package:** Adventure Storyteller Planning Package v2.5
- **Revision date:** 2026-09-03
- **Status:** Phase 0 complete; architecture selected; **Milestones M1, M2 and M3 implemented and accepted**; **M4 implemented 2026-09-03 and awaiting review.**
## v2.5 — M4 Implementation (2026-09-03)
M4 added durable named Save Points. This revision records only what the
implementation established as fact; **no product requirement changed**, and the
milestone is **not** marked accepted — its review has not been written.
- `TECHNICAL-DESIGN.md` gains **§8.8** and **§9.2**: the Save Point as a name
plus a coordinate holding no story, restore as head movement with a bounds
check, the rule that the branch half of the head moves only when the
coordinate is off the path being read, restore never forking, and the bundle
carrying Save Points independently of the head.
- `DATA-MODEL.md` **§8** records the pointer as implemented — `(branch, depth)`
rather than a turn id, with the reason: 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 superseded take. **§29** records the checkpoints in the export.
- `BUILD-MILESTONES.md` **M4** gains a status block: what shipped, the one
architectural decision the milestone had to make and why it needed no new ADR,
the test count, and the outstanding browser condition.
- `README.md` describes Save Points as a user-facing capability.
**No ADR was created.** ADR 012 already decides the architecture M4 needed —
restore reuses active-head movement — and a table is not a decision. The one
question ADR 012 does not answer, whether restore moves the branch half of the
head, is that same mechanism applied to a coordinate ADR 012 already defines;
`TECHNICAL-DESIGN.md` §8.8 records the answer rather than a new ADR asserting it.
`SPECIFICATION.md`, `SECURITY-THREAT-MODEL.md`, `STORY-BRANCH-SEMANTICS.md` and
`V1-ACCEPTANCE-TESTS.md` are unchanged. M4 altered no product requirement, added
no outbound path, and implemented the checkpoint semantics
`STORY-BRANCH-SEMANTICS.md` §18-25 already specified rather than amending them.
**The browser smoke test remains unperformed, now for both M3 and M4.** No
session has had a usable browser. See `BUILD-MILESTONES.md` M3 and M4.
## v2.4 — Documentation Consolidation (2026-09-03)
No product requirement, architecture decision or milestone status changed in
this revision. It reorganises the documentation so that a new coding agent can
tell authoritative material from evidence at a glance.
- `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
`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.
- 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.