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reasampler/PLAN.md
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daniel dcbe5d7bdc docs(multi-bank): settle Phase B forks 1-4; draft fork-5 options analysis
Fold Daniel's decisions into CONTEXT.md, PLAN.md, and the product notes:
- Fork 1 (persistence): pool folds into the `banks` blob; legacy
  `bank_index` key retired after a one-way lossless migration.
- Fork 2 (delete): delete drops member index entries; add an `evacuate`
  verb (B1 pure op + B3 action) returning members to the pool. Design the
  orphaned-until-prune window and confirm-on-non-empty-delete guardrail.
- Fork 3 (move): move is the default gesture, copy the deliberate secondary.
- Fork 4 (active bank): active-bank and shown-tab stay distinct; the
  active-bank indicator must be visually unmistakable.

Fork 5 (tab rendering + move affordance) remains open with an options
analysis and pending recommendations. Additive; M0-M11 and Phase D untouched.
2026-07-23 13:06:21 -04:00

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# 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 8 — RealtimeRecordBackend
**Goal:** Realtime record behind the same `ICaptureBackend`, producing identical
bank entries. CONTEXT.md §capture (realtime), §Precision invariants.
**Verify (in DAW):** Hidden temp track resamples wet output; recorded file moves
into the bank; **non-destructive** — temp track removed cleanly, source routing
and user monitoring restored unchanged.
**Note (from M3):** The realtime backend captures during playback and does NOT invoke the offline-render path, so it is inherently dialog-free (no render-progress window) — a secondary benefit beyond hardware/performed-FX capture.
- [ ] Hidden-track resample recipe (`I_RECMODE`/`I_RECINPUT`/`I_RECARM`,
`CSurf_OnRecord`/`CSurf_OnStop`); verify record-mode values against SDK.
- [ ] Resolve wet-master routing that does not alter user monitoring (open
question).
- [ ] Move recorded source into bank; populate identical `Sample`; clean teardown.
## 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 + null-test verify action
**Goal:** Provenance (parent sample id + FX-chain snapshot) and "re-capture from
source"; ship the null-test verification action. CONTEXT.md §Precision invariants,
Build order 10.
**Verify (in DAW):** **Null test** — a dry offline capture of a range, re-inserted
at its source position, nulls to silence against the source. This action is the
tool's trust anchor and must pass.
- [ ] Provenance fields populated on resample-from-sample (parent id + FX-chain
snapshot string).
- [ ] "Re-capture from source" action.
- [ ] Null-test verification action (capture → re-insert at source pos → assert
silence sum).
**Note (from M7):** The null test requires a TRUE pre-FX dry capture, which REAPER offline render cannot produce via RENDER_SETTINGS (there is no pre-FX bit). True dry must be obtained by bypassing the source FX around an offline render (snapshot→bypass→render→restore) OR via the M8 realtime pre-FX path — so the dry-capture mechanism should be designed as part of the M10 null-test work.
## 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).
---
## Open questions to resolve during build
Carried from CONTEXT.md §Open questions — keep visible until each is closed by a
landed milestone.
- **Realtime wet-master routing** that captures master output without altering the
user's monitoring. (blocks M8)
- **`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.
---
# Phase B — Multi-bank (parallel to the M0M11 capture roadmap and Phase D)
> **Separate phase namespace.** The M-numbers belong to the capture pillar
> (M0M11); 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.
## 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 —
pending Daniel's decision; see Phase B open questions and product notes → *Fork 5*.)
- [ ] Vertical split: pool grid region (top) + named-banks tab-page region (bottom).
- [ ] Named-banks tab strip: one tab per named bank; empty state when none.
(SWELL-native vs. LICE-drawn — fork 5a, pending.)
- [ ] 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/copy affordance (drag between regions and/or "send to bank" menu —
fork 5b, pending).
## Phase B open questions
Forks 14 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). Folded into CONTEXT.md §Multi-bank + the B1B4 points above. Remaining:
- **Fork 5 — tab rendering + move affordance** — (5a) SWELL-native tab control vs.
LICE-drawn tabs matching the grid aesthetic; (5b) drag-between-regions vs.
"send to bank" menu vs. both. Options analysis + pending recommendations in product
notes → *Fork 5*. Verify SWELL tab-control availability + cross-platform parity
against the SWELL headers / SWS reference before choosing native tabs. Decision
pending Daniel. (touches B4)
- **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)