Add a roadmap and implementation plan to support reasoning_effort and extra_params in outbound requests

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2026-07-04 08:13:10 -05:00
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# Runtime Parameter Implementation Plan
This plan implements the target state in `docs/roadmap/params.md`.
Audience: LLM coding agents implementing the feature in order. Follow `docs/policy/architecture.md`, `docs/policy/development.md`, and `docs/policy/documentation.md` before changing code.
## Constraints
- Keep adapters thin. CLI and HTTP should capture caller intent and map it into domain request types; merge decisions belong in `internal/usecase`.
- Keep external decoding strict. Unknown YAML/JSON fields must continue to fail.
- Do not accept or emit raw API key values.
- Do not add dependencies unless there is a clear need. This feature should use the standard library plus existing dependencies.
- Do not expand the HTTP API surface beyond `POST /v1/runs`.
- Do not add provider-specific adapter packages.
- Keep each stage passing `go test ./...` before moving to the next stage.
## Stage 1: Presence-Aware Request Overrides
Goal: make per-request numeric execution overrides presence-aware while keeping resolved execution settings concrete.
### Domain Changes
1. In `internal/domain/domain.go`, add a request-only type:
```go
type ExecutionTargetOverride struct {
Endpoint string `json:"endpoint,omitempty"`
Model string `json:"model,omitempty"`
Temperature *float64 `json:"temperature,omitempty"`
MaxTokens *int `json:"max_tokens,omitempty"`
TopP *float64 `json:"top_p,omitempty"`
TimeoutSeconds *int `json:"timeout_seconds,omitempty"`
ServiceTier string `json:"service_tier,omitempty"`
ReasoningEffort string `json:"reasoning_effort,omitempty"`
APIKeyEnv string `json:"api_key_env,omitempty"`
ExtraParams map[string]any `json:"extra_params,omitempty"`
}
```
2. Change `domain.RunRequest.Execution` from `*ExecutionTarget` to `*ExecutionTargetOverride`.
3. Change `ExecutionProfile.ExtraParams` and `ExecutionTarget.ExtraParams` from `map[string]string` to `map[string]any`.
4. Keep `ExecutionTarget` concrete. It represents the resolved effective runtime target after defaults, profile, and request overrides are merged.
### Runner Changes
1. Update `internal/usecase/runner.go` so profile values still merge over built-in defaults and request overrides merge over that result.
2. Keep the existing concrete profile merge semantics for profile numeric fields.
3. Add a separate request override merge path that uses pointer presence:
- `nil` numeric pointer means omitted; preserve the current value.
- non-nil numeric pointer means explicit override, even when the value is `0`.
4. Validate request override numeric values before or during merge:
- `temperature`: `0 <= value <= 2`
- `max_tokens`: `value >= 0`
- `top_p`: `0 <= value <= 1`
- `timeout_seconds`: `value >= 0`
5. Preserve existing validation after merge:
- effective endpoint required
- effective model required
- `api_key_env`, when set, must name a non-empty environment variable
6. Preserve secret handling. The resolved API key value must never be stored in `PreparedRun`, `RunResult`, logs, or HTTP responses.
### CLI Changes
1. Update `internal/adapter/cli/run.go` request construction to build `domain.ExecutionTargetOverride`.
2. Use the existing `flagWasSet` booleans to populate numeric pointers only when the user provided the flag.
3. Required behavior:
- omitted `--temperature` preserves profile/default temperature;
- `--temperature 0` explicitly sets temperature to zero;
- omitted `--top-p` preserves profile/default top-p;
- `--top-p 0` explicitly sets top-p to zero;
- omitted `--max-tokens` preserves profile/default max tokens;
- `--max-tokens 0` explicitly sets max tokens to zero;
- omitted `--timeout` preserves profile/default timeout;
- `--timeout 0s` explicitly sets timeout seconds to zero.
4. Do not add new CLI flags in this stage.
### HTTP Changes
1. Update `internal/adapter/http/dto.go` so numeric model override fields are pointers:
- `Temperature *float64`
- `MaxTokens *int`
- `TopP *float64`
- `TimeoutSeconds *int`
2. Update DTO mapping in `internal/adapter/http/handler.go` to build `domain.ExecutionTargetOverride`.
3. Preserve strict JSON decoding and existing error mapping.
4. Required behavior:
- omitted numeric JSON fields preserve profile/default values;
- explicit numeric zero JSON fields override profile/default values.
### Tests
Add or update tests in:
- `internal/usecase/runner_test.go`
- `internal/adapter/cli/run_test.go`
- `internal/adapter/http/handler_test.go`
Required test coverage:
- Runner preserves profile value when request numeric override is omitted.
- Runner applies explicit zero request override for `temperature`.
- Runner applies explicit zero request override for `top_p`.
- Runner applies explicit zero request override for `max_tokens`.
- Runner applies explicit zero request override for `timeout_seconds`.
- Invalid request override ranges fail as invalid request errors.
- CLI `--temperature 0` reaches effective settings as zero.
- HTTP `"temperature": 0` reaches effective settings as zero.
- HTTP omitted `temperature` preserves profile/default value.
### Verification
Run:
```bash
go test ./...
```
## Stage 2: JSON-Compatible `extra_params`
Goal: allow provider-specific parameters to carry JSON-compatible values throughout profile, HTTP, prepared output, metadata, and LLM request construction.
### Domain And Loader Changes
1. Complete all compile fixes from changing `ExtraParams` to `map[string]any`.
2. Ensure `internal/profile/filesystem_repository.go` continues to decode profiles strictly while allowing nested JSON-compatible values under `extra_params`.
3. Add profile repository tests for `extra_params` containing:
- string
- number
- boolean
- nested object or array
4. Ensure formatter output remains deterministic:
- keep sorting `extra_params` keys in `internal/format/prepared_run.go`;
- render non-string values with stable JSON encoding in text output.
5. Preserve JSON formatter behavior through normal `encoding/json` output.
### HTTP Changes
1. Change HTTP model override `ExtraParams` to `map[string]any`.
2. Add handler tests proving HTTP accepts JSON-compatible `extra_params` values.
3. Preserve strict rejection of unknown fields and raw API-key payload fields.
### Verification
Run:
```bash
go test ./...
```
## Stage 3: Outbound Serialization
Goal: serialize `reasoning_effort` and `extra_params` to the OpenAI-compatible chat-completions request.
### LLM Adapter Changes
1. In `internal/llm/openai_compatible_client.go`, add first-class outbound support for `reasoning_effort`.
2. Add `extra_params` support by flattening `domain.ExecutionTarget.ExtraParams` into additional top-level JSON request fields.
3. Implement reserved-field collision checks before the HTTP request is made.
4. Reserved keys must include:
- `model`
- `session_id`
- `messages`
- `temperature`
- `max_tokens`
- `top_p`
- `service_tier`
- `reasoning_effort`
- `response_format`
5. Reject empty `extra_params` keys.
6. Ensure each `extra_params` value can be marshaled as JSON. If marshaling fails, return `ErrInvalidRequest` with context.
7. Keep existing request behavior unchanged when `reasoning_effort` and `extra_params` are unset.
### Recommended Implementation Shape
Use a custom marshal path for the outbound chat request rather than string manipulation.
One acceptable shape:
- Add `ReasoningEffort string` and `ExtraParams map[string]any` to the internal `openAIChatRequest`.
- Add a helper that converts `openAIChatRequest` into `map[string]any`, inserts first-class fields when set, then inserts `ExtraParams` after collision validation.
- Marshal that map with `encoding/json`.
Do not construct outbound JSON with manual string concatenation.
### Tests
Update `internal/llm/openai_compatible_client_test.go`.
Required test coverage:
- outbound JSON includes `reasoning_effort` when set;
- outbound JSON omits `reasoning_effort` when unset;
- outbound JSON includes string, number, boolean, object, and array `extra_params`;
- reserved `extra_params` keys fail before provider call;
- empty `extra_params` keys fail before provider call;
- existing message, cache-control, service-tier, response-format, and usage parsing tests continue to pass.
### Verification
Run:
```bash
go test ./...
```
## Stage 4: Documentation And Examples
Goal: move implemented behavior from roadmap to canonical docs after code is complete.
Update only after Stages 1 through 3 are implemented.
### Required Docs
Update:
- `docs/config.md`
- `docs/cli.md`
- `docs/integrations/http-api.md`
- `docs/integrations/openai-compatible-chat.md`
- `docs/internal/runner.md`
- `docs/internal/adapters.md`
Required documentation content:
- `reasoning_effort` is serialized outbound when set.
- `extra_params` serializes as provider-specific top-level outbound JSON fields.
- `extra_params` supports JSON-compatible values.
- reserved `extra_params` fields are rejected.
- per-request numeric overrides distinguish omitted values from explicit zero values.
- CLI explicit zero behavior for existing numeric flags.
- HTTP explicit zero behavior for model override numeric fields.
- no raw API-key values are accepted or emitted.
### Examples
Update examples only if needed to keep them accurate and runnable.
If adding an `extra_params` example, keep it secret-free and simple. Prefer a harmless provider-routing example over a vendor-specific feature that requires special credentials.
### Verification
Run:
```bash
go test ./...
go run ./cmd/scriptorium render \
--config ./examples/config.yml \
--prompt generic.markdown_summary \
--input transcript=./examples/fixtures/transcript.md \
--input glossary=./examples/fixtures/glossary.yml \
--format json
```
## Final Checks
Before considering the feature complete:
1. Confirm `git diff` contains only intended code, test, doc, and example changes.
2. Confirm all non-roadmap docs describe implemented behavior only.
3. Confirm no output path exposes raw API key values.
4. Confirm `go test ./...` passes.
5. Confirm the render smoke command passes.

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# Runtime Parameter Feature Roadmap
This roadmap defines the target behavior for runtime model parameters.
Current behavior has two limitations:
- `reasoning_effort` and `extra_params` are parsed into effective execution settings but are not serialized into outbound OpenAI-compatible chat-completions requests.
- Per-request numeric execution overrides use zero-value merge semantics, so callers cannot reliably override a profile value with an explicit zero such as `temperature: 0`.
The implementation plan for this feature lives in `docs/roadmap/implementation.md`.
## Target State
Scriptorium should preserve the existing separation between prompt definitions, execution profiles, and per-request execution overrides while making runtime parameter behavior explicit and predictable.
Expected end state:
- Effective execution settings remain visible in prepared-run output, run metadata, and HTTP metadata without exposing raw secret values.
- `reasoning_effort` is treated as a first-class effective execution setting and is serialized to the outbound OpenAI-compatible request when set.
- `extra_params` supports provider-specific OpenAI-compatible request fields.
- `extra_params` is serialized as additional top-level outbound JSON fields.
- `extra_params` values support JSON-compatible scalar, object, and array values.
- `extra_params` cannot override first-class outbound request fields.
- Per-request numeric overrides preserve caller intent, including explicit zero values.
- Omitted per-request numeric overrides continue to inherit the selected profile and built-in defaults.
- External decoding remains strict for config, prompt, profile, and HTTP request payloads.
## Policy Decisions
### `extra_params`
`extra_params` should serialize as additional top-level outbound JSON fields in the OpenAI-compatible chat-completions request.
Reasoning:
Most OpenAI-compatible providers expose vendor-specific chat-completions parameters as top-level fields. This keeps Scriptorium's adapter compatible with that ecosystem without adding first-class fields for every provider option.
`extra_params` must not silently override Scriptorium-owned fields. Reserved outbound fields include at least:
- `model`
- `session_id`
- `messages`
- `temperature`
- `max_tokens`
- `top_p`
- `service_tier`
- `reasoning_effort`
- `response_format`
If a caller supplies a reserved key through `extra_params`, Scriptorium should fail before making the outbound HTTP request.
`extra_params` should use JSON-compatible values rather than only strings.
Reasoning:
Provider-specific parameters commonly need booleans, numbers, objects, or arrays. String-only values would force awkward encoding and would likely require a later compatibility break.
### Presence-Aware Overrides
Per-request execution overrides should use a presence-aware type with pointer fields for optional numeric values.
Reasoning:
The resolved execution target should remain a concrete value used by prepared runs, generated requests, and metadata. Optionality matters at the request boundary, not after the runner has resolved the effective target.
This keeps adapter and merge logic precise while avoiding nil checks in formatter, metadata, and LLM serialization paths.
## Scope
In scope:
- Runtime merge behavior for per-request execution overrides.
- HTTP model override decoding for explicit zero numeric values.
- CLI execution override handling for explicit zero numeric flags.
- Outbound serialization of `reasoning_effort`.
- Outbound serialization of JSON-compatible `extra_params`.
- Tests and documentation for the changed implemented behavior.
Out of scope:
- Expanding the HTTP API beyond `POST /v1/runs`.
- Adding built-in HTTP authentication or authorization.
- Adding durable run state, run history, or multi-step orchestration.
- Adding broad provider-specific adapter packages.
- Adding new CLI flags for every provider-specific parameter.
## Acceptance Criteria
- A profile containing `reasoning_effort: medium` produces an outbound request with `reasoning_effort`.
- HTTP callers can pass `reasoning_effort` through the existing `model` override object and have it appear outbound.
- A profile or HTTP request containing JSON-compatible `extra_params` produces outbound top-level JSON fields according to the reserved-field policy.
- Reserved `extra_params` collisions fail before the outbound provider call.
- CLI callers can pass `--temperature 0` and observe `temperature: 0` in rendered/effective settings and outbound requests.
- HTTP callers can send `"temperature": 0` and observe the same behavior.
- Omitting `temperature` continues to preserve the selected profile/default value.
- Raw API key values remain unsupported in config, profiles, CLI flags, HTTP payloads, logs, and rendered output.