# PLAN.md — ReaSampler milestone roadmap

Living milestone roadmap for ReaSampler. Derived from CONTEXT.md's 11-step build
order; CONTEXT.md remains the authoritative spec — this file is the tickable
checklist, not a re-statement of the spec. When a point lands, doc-keeper removes
it here and appends it to `COMPLETED.md`.

**Conventions**
- One checkbox `- [ ]` = one discrete, independently-landable point.
- Each milestone opens with a **Goal** (one line) and a **Verify** criterion
  (the acceptance gate; precision invariants pulled in where one applies).
- Verify-in-DAW points require a manual REAPER run; pure points are gated by CTest.
- "See CONTEXT.md §…" points at the authoritative detail — do not duplicate it here.

---

## Milestone 9 — slots (MPC-style)
**Goal:** "Capture to slot N" / "insert slot N", MIDI-bindable. CONTEXT.md
Build order 9.
**Verify (in DAW):** Slot capture and slot insert fire from MIDI bindings; slot
state persists via the index.

- [ ] Slot model + slot↔sample assignment.
- [ ] "Capture to slot N" / "insert slot N" actions, MIDI-bindable.

## Milestone 10 — provenance (re-capture from source)
**Goal:** Populate `Sample.provenance` (parent sample id + a capture-recipe
fingerprint) on resample-from-sample, and ship a **"re-capture from source"**
action that regenerates a sample from its recorded source. Reconciled with the
dual-canvas (Phase D2) model. CONTEXT.md §Data model, §capture; product framing +
the settled reconciliation in `docs/product/provenance.md`.
**Verify (in DAW):** A sample resampled from a bank sample carries its parent id +
recipe fingerprint; "re-capture from source" regenerates the file into the bank
(never auto-inserting into the timeline — load-bearing principle); re-capture with
an unchanged source + request is byte-identical to the original (bit-identical
repeats); non-destructive to source items/tracks.

> **Reshaped from the old "provenance + null-test verify" M10.** **Cut (fixed by
> Daniel):** the null-test verification *action* and the true-pre-FX-dry *mechanism*
> the old note required — both dropped, see `docs/product/provenance.md` §What was
> cut. **Kept:** provenance + re-capture. The `Sample.provenance` struct and its JSON
> round-trip **already exist** (M1) — M10 populates and consumes the field, it does
> not add it. Fork picks settled by Daniel (2026-07-23): **P1=a thin fingerprint,
> P2=a bank-only re-capture**; P3/P4 moot under P2=a. The points below are locked to
> that path.

- [ ] Populate `Sample.provenance` on resample-from-sample: `parentSampleId` (the
  bank sample the capture derived from) + `fxChainSnapshot` as a **thin capture-recipe
  fingerprint** (scope + source FX-chain identity/hash at capture time — a drift/repro
  fingerprint, NOT a serialized pre-FX-dry chain to restore; P1=a settled).
- [ ] "Re-capture from source" action: regenerate a provenanced sample by re-running
  its recorded capture request against the source's **current** state; update the
  bank file + Sample in place. **Bank-only — never inserts/re-places into the
  timeline** (load-bearing principle). Reports if the source drifted since capture.
- [ ] Verify: re-capture of an unchanged source is byte-identical to the original
  capture (bit-identical repeats); non-destructive (`FxBypassGuard` snapshot/restore
  as M7); relative-paths-only preserved.

**Dual-canvas reconciliation (settled — `docs/product/provenance.md`):** With
bank-only re-capture (P2=a), provenance is **pure per-sample bank metadata**,
`bank_model` and `view_mode_model` **stay decoupled**, and M10 touches **no** canvas
code. Dual-canvas compliance is satisfied by staying on the right side of the
capture-never-places line — not by any new coupling. Forks P3 (canvas/lane memory in
provenance) and P4 (re-capture auto-tag interaction) were only live under
re-capture-and-replace (P2=b) and are **closed as moot**; if the user manually
re-places a regenerated sample, the existing D2 mode-aware placement rule governs.

## Milestone 11 — polish
**Goal:** Batch capture (per selected item / per razor area),
resample-and-mute-source, conform-on-insert, native OS drag-out. CONTEXT.md
Build order 11, §Non-goals (drag-out deferred to last).
**Verify (in DAW):** Each polish action works without regressing the precision
invariants; drag-out places a valid file in the OS target.

- [ ] Batch capture: per selected item / per razor area.
- [ ] Resample-and-mute-source.
- [ ] Conform-on-insert (explicit).
- [ ] Native OS drag-out (deferred final; `InsertMedia` path must already work).
- [ ] Keybinding help labels: in the docked bank_panel, surface the current key
  binding for each capture/provenance action (e.g. "Capture Item → <key>") by
  querying the SDK for the key bound to the action's command id
  (`kbd_getTextFromCmd(cmd, SectionFromUniqueID(0))` — main section) and formatting
  a reminder label. Unbound case degrades to the action name with a clear
  "unbound"/"—" marker (empty/blank return handled explicitly). Split: label-text
  formatting (binding string + fallback → label) is **pure/testable**; the SDK
  binding query + label draw is bank_panel shell.
- [ ] Action trigger buttons: clickable bank_panel buttons that fire the capture and
  provenance actions directly, routing through the **existing** command-id contract
  (`Main_OnCommand`/`KBD_OnMainActionEx` with the registered command id — the same id
  minted at `registerAction`), never re-implementing capture. Split: button
  hit-testing/layout math is **pure/testable** (mirror of `mode_switch`/`bank_grid`);
  draw + command dispatch is bank_panel shell.

---

## Open questions to resolve during build
Carried from CONTEXT.md §Open questions — keep visible until each is closed by a
landed milestone.

- **`parseInt` narrowing hardening:** `src/bank_model.cpp` `parseInt` casts
  `int64_t → int` via `static_cast` without a range check; integers that fit
  in int64 but exceed `INT_MAX` are implementation-defined. Hardening candidate
  — add bounds check before the cast when integer-field validation is in scope.
- **Capture send/routing isolation (TODO):** The FX-scope capture neutralizes out-of-scope FX, gain, and pan — but NOT aux **sends**. So a downstream coloring send (e.g. a folder → reverb-track send) still routes and blends the reverb into an item/track capture, past the intended isolation point. A true item-level capture should be taken at the isolated graph point — the target scope's output before out-of-scope track FX/gain/pan **and** before out-of-scope aux/parallel sends. The hard part: distinguish **source routing that must be preserved** (e.g. a MIDI send T1→T2 where T2's synth is where a MIDI item's audio is actually produced — the "item level" for that MIDI item is T2's synth output) from **coloring sends that must be excluded** (folder→reverb). Repro: folder F1; T1 (MIDI) sends MIDI to T2 (synth); T1+T2 → F1; F1 sends to reverb T3; capturing the MIDI item on T1 currently includes the reverb, should be isolated to T2's synth output pre-F1 with the MIDI send preserved and the reverb send excluded. Likely approach: snapshot + mute out-of-scope tracks' aux sends during the render while preserving the main/source signal path — needs a rule for which sends are load-bearing.

---

# Phase D2 — Two-canvas (item-level mode projection; additive to D1)

> **Design View sub-phase.** Extends D1's track-level mode projection to **item
> level** via REAPER 7 fixed lanes: on a track present in both stances, each mode
> owns a fixed lane — the active mode's lane shows and plays, the inactive mode's is
> hidden and silenced — so a Design take and an Arrange take can share the same
> track and time position without colliding on the view. Nothing in D1 changes.
> Runtime floor rises to **REAPER 7** for this sub-phase (no version-gate branch;
> below v7 it is simply unavailable). Authoritative spec: **CONTEXT.md §Two-canvas
> sub-phase (Phase D2 / Phase E)** and the surrounding §Design View — additive phase
> spec. Product framing: `docs/product/design-view.md` §Two-canvas direction. When a
> point lands, doc-keeper moves it to `COMPLETED.md`.
>
> **D2-W1 (pure lane extension), D2-W2 (shell: lane application + new-content
> detection), D2-W3-A (lane minting + item→lane assignment + persist round-trip),
> and D2-W3-B (item-level mode actions + W3-A polish) have all landed** — see
> `COMPLETED.md`. **Phase D2 is functionally complete.**
>
> **Deferred:** panel UI indicator for per-track lane/mode state (a per-track
> lane-split marker). The mode switch already shows the active mode; no natural
> cheap home for a per-track indicator was found in the bank panel. Explicitly
> deferred — not silently dropped. Can be picked up later if wanted.

---

# Phase B — Multi-bank (parallel to the M0–M11 capture roadmap and Phase D)

> **Separate phase namespace.** The M-numbers belong to the capture pillar
> (M0–M11); the D-letters belong to Design View. Multi-bank is a third orthogonal
> pillar — generalizing the single bank into a pool + named banks — so it takes its
> own **lettered** namespace (B1, B2, …). "B" reads for **Banks** and, like Phase D,
> keeps the roadmaps from colliding on numbering: Phase B is not "the twelfth
> capture step," it is a different pillar. Authoritative spec: **CONTEXT.md
> §Multi-bank**. Product framing: `docs/product/multi-bank.md`. When a point lands,
> doc-keeper moves it to `COMPLETED.md`.

## B1 — bank_book (pure)
**Goal:** REAPER-free bank registry wrapping N `BankIndex` instances: pool seeded +
privileged, create/rename/reorder/delete named banks, active-bank id, move/copy a
sample between banks, JSON round-trip + legacy-migration. The heart of the phase;
mirror of `bank_model` / `view_mode_model`; **`BankIndex` untouched (additive)**.
CONTEXT.md §Multi-bank (Module architecture — pure).
**Verify:** CTest green. Pool always present, un-deletable, un-renamable,
un-evacuable (rules rejected in-model). Active-bank defaults to pool. Move is
index-only (source loses entry, destination gains it) and observes destination
collapse-by-hash; copy leaves source intact. Delete drops member index entries.
Evacuate moves all members to the pool, leaving the bank empty. JSON round-trip
lossless across pool-as-bank-zero + named banks + per-bank indices + ordinals +
active id. Legacy `bank_index` JSON parses into `{ pool }` with zero named banks.

- [ ] Bank registry: ordered `{ bank id, display name, ordinal, BankIndex }`; pool
  seeded with fixed id + fixed name; create / rename / reorder / delete named banks
  (delete drops the bank's member index entries).
- [ ] Pool-privilege rules enforced in-model: reject delete-pool, reject
  rename-pool, reject evacuate-pool, never allow zero banks.
- [ ] Active-bank id (get/set; defaults to pool); resolve active bank's `BankIndex`.
- [ ] Move sample between banks (index-only; destination collapse-by-hash observed;
  source entry removed).
- [ ] Copy sample between banks (index-only; source entry retained; destination
  collapse-by-hash observed).
- [ ] Evacuate bank: move every member to the pool (index-only; destination
  collapse-by-hash observed), leaving the bank empty; pool cannot be evacuated.
- [ ] JSON round-trip: pool-as-bank-zero inside the blob + named banks + per-bank
  indices + ordinals + active id.
- [ ] Legacy migration: a bare `bank_index` JSON promotes to the pool's index with
  zero named banks (one-way, lossless; blob authoritative thereafter).
- [ ] Tests: pool privileges (delete/rename/evacuate rejected); move
  source-loses/dest-gains; copy source-retained; evacuate empties source into pool
  with dest collapse; cross-bank same-hash coexistence; dest collapse on move into a
  bank already holding the hash; JSON lossless; legacy migration.

> **Phase-B-wide undo (fork R-B, settled 2026-07-24 — batched REAPER undo points).**
> Every index verb across B1–B5 (create/rename/reorder/delete-bank, move, copy,
> evacuate, remove) wraps its bank/index mutation in a **batched REAPER undo point**
> (`Undo_BeginBlock` / `Undo_EndBlock`), so one bank operation is one Ctrl-Z. This is
> a cross-cutting decision that retro-touches B1–B4, not a B5-local one; the
> per-verb points above inherit it. **Must-verify before build:** confirm against
> `vendor/reaper-sdk` that `"reasampler"` ext-state mutations participate correctly
> in `Undo_BeginBlock`/`Undo_EndBlock` undo blocks — the whole approach depends on
> it. See CONTEXT.md §Sample removal (Guardrails) + product notes §Fork R-B.

## B-cap — owned-file manifest seam (capture writes; prune consumes in Phase R)
**Goal:** Capture writes each file it creates into an **owned-file manifest**
persisted in the `"reasampler"` ext-state, so Phase R prune can later distinguish
the bank system's own orphans from hand-dropped files. Consumed only in Phase R
(R1/R2) — landed early here because reconstructing the manifest retroactively is a
backfill cliff (fork R-D, settled 2026-07-24: *defer the feature, design the seam*).
CONTEXT.md §Prune (Settled decisions — orphan attribution) + product notes §Fork R-D.
**Verify:** every file the capture path creates is recorded in the owned-file
manifest; the manifest round-trips through the `"reasampler"` ext-state (Save / Save
As / reopen); relative-paths-only preserved. Prune's consumption of it is Phase R.
**Depends on:** the capture add-path (M7) + persist blob machinery (M4 / B2).

- [ ] Capture records each created file into an owned-file manifest (the set of
  files the book has created), persisted in the `"reasampler"` ext-state (sibling
  key or folded into the `banks` blob — persistence shape is a small build-time
  residual, not a fork).
- [ ] Manifest round-trips: survives Save / Save As / reopen via the M4 blob
  machinery; relative-paths-only. (Consumed by Phase R R1/R2 — not consumed here.)

## B2 — persist slice (banks ↔ project ext state)
**Goal:** Serialize the book under the `banks` key in `"reasampler"` alongside the
existing sections, with the pool folded in as bank-zero; migrate a legacy
`bank_index` key into the pool on first load and retire the legacy key; reload-on-open
and Save-As survival via the existing M4 machinery. CONTEXT.md §Multi-bank (persist).
**Verify (in DAW):** Banks + named banks + active bank + all per-bank samples survive
Save / Save As / close+reopen; **relative paths only**; bank travels with the `.rpp`;
a project saved before this phase (legacy `bank_index` only) loads as pool + zero
named banks with no sample loss, and after save carries `banks` with no `bank_index`
written.
**Depends on:** B1. (Persistence-key fork settled — fork 1 (a): pool inside the
`banks` blob, legacy key retired after one-way migration.)

- [ ] Serialize/deserialize the book under the `banks` key (pool-as-bank-zero inside
  the blob; distinct section from `view_state`; no `bank_index` key written going
  forward).
- [ ] Legacy-migration path on load: absent `banks` + present `bank_index` → promote
  into pool, mint the blob, treat blob as authoritative (legacy key retired).
- [ ] Session exposes the book; the active bank's `BankIndex` is the capture add
  target (route the M7 capture family through it — additive to M7, no M7 rewrite).
- [ ] Confirm survival across Save / Save As; confirm legacy-project load path.

## B3 — actions
**Goal:** Bindable action set for the multi-bank workflow. CONTEXT.md §Multi-bank
(actions). **Verify (in DAW):** Each action registered (bindable in Actions list);
bank-activate + move/copy + evacuate MIDI-bindable; create/rename/delete/evacuate
drive the B1 model via the B2-persisted session.
**Depends on:** B1, B2.

- [ ] Create bank / rename bank / delete bank (delete drops member index entries;
  confirm-on-non-empty offered at the UI layer in B4).
- [ ] Evacuate bank → pool (move all members back to the pool; refuses on the pool).
- [ ] Activate bank (direct-by-id + cycle).
- [ ] Move selected samples → bank / copy selected samples → bank (move is default).
- [ ] Pool full-height / banks full-height toggles.
- [ ] Register each (`command_id`/`gaccel`/`hookcommand`); bank-activate + move/copy
  + evacuate MIDI-bindable.

## B4 — bank_panel vertical split (UI)
**Goal:** The vertical-split bank window — pool on top, named-banks tab-page region
below, full-height toggles — extending the M5 docked grid. CONTEXT.md §Multi-bank
(bank_panel). **Verify (in DAW):** Pool grid renders on top; named-banks tab strip
below (empty when no named banks, one tab per named bank); active-bank **unmistakably**
indicated; both full-height toggles collapse the split correctly; sample move/copy
affordance works; non-empty delete confirms and offers evacuate; the Design View mode
switch in the header is unaffected.
**Depends on:** B1, B2, B3. (Tab rendering + move-affordance mechanics — fork 5 —
settled 2026-07-23: LICE-drawn tabs + both move affordances; see Phase B open questions
and product notes → *Fork 5 — settled*.)

- [ ] Vertical split: pool grid region (top) + named-banks tab-page region (bottom).
- [ ] Named-banks tab strip: **LICE-drawn** (matching the M5 grid + Design View
  segmented switch, not SWELL-native — fork 5a); one tab per named bank; empty state
  when none. **Verify LICE tab draw against the M5 reference before use.**
- [ ] Tab-strip overflow/scroll affordance — **in scope from the start** (fork 5a): a
  naive fixed-width LICE strip breaks down at ~8–12 tabs, so ship scroll/chevron
  overflow with the strip, do not defer it.
- [ ] Pool full-height / banks full-height toggle affordances wired to B3.
- [ ] Active-bank indicator — **visually unmistakable** (settled constraint);
  placement (per-region header / single readout / lit-tab) is the residual polish
  detail.
- [ ] Create / rename / delete / activate / evacuate affordances driving B3 actions.
- [ ] Delete confirms on a non-empty bank, naming the evacuate alternative.
- [ ] Sample move affordance — **both** (fork 5b): a "move to bank" menu on the current
  selection (bindable front-end for the B3 move action) **and** drag-between-regions.
  Copy is the deliberate secondary act, offered on the menu.
- [ ] Drag mis-drop mitigation (fork 5b): clear drop-target highlighting on the
  destination region/tab during a drag; a mis-drop is recoverable by design (move is
  index-only and reversible). **Verify the drag hit-test doesn't collide with the M5
  grid's multi-select drag.**

## B5 — sample-remove (the missing sample-level verb)
**Goal:** Drop an individual `Sample`'s index entry from a bank or the pool —
the sample-level companion to move/copy/evacuate/delete-bank. Index-only,
non-destructive to the file; exposes the `BankIndex::remove` primitive that
`bank_model` already has (wires it, does not add it). CONTEXT.md §Sample removal.
Product framing + open forks: `docs/product/removal-and-prune.md` §Sample-remove.
**Verify (in DAW):** Remove drops the selected sample's entry from the target
bank; a same-hash entry in another bank is untouched (no cross-bank dedup);
pool *contents* are removable while pool-container privileges hold; removing the
last index reference to a file leaves that file on disk (orphaned until prune —
never deleted by remove); non-destructive (index + ext-state only, no file, no
timeline item).
**Depends on:** B1, B2, B3 (action set), B4 (panel affordance).

- [ ] Surface `BankIndex::remove` through `bank_book`: remove a `Sample` from a
  bank's index; pool contents removable, pool-container privileges unchanged.
- [ ] "Remove selected sample(s)" action (`command_id`/`gaccel`/`hookcommand`),
  MIDI-bindable; carries a `scope: this-bank | all-banks` seam (fork R-A, settled
  2026-07-24: **this-bank** is the default and only surfaced affordance; all-banks
  stays a latent seam-only parameter, not shipped).
- [ ] `bank_panel` remove affordance on the current selection (reuse M5 selection
  model, as move/copy do).
- [ ] Confirm-on-last-reference guardrail: remove that orphans a file (no other
  bank references it) confirms, naming the orphaned-until-prune consequence;
  remove of a still-referenced sample does not confirm.
- [ ] Tests: remove drops the target entry; same-hash entry in another bank
  survives; remove-from-pool allowed; last-reference remove leaves an orphan (file
  untouched); non-destructive (no file/timeline mutation).

## Phase B open questions
All five forks settled by Daniel (2026-07-23): persistence key = fold pool into `banks`,
retire legacy key (1a); delete drops members + add evacuate verb (2); move is the
default gesture (3); active-bank/shown-tab distinct with an unmistakable indicator (4);
LICE-drawn tabs + overflow, and both move affordances with drop-highlighting (5).
Folded into CONTEXT.md §Multi-bank + the B1–B4 points above. Phase B is fully settled and
ready to scope into implementation waves. One polish detail remains:

- **Active-bank indicator placement** — per-region headers vs. single header readout
  vs. lit-tab. "Unmistakable" is settled; only placement is open. Polish detail.
  (touches B4)

**B5 sample-remove forks — settled 2026-07-24:**
- **R-A — remove scope.** Settled: **this-bank**. Removes the entry from the bank in
  view only; the `scope: this-bank | all-banks` seam stays in the action signature
  but all-banks is a latent parameter, not a surfaced verb. Folded into the B5 action
  point above.
- **R-B — undo model (Phase-B-wide).** Settled: **batched REAPER undo points**
  (`Undo_BeginBlock`/`Undo_EndBlock`), one bank op = one Ctrl-Z. Applies across
  B1–B5 (retro-touches B1–B4) — captured as the cross-cutting note under B1 above,
  with the ext-state-participation SDK check as a must-verify-before-build.
Both in `docs/product/removal-and-prune.md` §Fork R-A / §Fork R-B.

---

# Phase R — Reclaim (file lifecycle: the prune path)

> **New pillar, own lettered namespace.** Prune is the file-lifecycle path the
> capture and multi-bank specs forward-reference throughout ("files persist on disk
> until prune") but that had no phase, module, or point. It is the **only** operation
> in ReaSampler that deletes bytes off disk. Namespaced **`R` (Reclaim)** alongside
> `M`/`D`/`B` because it is a distinct pillar — it serves *every* orphan-producing
> path (delete-bank, sample-remove B5, potentially M10 re-capture), not just
> Multi-bank, and it carries a new risk class (file deletion) with its own
> invariants. Authoritative spec: **CONTEXT.md §Prune — file-lifecycle spec**.
> Product framing + phase-placement justification + forks:
> `docs/product/removal-and-prune.md` §Prune. When a point lands, doc-keeper moves it
> to `COMPLETED.md`.
>
> **Boundary (load-bearing):** *remove creates orphans; prune reclaims them.* No
> operation other than prune deletes a file; prune deletes only files no index
> references. A bank op that deletes a file is still a bug.
>
> **Depends on:** B1, B2 (needs the multi-bank book to union the referenced-set
> across all banks) and B5 conceptually (sample-remove is a primary orphan-producer,
> so remove-then-prune is the coherent pair — mirror of evacuate-then-delete). Does
> **not** depend on the B3/B4 UI.

## R1 — prune-reconcile core (pure)
**Goal:** REAPER-free, filesystem-free reconciler — given the files present in the
bank folder, the files referenced by the book (unioned across all banks, pool
included), and the **owned-file manifest** (fork R-D, written from capture onward by
B-cap), compute the orphan set `(owned ∩ present) − referenced`. The mirror of
`ViewModeModel::reconcile(liveGuids)`, one level down (files instead of GUIDs).
CONTEXT.md §Prune (Module architecture — pure).
**Verify:** CTest green. **Prune null test:** a folder whose every file is
referenced deletes nothing; prune returns exactly `(owned ∩ present) − referenced`
and nothing else. Referenced-set unioned across every bank (a file referenced by any
bank — including via a copy — is never an orphan); a present-but-not-owned file (a
hand-dropped file) is never an orphan.

- [ ] Prune-reconcile pure function: `(present, referenced, owned) → orphans`,
  computing `(owned ∩ present) − referenced`; referenced unioned across the whole
  book (copies keep a file alive).
- [ ] Tests: prune null test (all-referenced → empty); orphan = (owned∩present)−
  referenced; a copied file referenced by a second bank survives; a present-but-
  unowned (hand-dropped) file is never reclaimed; empty folder / empty book / empty
  manifest edge cases.

## R2 — prune shell + persist wiring (filesystem I/O, thin)
**Goal:** Enumerate the current project bank folder (M4 project-relative resolution),
supply the referenced-set and the **owned-file manifest** (from B-cap) from the
session, feed the pure core, and produce a dry-run manifest. No deletion in this
wave — the report path only. CONTEXT.md §Prune (persist / prune shell).
**Verify (in DAW):** Dry-run reports the orphan count + reclaimed size (+ file list
for a small set) against the resolved current bank folder; resolves paths the same
way the index does (survives a Save-As relocation); deletes nothing.
**Depends on:** R1, B1, B2.

- [ ] Prune shell: enumerate the resolved current bank folder; feed the pure core.
- [ ] Session supplies the referenced-set (union across the book) **and the
  owned-file manifest** (written by B-cap); resolve the bank folder via the M4
  project-relative machinery.
- [ ] Dry-run manifest: orphan count + reclaimed size (+ files for a small set);
  **no deletion in this wave.**

## R3 — deletion + action (the destructive step, guarded)
**Goal:** The confirmed deletion step, the bindable "Prune bank folder" action, and
a `bank_panel` prune button: dry-run-first, confirm-with-manifest, then reclaim the
orphan set — via OS trash where portably available (fork R-C), else unlink.
CONTEXT.md §Prune (guardrails, API).
**Verify (in DAW):** "Prune bank folder" (action or panel button) reports first,
deletes only on explicit confirm, and reclaims exactly the orphan set — never a
referenced file, never a hand-dropped non-bank file; the referenced/owned-set safety
holds; deletions route to OS trash where available; non-bank and capture invariants
untouched.
**Depends on:** R2 (and B-cap's owned-file manifest). All forks settled 2026-07-24.

- [ ] "Prune bank folder" action (`command_id`/`gaccel`/`hookcommand`),
  dry-run-first, confirm-to-delete.
- [ ] `bank_panel` prune button (fork R-E) that fires the "Prune bank folder"
  action through the existing command-id contract — the panel affordance alongside
  the bindable action; split: button hit-test/layout is pure (mirror of
  `mode_switch`/`bank_grid`), draw + dispatch is bank_panel shell.
- [ ] Deletion mechanism (fork R-C, settled trash-preferred): route to OS trash
  where a portable move-to-trash is verified available, else unlink behind the
  dry-run/confirm guardrail. **Verify the platform move-to-trash surface before use
  (per platform).**
- [ ] Orphan attribution (fork R-D, settled owned-file manifest): reclaim only
  `(owned ∩ present) − referenced` — the bank system's own leavings, never a
  hand-dropped folder file. (Manifest written by B-cap; consumed via R1/R2.)

## Phase R forks — settled 2026-07-24
- **Fork R-C — deletion mechanism.** Settled: **trash-preferred, unlink fallback.**
  Route to OS trash where a portable move-to-trash is available (recoverable), else
  unlink behind strong dry-run/confirm. Per-platform trash surface (SWELL / Win
  `SHFileOperation`·`IFileOperation` / macOS `trashItemAtURL:` / Linux XDG) is a
  **must-verify before use**. Folded into R3.
- **Fork R-D — orphan attribution.** Settled: **owned-file manifest**,
  `(owned ∩ present) − referenced`; folder-sweep rejected as unsafe. **Seam lands
  early** — the manifest is written from capture onward (new **B-cap** point in
  Phase B), not reconstructed at prune time; R1/R2 consume it. Persistence shape
  (sibling `"reasampler"` key vs. `banks` blob) is a small build-time residual.
- **Fork R-E — trigger.** Settled: **manual action + `bank_panel` button**,
  dry-run-first, confirm-to-delete. No background sweep. The earlier optional
  delete-time "…and prune now" convenience was **not** selected — out of scope.
  Folded into R3.

Both docs of record: `docs/product/removal-and-prune.md` §Fork R-C/R-D/R-E and
CONTEXT.md §Prune (Settled forks).

---

# Phase V — Versioning & release (release-milestone pillar, own lettered namespace)

> **New pillar, own lettered namespace.** Version scheme + beta side-channel — the
> release-deployment path M11 forward-implies but that had no phase or points.
> Namespaced **`V` (Versioning)** alongside `M`/`D`/`B`/`R` because it is a distinct
> concern (build identity + channel isolation) that touches CMake, `main.cpp`'s
> forever-stable command-id contract, and the `"reasampler"` ext-state — not a
> capture step. Product framing + the full option analysis: `docs/product/versioning-
> and-release.md`. **Forks V1–V4 SETTLED (Daniel, 2026-07-26)** — semver via
> `project(VERSION)` + ext-state version stamp prioritized first-wave; plain `-beta`
> suffix; console line + panel readout (about-box deferred); and **beta ships as a
> separate, fully isolated coexisting binary (beta-in-isolation)** — a reversal of the
> note's original one-at-a-time recommendation. Deploy/CD wiring (now two named
> artifacts per platform) hands off to dev-ops. Build-scoped points to be drawn up.

## Settled decisions (Daniel, 2026-07-26 — see `docs/product/versioning-and-release.md`)
- **V1 — version scheme: APPROVED as recommended.** Semver, single source of truth in
  CMake `project(reaper_reasampler VERSION x.y.z)`, threaded into the binary. **The
  `"reasampler"` ext-state writing-version stamp is prioritized to the first wave, not
  deferred** — every project saved without the stamp is harder to migrate later, so
  the migration seam lands early.
- **V2 — beta suffix: plain `-beta`.** `project(VERSION)` owns the release triple; beta
  carries a `-beta` suffix. `git describe` decoration considered and rejected for
  legibility.
- **V3 — user-visible home: recommendation accepted.** Startup console line
  (`"ReaSampler x.y.z loaded"`) + a bank-panel version/channel readout; about-box
  deferred. Panel placement is the residual polish call.
- **V4 — beta channel shape: BETA-IN-ISOLATION (full coexistence).** *Reverses the
  original recommendation.* Beta ships as a **separate binary** (`reaper_reasampler_
  beta`) with an **isolated ext-state namespace** (distinct from stable's
  `"reasampler"` — a beta cannot corrupt a stable project's saved state) and an
  **isolated forever-stable command-id prefix** (beta/stable keybindings don't
  collide), so both install and run side-by-side. Built through a compile-time channel
  flag (`-DREASAMPLER_CHANNEL=beta`) as the mechanism. **Two permanent commitments
  locked in:** a second forever-stable command-id prefix and a second ext-state
  namespace. **Dev-ops:** the build now produces two named artifacts (stable + beta)
  per platform.

---

# Phase S — MIDI-playback instrument (native VST3 sampler; a second build artifact)

> **New pillar, own lettered namespace, and — uniquely — a second build artifact.**
> Every prior phase ships inside the one `reaper_reasampler` extension binary; Phase
> S does not. A REAPER extension *cannot* be a MIDI-triggered instrument (it is not a
> node in any track's signal chain), so the instrument is a **separate native VST3
> plugin** the user instantiates on an instrument track, reading ReaSampler's banks
> and playing them MIDI-triggered. Namespaced **`S` (Sampler)** rather than "D"
> (Daniel's call — "D" collides with Design View). Authoritative spec: **CONTEXT.md
> §MIDI-playback instrument — additive phase spec (Phase S)**. Product framing +
> the settled decision record (D1/D5/D6 locked, D-A..D-D settled 2026-07-26):
> `docs/product/midi-playback.md`. When a point lands, doc-keeper moves it to
> `COMPLETED.md`.
>
> **Locked (see `docs/product/midi-playback.md` §4):** D1 native VST3 (not JSFX);
> D5 Windows-only / VST3-only / REAPER-only; D6 two products, tightly integrated via
> the VST-host bridge (live `"reasampler"` ext-state, project-aware). **Settled forks
> (2026-07-26):** D-A bare Steinberg VST3 SDK + LICE editor (no JUCE); D-B split seam
> with root-note + loop-points added to `Sample` *now*; D-C Tier 0–1 committed (Tier 2
> held, Tier 3 optional-forever); D-D embedded TCP/MCP UI **scheduled** as a later
> in-phase point (after the main editor exists).
>
> **Second build artifact (load-bearing, flagged up front):** Phase S produces a
> *separate* VST3 binary alongside `reaper_reasampler`. The Steinberg VST3 SDK is a
> **new vendored dependency** (vendor at the spike — an implementation-time
> prerequisite, not done here), and CMake grows a second target with Windows VST3
> module-export/bundle wiring. Both are established by S1 so nothing downstream leans
> on an unbuilt target.

## S1 — opening spike: VST3 skeleton + `IPlugView`↔LICE bridge (proof + second target)
**Goal:** Stand up the second build artifact and prove the two least-trodden
unknowns before the engine build leans on them: (1) a silent-but-loading VST3
`SingleComponentEffect` skeleton that REAPER hosts, and (2) an `IPlugView` that hosts
a LICE-drawn surface. Converts §1a's experienced-estimates (Windows module-export
names, factory-macro spellings, exact bridge marshalling) into verified fact.
CONTEXT.md §Phase S (build shape, module architecture, API surface).
**Prerequisite (implementation-time):** vendor the Steinberg VST3 SDK (a new
submodule/dependency alongside `reaper-sdk` / `WDL`); confirm whether VSTGUI is
bundled (moot for D-A but resolves the noted fallback rung).
**Verify (in DAW):** the VST3 skeleton loads in REAPER on an instrument track,
enumerates via `GetPluginFactory`, sets up an event-in + audio-out bus, and runs an
empty `process` without error; an `IPlugView` opens and draws a LICE surface with a
working hit-test; the VST-host bridge resolves `GetProjExtState` by name and reads a
known `"reasampler"` value. Nothing plays yet — this is the loading/drawing/bridge
proof.

- [ ] CMake second target: a separate VST3 module artifact built alongside
  `reaper_reasampler` (Windows VST3 export/bundle wiring; `GetPluginFactory` +
  `InitDll`/`ExitDll` — **verify exact export names against the vendored SDK**).
- [ ] `SingleComponentEffect` skeleton: factory + class registration, `initialize`
  declaring an event-input bus + an audio-output bus (no audio input),
  `setupProcessing`, `setActive`, empty `process`. Loads silently in REAPER.
- [ ] `IPlugView`↔LICE bridge spike: open a plugin editor window hosting a LICE-drawn
  surface (window creation/sizing, host→draw/hit-test event routing), reusing the
  `bank_panel` LICE/SWELL competence. **The decision's one real unknown — prove it
  here.** (VSTGUI is the noted fallback only if this proves gnarlier than the panel
  work suggests.)
- [ ] Bridge read spike: resolve `GetProjExtState`/`EnumProjExtState` by name over the
  host callback (`hostcb` opcode `0xdeadf00d`), fetch host project context
  (`0xdeadf00e`), and read a known `"reasampler"` ext-state value. **Verify opcodes +
  marshalling against `reaper_plugin.h` / `video_processor.h` /
  `reaper_plugin_functions.h`.**

## S2 — `Sample` intrinsic fields (root note + loop points; in the *extension*)
**Goal:** Add the two bank-intrinsic seam fields to `Sample` — **root note** (MIDI
note the sample was recorded at; distinct from the existing optional *musical key*)
and **loop points** (sustain-loop start/end, sample-accurate, zero-crossing-aware) —
as an additive field extension with JSON round-trip, populated at/after capture. This
touches the **extension** codebase, is independently shippable, and lands early to
close the backfill cliff before the instrument consumes the fields. CONTEXT.md
§Phase S (seam fields, D-B). **Same additive shape as `provenance` (M1).**
**Verify:** CTest green. Round-trip lossless across the new fields; pre-existing
samples (no root note / loop points) deserialize with clean defaults (no loss, no
migration break); capture populates root note where derivable and loop points where
set; relative-paths-only unaffected; `BankIndex` behavior unchanged (purely
additive).
**Depends on:** nothing in Phase S (extension-only; can land before or in parallel
with S1).

- [ ] Add `rootNote` (optional MIDI note) + `loopStart`/`loopEnd` (optional
  sample-accurate loop points) to `Sample`; JSON serialize/deserialize with clean
  defaults for samples lacking them (additive, backward-compatible — mirror of how
  `provenance` was added).
- [ ] Populate the fields on capture where derivable (root note) / settable (loop
  points); leave them cleanly empty otherwise. No existing `Sample` field changes.
- [ ] Tests: full round-trip lossless including the new fields; a legacy `Sample`
  JSON (no new fields) parses with defaults and re-serializes without loss; additive
  invariant (no change to existing fields, dedup, tier, or `BankIndex` behavior).

## S3 — pure sampler core (voice engine / envelope / keymap / repitch)
**Goal:** The REAPER-free **and** VST3-free sampler core — voice allocation/polyphony,
amplitude envelope (ADSR), key→sample and velocity→sample mapping (the keymap),
repitch/interpolation from root note, keymap resolution — unit-tested in CTest against
known signals. **The heart of the phase (D3); the mirror of
`bank_model`/`peaks`/`view_mode_model`/`bank_book`; test it hard.** The core is
invariant under the build-shape choice — no VST3 or REAPER type at its boundary.
CONTEXT.md §Phase S (pure core, module architecture).
**Verify:** CTest green. Voice allocation is correct under polyphony (note-on/off,
voice stealing where bounded); ADSR shape asserted against a known signal (mirror of
`peaks`); repitch from root note produces the expected pitch ratio; keymap resolution
maps a (note, velocity) to the correct sample/zone; the core takes and returns only
plain data (no VST3/REAPER types) — enforced by the test target linking neither SDK.
**Depends on:** S2 (consumes `rootNote` / loop points as core inputs).

- [ ] Voice engine: polyphonic voice allocation (note-on/off, bounded voice stealing),
  per-voice state, mono-and-basic-polyphony sufficient for Tier 0.
- [ ] Amplitude envelope (ADSR) math — asserted against a known signal.
- [ ] Repitch/interpolation from root note (chromatic pitch ratio across the
  keyboard); loop-point-aware sustain for held notes.
- [ ] Keymap model + resolution: key ranges/zones (Tier-1 shape) and the
  (note, velocity) → sample/zone query; Tier-0 chromatic-from-single-root as the
  degenerate case.
- [ ] Tests: voice allocation under polyphony + stealing; ADSR envelope shape;
  repitch pitch-ratio correctness; keymap resolution (single-root chromatic + zoned);
  core boundary is plain-data-only (no VST3/REAPER types).

## S4 — Tier 0: "the bank plays" (single sample, chromatic)
**Goal:** The honest MVP — one bank sample mapped chromatically across the keyboard
from its root note, basic polyphony, a simple amp envelope, velocity→volume. Wire the
S3 core into the S1 VST3 shell over the live-state seam (bridge-read bank + audio via
the M4 project-relative path machinery). Editor deferrable behind a parameters-only
default view. CONTEXT.md §Phase S (Tier 0, seams). **Delivers the core promise.**
**Verify (in DAW):** on an instrument track, the VST3 plays a chosen bank sample
MIDI-triggered, repitched chromatically from its root note, with basic polyphony,
an amp envelope, and velocity→volume; it reads the live `"reasampler"` bank via the
bridge and resolves the WAV audio the same project-relative way `persist` does;
following the active project works; it never captures and never inserts into the
arrange (read-only over the bank).
**Depends on:** S1, S2, S3.

- [ ] VST3 `process` marshalling: read MIDI note-on/off/velocity off the event bus,
  drive the S3 core, write per-voice audio to the output bus.
- [ ] Live-state seam: read the bank index + selected sample's root note from
  `"reasampler"` ext-state via the bridge; resolve the WAV audio path the M4
  project-relative way (shared convention with `persist`, not re-implemented).
- [ ] Sample selection UI (minimal, in the `IPlugView` LICE editor or a
  parameters-only default view): choose which bank sample this instance plays.
- [ ] Tier-0 playback: chromatic-from-root, basic polyphony, amp envelope,
  velocity→volume — plays in REAPER's routing/record/render path like any VSTi.

## S5 — Tier 1: "a keymap" (zoned multisamples, per-sample root notes)
**Goal:** Multiple bank samples zoned across the keyboard (key ranges), each with its
own root note — a captured *kit* (one-shots) or a *multisampled instrument* (same
instrument sampled at several pitches) plays correctly. One sample per key-region.
CONTEXT.md §Phase S (Tier 1). **Where the root-note + key-range seam fields earn
their place.**
**Verify (in DAW):** a keymap of several bank samples plays correctly zoned across
the keyboard, each repitched from its own root note within its range; a captured kit
and a multisampled instrument both play as expected; the keymap is authored in the
instrument (performance map) while root notes come from the bank intrinsics (S2);
editing the keymap does not touch the bank.
**Depends on:** S4.

- [ ] Keymap editor in the `IPlugView` LICE editor: assign bank samples to key ranges
  (low/high note per sample), each with its own root note (from S2 intrinsics,
  overridable in the performance map).
- [ ] Tier-1 playback: zoned resolution — a note picks its zone's sample and repitches
  from that sample's root note; one sample per key-region.
- [ ] Performance-map persistence: the keymap (zones, per-sample assignment) is the
  instrument's own state — held in the instrument (read/written over the live
  `"reasampler"` seam per D-B's data-ownership split), never written back as a bank
  intrinsic.

## S6 — embedded TCP/MCP UI (D-D — scheduled in-phase, after the editor)
**Goal:** Render a compact keymap/level strip **inline in the track/mixer control
panel** via `reaper_plugin_fx_embed.h` (`IReaperUIEmbedInterface`) — the same
Cockos surface REAPER's own embedded FX use — so the instrument draws inline, not only
in its own window. Composes with the S1/S5 LICE editor path (same LICE-class drawing).
**Scheduled, not deferred (D-D settled 2026-07-26):** a real later point, sequenced
last because it is polish over a Tier-0 need — but on the roadmap. CONTEXT.md §Phase S
(embedded UI, D-D).
**Verify (in DAW):** the instrument draws a compact inline strip in the TCP/MCP (not
only its own editor window); the inline surface reflects and (where offered) edits the
keymap/levels; the embed lifecycle is clean (open/close/resize); the same LICE drawing
as the main editor is reused.
**Depends on:** S5 (composes over the existing LICE editor). **Must-verify before
build:** the `IReaperUIEmbedInterface` contract + embed message/lifecycle against
`vendor/reaper-sdk/sdk/reaper_plugin_fx_embed.h`.

- [ ] Implement `IReaperUIEmbedInterface` on the VST3; draw a compact keymap/level
  strip inline in the TCP/MCP using the same LICE surface as the editor.
- [ ] Embed lifecycle (open/close/resize/hit-test inline) handled cleanly; reflects
  the live keymap/levels.

## Phase S — held and optional-forever (noted, not specified)
- **Tier 2 — "expressive" (HELD).** Velocity layers, round-robin (anti-machine-gun),
  full ADSR, per-sample tuning/gain trim, sustain loops. The next depth increment once
  Tier 0–1 proves the instrument belongs — **its points are not drawn up here.**
- **Tier 3 — "instrument polish" (optional-forever).** Filters, filter/pitch
  envelopes, LFOs, per-voice pan, choke groups, a modest FX slot. A direction to leave
  room for, never a commitment.

## Phase S — must-verify-before-build (carried from CONTEXT.md §Phase S)
- **Steinberg VST3 SDK surface** — interface members, base-class overrides,
  factory-macro spellings, Windows module-export symbol names
  (`InitDll`/`ExitDll`/`GetPluginFactory`), and whether VSTGUI is bundled. Several are
  §1a experienced-estimates until S1 confirms them against the vendored SDK.
- **VST-host bridge** — opcodes `0xdeadf00d` (resolve-by-name) / `0xdeadf00e` (host
  context) and the exact call marshalling, against `reaper_plugin.h` /
  `video_processor.h` / `reaper_plugin_functions.h`.
- **`IReaperUIEmbedInterface`** — embed contract + message/lifecycle, against
  `reaper_plugin_fx_embed.h` (needed only at S6).