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Claudia-rust/ROADMAP.md
matt a9b686f0d1 docs: add comprehensive roleplay enhancement roadmap 
Created ROADMAP.md with detailed plan to transform Claudia into a full-featured
roleplay platform comparable to SillyTavern. Based on extensive research of
SillyTavern's features and roleplay community needs.

Key planned features organized in 7 phases:
- Phase 1: World Info/Lorebooks, Author's Note, Jailbreak Templates
- Phase 2: User Personas, Character Expressions, Message Examples
- Phase 3: Chat Branching, Enhanced Message Controls, Timeline Viz
- Phase 4: Group Chats with multi-character support
- Phase 5: Token Counter, Context Templates, Smart Management
- Phase 6: Quick Replies, Macros, Regex Scripts, Hotkeys
- Phase 7: Polish and UX improvements

Updated README.md to:
- Reflect current roleplay-focused vision
- Document all implemented features
- Reference the detailed roadmap
- Add version milestones (v0.1.0 → v0.2.0)

Next target: v0.2.0 "Roleplay Foundation" with World Info, Author's Note,
and Token Counter as the core infrastructure for quality roleplay.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-14 08:56:55 -07:00

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Claudia Roleplay Enhancement Roadmap

Current Status

✅ Implemented Features

  • V2/V3 Character Card Import/Export
  • Message Swipes (multiple response alternatives)
  • Streaming Responses with toggle
  • Character Management (multiple characters)
  • Character Avatars with upload and zoom
  • Expanded Character Editor (all v2/v3 fields)

Phase 1: Core Roleplay Infrastructure (High Priority)

Goal: Enable basic roleplay-focused prompt engineering

1. World Info/Lorebook System

  • Create UI for managing lorebook entries (keyword, content, priority)
  • Implement keyword detection in recent messages
  • Add context injection before message generation
  • Support recursive entry activation
  • Per-character lorebook assignment
  • Import/export lorebook files

Why Important: World Info is the foundation of consistent roleplay. It allows dynamic context injection based on what's currently relevant in the conversation, saving tokens while maintaining world consistency.

2. Author's Note

  • Add configurable Author's Note field (inserted at depth 1-5)
  • Position control (after system, before/after examples, etc.)
  • Per-character Author's Note support
  • Template variables in Author's Note

Why Important: Author's Note is considered better than system prompts for roleplay because it appears closer to the actual conversation, reducing AI tendency to ignore or forget instructions.

3. Jailbreak Templates

  • Add jailbreak template field in settings
  • Preset jailbreak templates for roleplay
  • Per-character jailbreak override option
  • Template preview and testing

Why Important: Many roleplay scenarios require specific prompting to work well with API safety filters and to maintain character consistency.

Phase 2: Enhanced Character Features (High Priority)

Goal: Better character representation and user identity

1. User Personas

  • Create persona management UI (name, description, avatar)
  • Chat-level persona locking
  • Character-level persona locking
  • Default persona setting
  • Quick persona switching

Why Important: Allows users to have multiple identities for different roleplay scenarios without manually changing their name and description each time.

2. Character Expressions/Sprites

  • Support for emotion-based character images
  • Sentiment analysis of AI responses (local model)
  • 28+ emotion presets (happy, sad, angry, neutral, etc.)
  • Expression sprite packs (import/export)
  • Manual expression override with /emote command
  • Sprite positioning options (beside chat, behind chat, etc.)

Why Important: Visual representation of character emotions dramatically enhances immersion and makes conversations feel more alive.

3. Message Examples in Context

  • Actually use mes_example field from character cards
  • Format and inject into prompt properly
  • Position control in context
  • Token budget allocation for examples

Why Important: Message examples help the AI understand the character's voice and writing style, leading to more accurate portrayals.

Phase 3: Advanced Chat Management (Medium Priority)

Goal: Non-linear conversation control

1. Chat Branching/Checkpoints

  • Save conversation state at any message
  • Create branches from any point
  • Switch between branches
  • Visual branch indicator in UI
  • Branch naming and organization
  • Delete/merge branches

Why Important: Roleplay often involves exploring "what if" scenarios. Branching lets you explore different conversation paths without losing previous progress.

2. Enhanced Message Controls

  • Delete individual messages (not just clearing all)
  • Regenerate any message (not just last)
  • Continue incomplete messages
  • Message pinning (keep certain messages in context)
  • Message folding/hiding
  • Bulk message operations

Why Important: Fine-grained control over conversation history allows users to craft the perfect roleplay session.

3. Timeline Visualization

  • Visual tree of chat branches
  • Quick navigation between branches
  • Branch metadata (creation date, message count, etc.)
  • Visual diff between branches
  • Merge branch capability

Why Important: Makes managing complex branching conversations intuitive and prevents users from getting lost.

Phase 4: Multi-Character/Group Chats (Medium Priority)

Goal: Enable complex multi-character scenarios

1. Group Chat Foundation

  • Create group chat data structure
  • UI for managing group members
  • Add/remove characters from groups
  • Group chat history management
  • Per-group settings

Why Important: Many roleplay scenarios involve multiple characters interacting. Group chats enable DM-style gameplay and complex social scenarios.

2. Reply Management

  • Manual character selection
  • Natural order (mention-based)
  • Talkativeness settings per character (0-100%)
  • Auto-mode (characters respond automatically)
  • Character muting/unmuting
  • Reply order presets

Why Important: Gives users control over conversation flow while allowing for spontaneous multi-character interactions.

3. Group Chat UI

  • Character indicators on messages
  • Character list sidebar
  • Mute/unmute controls
  • Character ordering/priority
  • Group-wide lorebook support

Why Important: Clear visual indicators make group conversations easy to follow.

Phase 5: Context & Token Management (Medium Priority)

Goal: Visibility and control over context usage

1. Token Counter

  • Real-time token count display
  • Per-section breakdown (system, history, WI, etc.)
  • Visual context budget indicator
  • Dotted line showing context cutoff in chat
  • Warning when approaching limit

Why Important: Understanding what's in context and what's being cut is crucial for debugging issues and optimizing prompts.

2. Context Templates

  • Customizable prompt assembly order
  • Handlebars template support
  • Presets for different model types (Alpaca, ChatML, Llama, etc.)
  • Template preview
  • Variable substitution visualization

Why Important: Different models expect different prompt formats. Templates ensure prompts are formatted correctly for each model.

3. Smart Context Management

  • Summarization of old messages
  • Automatic message trimming
  • Priority-based context allocation
  • Context budget per source (system, WI, history, etc.)
  • Smart message selection (keep important messages)

Why Important: Efficient context usage means longer, more coherent conversations without running out of tokens.

Phase 6: Power User Features (Low Priority)

Goal: Advanced customization and automation

1. Quick Replies

  • Preset message buttons
  • Macro support in quick replies
  • Import/export QR sets
  • Character-specific QR sets
  • Conditional quick replies
  • Quick reply categories/folders

Why Important: Speeds up common actions and reduces repetitive typing in roleplay scenarios.

2. Macro System

  • Basic macros ({{user}}, {{char}}, {{random}}, etc.)
  • Date/time macros
  • Conditional macros
  • Custom macro definitions
  • Nested macro support
  • Macro debugging

Why Important: Makes prompts and messages dynamic and reusable across different scenarios.

3. Regex Scripts

  • Global and character-scoped scripts
  • Text transformation on messages
  • Auto-markdown formatting
  • Import/export regex presets
  • Regex testing interface
  • Script priority/ordering

Why Important: Allows automatic text formatting, correction, and enhancement without manual intervention.

4. Hotkey System

  • Customizable keyboard shortcuts
  • Quick actions (regen, edit, delete, etc.)
  • Markdown formatting hotkeys
  • Quick Reply hotkeys
  • Navigation hotkeys
  • Hotkey conflict detection

Why Important: Power users rely on keyboard shortcuts for efficient workflow.

Phase 7: Polish & UX (Ongoing)

Goal: Better user experience for roleplay

1. Instruct Mode Support

  • Preset templates (Alpaca, ChatML, Llama, etc.)
  • Custom template creation
  • Auto-detect model format from API
  • Instruction wrapping for system/user/assistant messages

Why Important: Ensures compatibility with instruction-tuned models that expect specific formats.

2. Export/Import Improvements

  • Export chats as markdown
  • Export chats as formatted text
  • Export chats as JSON with metadata
  • Import chats from other formats
  • Bulk character import
  • Character pack support (multiple characters + lorebooks)

Why Important: Sharing and migrating content between platforms and backing up work.

3. UI Enhancements

  • Message timestamps
  • Character indicators in messages
  • Better settings organization (categories, search)
  • Theme customization (colors, fonts, etc.)
  • Compact/cozy view modes
  • Responsive design for different screen sizes
  • Accessibility improvements

Why Important: Better UI means less friction and more immersion in roleplay.

Implementation Priority Ranking

Must-Have for Basic Roleplay:

  1. World Info/Lorebooks - Core feature for consistent roleplay
  2. Author's Note - Better prompt control than system prompts alone
  3. Token Counter - Visibility into what's happening
  4. Message Examples Usage - Better character accuracy

Important for Good Roleplay:

  1. User Personas - Identity management
  2. Chat Branching - Non-linear exploration
  3. Enhanced Message Controls - Fine-grained editing
  4. Jailbreak Templates - Handle various scenarios

Great for Enhanced Experience:

  1. Expression Sprites - Visual immersion
  2. Quick Replies + Macros - Efficiency
  3. Context Templates - Model compatibility
  4. Group Chats - Complex scenarios

Nice to Have:

  1. Timeline Visualization - Advanced branch management
  2. Regex Scripts - Automation
  3. Hotkeys - Power user efficiency
  4. Smart Context Management - Optimization

Research Sources

This roadmap is based on research into SillyTavern's features and best practices from the roleplay AI community:

  • SillyTavern official documentation (docs.sillytavern.app)
  • Character card specifications (V2/V3 format)
  • Community presets and guides on HuggingFace
  • Roleplay community feedback and feature requests

Technical Considerations

Data Structures Needed:

  • Lorebook entries (keyword, content, priority, insertion order, depth)
  • Personas (name, description, avatar, chat/character locks)
  • Chat branches (branch point, parent branch, metadata)
  • Expression mappings (emotion → image file)
  • Quick replies (text, macros, conditions, categories)
  • Context templates (format strings, variables, presets)

Backend Changes Required:

  • Context assembly refactor (modular system for injecting different sources)
  • Token counting integration (model-specific tokenizers)
  • Sentiment analysis (local model or API integration)
  • Branching chat storage (tree structure instead of linear)
  • Group chat message routing (multi-character generation)

UI Additions Needed:

  • Lorebook editor panel
  • Persona management panel
  • Branch visualization widget
  • Token counter display
  • Group chat member list
  • Quick reply buttons
  • Expression sprite overlay
  • Context template editor

Version Milestones

v0.2.0 - "Roleplay Foundation"

  • World Info/Lorebooks
  • Author's Note
  • Token Counter
  • Better Message Controls

v0.3.0 - "Character Enhancement"

  • User Personas
  • Expression Sprites
  • Message Examples Usage
  • Jailbreak Templates

v0.4.0 - "Advanced Chat"

  • Chat Branching
  • Timeline Visualization
  • Group Chats (basic)

v0.5.0 - "Power User"

  • Quick Replies
  • Macros
  • Regex Scripts
  • Hotkeys

v1.0.0 - "Feature Complete"

  • All planned features implemented
  • Polished UI
  • Comprehensive documentation
  • Import/Export from SillyTavern

Notes

  • Focus on compatibility with SillyTavern where possible (character cards, lorebooks, etc.)
  • Keep performance in mind - roleplay sessions can be long
  • Maintain desktop-first design - power users prefer desktop interfaces
  • Consider offline-first approach - local models are popular for roleplay
  • Remember privacy - roleplay content is often sensitive

Last updated: 2025-10-14

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