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notarius/docs/roadmap/implementation.md

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# Chunk Follow-Up Implementation Plan
This plan addresses review findings from the first `dnd/scenes` implementation.
It is written for an LLM coding agent that will implement each stage in order.
Before beginning any stage, review:
- `docs/policy/architecture.md`
- `docs/policy/development.md`
- `docs/policy/documentation.md`
- `docs/roadmap/chunk.md`
Do not move planned behavior into non-roadmap docs until the corresponding code
is implemented. Do not revert unrelated user changes.
## Goals
- Record chunker prompt and response-schema provenance in run manifests.
- Ensure downstream extractors receive canonical source units from the source
document, not chunker-mutated unit payloads.
- Prevent empty or whitespace-only scene caveats from becoming warnings.
## Stage 1: Run-Manifest Module Metadata
Goal: make non-lane module provenance auditable without adding
chunker-specific fields or D&D-specific framework behavior.
Design decision:
- Add a generic top-level run manifest metadata map for singleton pipeline
modules:
```go
ModuleMetadata map[string]map[string]any `json:"module_metadata,omitempty"`
```
- Use stable stage keys:
- `input`
- `chunker`
- `output`
- Keep existing artifact lane metadata under `ArtifactLaneManifest.Metadata`.
Do not move extractor, merger, normalizer, or validator metadata into the
top-level map in this stage.
- Record metadata only when a built module implements
`contracts.ManifestMetadataProvider` and returns non-empty metadata.
- Continue to reject raw prompts, raw response schemas, source text, provider
payloads, and secrets from manifest metadata by convention and tests.
Code changes:
- Add `ModuleMetadata` to `internal/core/artifacts.RunManifest`.
- Add a small helper in `internal/framework/pipeline/runner.go` to attach
top-level module metadata by stage key.
- After building the input adapter, chunker, and output encoder, call that
helper with keys `input`, `chunker`, and `output` respectively.
- Keep `setLaneManifestMetadata` for lane-owned modules. If practical, share
metadata cloning logic with the new helper.
- Ensure failed runs that already have a manifest also retain any metadata
collected before the failure.
Tests:
- Add pipeline runner tests proving top-level metadata is recorded for a fake
chunker that implements `ManifestMetadataProvider`.
- Add a test proving the existing lane metadata behavior remains unchanged.
- Add a CLI or output integration test proving a `dnd/scenes` run manifest
contains `module_metadata.chunker` with prompt/schema provenance.
- Add a negative assertion that raw prompt text, raw schema JSON, source text,
provider payloads, and API key-like fields are not present in the scene
chunker metadata.
Documentation:
- Update `docs/internal/pipeline.md` to describe top-level metadata for input,
chunker, and output modules, and lane metadata for lane modules.
- Update `docs/internal/modules.md` to say that `dnd/scenes` prompt/schema
provenance appears under `module_metadata.chunker`.
- Update `docs/integrations/json-output.md` and `docs/operations.md` if their
manifest descriptions need to mention `module_metadata`.
Validation:
```sh
go test ./internal/core/artifacts
go test ./internal/framework/pipeline
go test ./internal/cli
go test ./internal/modules/chunk/dnd/scenes
```
Stage completion criteria:
- `dnd/scenes` prompt/schema provenance is visible in durable
`manifest.json` and diagnostics `run-manifest.json`.
- Existing artifact lane metadata remains in the same JSON location as before.
## Stage 2: Canonical Source Units In Chunk Results
Goal: preserve the chunker boundary contract while ensuring extractors always
consume source document units, not rewritten units supplied by a chunker.
Design decision:
- Keep the chunker contract expressed in terms of `contracts.SourceChunk`.
- Continue validating chunk IDs, source IDs, indexes, unit membership, unit
uniqueness within each chunk, and source-ordering.
- After validation, canonicalize chunk units by replacing each returned
`SourceUnit` with a defensive copy of the matching source document unit.
- Preserve `SourceChunk.Metadata` as module-owned chunk metadata.
- Do not require full source coverage and do not reject overlap between chunks.
- Do not preserve chunker-mutated per-unit text, kind, or metadata. A chunker
that wants to add scene-level information must use `SourceChunk.Metadata`.
Code changes:
- Replace or extend `validateChunkResult` in
`internal/framework/pipeline/chunk_validation.go` so it returns canonical
chunks, for example:
```go
func validateAndCanonicalizeChunkResult(doc *source.SourceDocument, chunks []contracts.SourceChunk) ([]contracts.SourceChunk, error)
```
- Build a source-unit lookup from the validated source document.
- For each chunk:
- validate the existing generic invariants;
- copy chunk ID, source ID, index, and chunk metadata;
- replace the unit slice with cloned source units from the source document in
the returned boundary/order.
- Update the runner to use canonical chunks for all downstream extraction and
merge behavior.
- Ensure chunk metadata is cloned so later module or caller mutation cannot
affect runner state.
- Keep the implementation source-agnostic. Do not inspect transcript-specific
metadata keys.
Tests:
- Add a runner test where a fake chunker returns a valid unit ID with mutated
text, kind, and unit metadata. Assert the extractor receives the original
source document unit values.
- Add a runner test proving chunk metadata survives canonicalization and is not
aliased to the chunker-returned map.
- Keep existing tests for invalid chunk IDs, duplicate IDs, wrong source ID,
wrong index, empty units, repeated unit IDs, unknown unit IDs, out-of-order
units, partial coverage, and overlap.
- Add or update tests so generic chunking still behaves unchanged.
Documentation:
- Update internal chunk contract docs to state that source units in chunks are
canonicalized from the source document by ID before extractors run.
- Document that chunk metadata is the supported mechanism for passing
chunker-owned context to extractors.
Validation:
```sh
go test ./internal/framework/pipeline
go test ./internal/modules/chunk/generic
go test ./internal/modules/chunk/dnd/scenes
```
Stage completion criteria:
- Extractors cannot observe chunker-rewritten source-unit text, kind, or unit
metadata.
- Chunker-owned scene metadata still reaches extractors through
`SourceChunk.Metadata`.
## Stage 3: Scene Caveat Hygiene
Goal: ensure model caveats become useful warnings and never produce blank
warnings that can confuse operators or affect diagnostics retention.
Design decision:
- Require caveat strings to be non-empty after trimming.
- Treat whitespace-only caveats as malformed structured output rather than
silently dropping them. This is consistent with the `dnd/scenes` policy of
failing explicitly for malformed model output.
- Store warning messages as trimmed caveat text.
Code changes:
- Update `internal/modules/chunk/dnd/scenes/assets/schemas/dnd_scenes.v1.json`
so `boundary_caveats.items` has `minLength: 1`.
- Update `warningsFromCaveats` or response validation in
`internal/modules/chunk/dnd/scenes/chunker.go` to trim caveats and reject
empty results with a module-prefixed malformed-output error.
- Prefer validating caveats before constructing chunks so all malformed response
checks happen together.
Tests:
- Add schema tests proving `boundary_caveats` items require non-empty strings.
- Add chunker tests proving:
- caveat warning messages are trimmed;
- whitespace-only caveats fail explicitly;
- valid caveats still produce `scene_boundary_caveat` warnings.
- Keep existing warning tests passing.
Documentation:
- Update `docs/internal/modules.md` and `docs/troubleshooting.md` if needed to
mention that malformed caveats are treated as malformed structured output.
Validation:
```sh
go test ./internal/modules/chunk/dnd/scenes
go test ./internal/cli
```
Stage completion criteria:
- No blank warnings can be emitted from `dnd/scenes` boundary caveats.
- Valid caveats remain visible as warnings.
## Stage 4: Full Verification
Goal: verify the follow-up work across contracts, production wiring,
documentation, and the command entry point.
Run:
```sh
go test ./...
go vet ./...
go build ./cmd/notarius
```
Inspect or test representative output manifests:
- `manifest.json` includes `module_metadata.chunker` for a `dnd/scenes` run;
- `module_metadata.chunker` contains prompt and response-schema provenance;
- no raw prompt, raw schema, source text, provider payload, or secret appears in
module metadata;
- artifact lane metadata remains under `artifact_lanes[].metadata`;
- `warnings.json` contains trimmed scene caveats and no blank caveat warnings.
Stage completion criteria:
- Full validation commands pass.
- Current-behavior docs match implemented behavior.
- Any remaining planned or deferred behavior stays under `docs/roadmap/`.