refinement

Turn the rough draft into structured rules for the production tree,
progression pacing, and balancing: resource phases, ratio curve,
shortcut recipes, refactorability, cost archetypes, threat model,
drop pacing, scrap/block economies, and numeric guardrails.

Includes agreed decisions: ship scrap derived from threat via a
scrap_per_threat key, no duplicate schematic drops (Mk2 upgrade
recipes deferred to future work), removal of ship levels, and an
action-item list for the follow-up requirements/code changes.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DyCu8vwChKMbLJQ3xosYEN

docs/progression_design.md

@@ -0,0 +1,318 @@
+# Progression & Balancing Design
+
+Rules and principles that govern the production tree, progression pacing,
+and balancing. This document contains **rules only** — concrete content
+(item lists, recipes, unlock levels, stat numbers) lives in the config files
+and `content_design.md`; those numbers must follow the rules stated here.
+
+## Player-experience goals
+
+What each phase of a run should feel like:
+
+- **Early:** learning belts and ratios with forgiving chains. The building
+  block economy is the main constraint; the player bootstraps a
+  self-sustaining factory from the starting stock.
+- **Mid:** deeper chains, the first real ratio puzzles, and the first
+  meaningful drop decisions (which schematic, when to push).
+- **Late:** combat feeds the factory — capital production requires salvage.
+  Progress means extending and refactoring the existing factory, not
+  rebuilding it. Strange ratios are deliberate optimization puzzles.
+
+Overarching: an experienced player gains efficiency through **knowledge** —
+layout foresight, understanding chains, exploiting shortcut recipes — never
+through hidden mechanics. An inexperienced setup should not cost much more
+than an experienced one; experience pays off in how easily the factory
+adapts later (see Refactorability).
+
+## Resource phases
+
+- A run has exactly **four base inputs**:
+  1. Two mined ores available from the start.
+  2. A third mined ore unlocked mid-game (slower to mine than the starting
+     ores).
+  3. A fourth input unlocked late-game, obtainable **only** from
+     reprocessing salvaged scrap.
+- The fourth input is the core loop hook: capital ship production requires
+  fighting (salvaging and reprocessing), not just mining.
+- There is no direct "resource unlock" mechanism. Miner recipes unlock
+  **implicitly** (REQ-LOCK-IMPLICIT) when some unlocked schematic's material
+  chain reaches that ore. Resource pacing is therefore controlled entirely
+  through the `unlock_at_station_level` values of ships, modules, and
+  assembler recipe schematics — and the content must guarantee that the
+  chains actually connect (a mid-game schematic must require an item whose
+  chain reaches the third ore, or the ore never unlocks).
+
+## Production tree rules
+
+### Structure
+
+- **Each phase transition adds exactly one new base input chain.** A base
+  input is a bottom-level resource entering the factory from outside — a
+  mined ore or the scrap-only input. The early game starts with two ores
+  as the baseline; the transition to mid adds one (the third ore), the
+  transition to late adds one (the scrap-only input). No transition ever
+  introduces more than one unfamiliar bottom-level chain, so the factory
+  grows in one direction at a time.
+- **Intermediates are generic shared parts.** Keep the item count low —
+  modules and hulls of a tier draw from a shared pool of that tier's and
+  lower tiers' intermediates rather than each having bespoke inputs.
+- **Thematic naming over thematic items.** Inputs should be plausible for
+  what the recipe produces (crystals for lasers, heat sinks for bigger
+  lasers). Achieve this through naming and chain membership, not by adding
+  item types: rename a generic part, don't add a parallel one.
+
+### Ratios
+
+- **Ratio "niceness" degrades with tier.** The producer:consumer ratios
+  needed for 100% throughput follow a curve:
+  - Tier 1 (ore → basic material): trivially nice (e.g. 1:1 or 1:2
+    miner:smelter).
+  - Tier 2: slightly complex but still clean (e.g. 2:3).
+  - Higher tiers: increasingly strange ratios, as deliberate optimization
+    puzzles.
+- Exceptions in both directions are allowed when there is a reason — a
+  clean late chain as a breather, an odd early chain as a teaser — but the
+  curve is the default.
+
+### Shortcut recipes
+
+- Some strange chains get a **shortcut recipe**: an explicitly unlockable
+  assembler recipe schematic (`unlock_at_station_level ≥ 0`, drop-only per
+  REQ-LOCK-EXPLICIT) that skips a step (e.g. t1 → t3 directly) and yields
+  nice ratios for a chain whose base path is strange.
+- **Not every strange chain gets a shortcut.** Some strangeness is
+  permanent; the absence of a fix is a valid design choice.
+- **Shortcuts drop only for known chains.** A shortcut recipe enters the
+  drop pool only when both its input items and its output item are
+  already unlocked (in addition to the station level check). The player
+  is never offered a shortcut for a chain they have not built yet. The
+  output-item half of this check already exists in
+  REQ-DEF-SCHEMATIC-DROP; the input half is new (see Action items).
+- **Shortcuts are pure rewards, never balance factors.** An item's threat
+  value is the *maximum* across its producing recipes (REQ-THREAT-ITEM), so
+  unlocking a cheaper recipe does not lower the item's threat accounting —
+  the player gains real factory efficiency without their ships being
+  valued cheaper and without enemy wave budgets shifting. Consequently:
+  **balance every chain around its base (expensive) path**; the shortcut's
+  savings define the size of the reward.
+
+### Refactorability
+
+- **Rule (the property):** unlocking the next tier or size of a thing must
+  be a *local edit* of the existing production line — adding assemblers
+  and belts, or replacing a machine or two in place — never a rebuild of
+  the line.
+- **What this buys the player:** foresight pays off in space, not blocks.
+  An experienced player leaves a little slack in the middle of a line,
+  knowing the next size or tier upgrade means tearing out one assembler
+  and a few belts there and inserting the new step — plus maybe swapping
+  a recipe or two elsewhere — while the rest of the line keeps running
+  untouched.
+- **Default technique:** the bigger version introduces one new intermediate
+  that is produced from a subset of the smaller version's inputs (possibly
+  plus one additional low-tier material), and otherwise reuses the smaller
+  version's inputs. Existing lines keep running and feed the new
+  intermediate's assemblers.
+- The property is the rule; the technique is only the default. It may be
+  broken where it fights thematic plausibility, as long as the property
+  still holds.
+
+## Cost archetypes
+
+Every item has two cost knobs: **material quantity** and **cycle time**.
+Both feed the threat value identically (threat = recursive
+production-seconds, REQ-MOD-THREAT), so the split between them does not
+change what an item is *worth* — it changes what kind of **factory
+pressure** it creates:
+
+- **Material-heavy, fast** (e.g. armor plates): simple items; stress belt
+  throughput, splitter logistics, and miner/smelter counts.
+- **Time-heavy, lean** (e.g. shield modules): technically complex items;
+  few inputs — possibly higher-tier ones — but long cycles; stress
+  assembler counts and parallelization.
+
+**Rule:** each module family commits to a clear archetype, so factories
+supporting different fleet doctrines feel structurally different to build.
+
+## Threat model (balancing backbone)
+
+- Threat cost = total recursive production-seconds (REQ-MOD-THREAT). One
+  factory-second equals one threat; player output and enemy wave budgets
+  are denominated in the same currency.
+- **Rule: combat power per threat is roughly constant** across all ships,
+  modules, and tiers. Higher tiers are better per *ship* and per *module
+  slot*, not per invested factory-second — their advantage is
+  concentration (fewer, bigger things; slot geometry per
+  `content_design.md`) and qualitative capabilities, not a better exchange
+  rate. Deviations from this rule are deliberate and documented.
+- **Difficulty race:** the enemy threat rate (`threat_rate_formula`) is
+  tuned against the factory output (threat/s) achievable by a competent
+  player — slightly below it early, crossing above it eventually. The game
+  is endless; enemy scaling must ultimately outpace any factory, and
+  player skill shifts *when*, not *whether*.
+- **All time scaling lives in the threat rate** — waves get bigger, ships
+  of a given schematic never get individually stronger. There is no ship
+  level dimension: stat formulas are plain values, and per-ship level
+  scaling (`ship_level_formula`) does not exist (see Action items). Push
+  scaling on enemy defence stations is the separate, player-triggered
+  difficulty axis and keeps its level formulas.
+
+## Unlock & drop pacing
+
+- **Starting set rule:** the schematics unlocked at game start
+  (`unlock_at_station_level = -1`) must be exactly enough to reach the
+  first push unaided — a functioning block loop, small hulls, a basic
+  weapon, and the salvage loop. Nothing more.
+- The `unlock_at_station_level` ladder mirrors the resource phases:
+  mid-tier hulls/modules/recipes at low station levels, capital content at
+  higher levels. A schematic must not become available before the chains
+  its materials need can be unlocked alongside it.
+- **Schematics can require other schematics.** Beyond the station-level
+  gate, a schematic (ship, module, or assembler recipe) may list
+  prerequisite schematics that must already be unlocked before it enters
+  the drop pool — e.g. the medium laser requires the small laser; a
+  future Mk2 requires its base version. Station level gates the earliest
+  *when*; prerequisites gate the *order*, keeping drop offers coherent
+  with what the player already owns.
+- **No duplicate drops.** Ship and module schematics leave the drop pool
+  once owned, exactly as assembler recipe schematics already do. There are
+  no schematic level-ups; player power grows through unlock breadth and
+  factory scale only, which keeps power-per-threat exact on both sides.
+  The pool therefore shrinks over a run and late pushes increasingly offer
+  artifacts — intended: the late game is a race for the win condition.
+  Per-item progression may return later as Mk2 upgrade recipes (see Open
+  tasks), never as free level-ups.
+- **Artifacts trade power for progress.** Artifact options compete with
+  schematic picks in the same choice dialog; the artifact chance must be
+  tuned so that taking one is a real decision (giving up a level-up or
+  unlock), not automatic in either direction.
+
+## Scrap & reprocessing economy
+
+- Scrap is the bridge from combat back into the factory, with two sinks:
+  **smelting** (same basic materials as ore — the safe, boring option) and
+  **reprocessing** (probabilistic higher intermediates, including the
+  late-game input — the gamble that eventually becomes mandatory).
+- The reprocessing output pool renormalizes over implicitly unlocked items
+  (REQ-LOCK-REPROCESSING-POOL), so its output quality improves
+  automatically as the run progresses. **Rule:** weights are authored for
+  the *fully unlocked* pool state; early-game behavior falls out of
+  renormalization for free and needs no separate staging.
+- **Rule: ship scrap drops are derived, never authored.** A destroyed ship
+  drops `threat cost × scrap_per_threat` (a `world.toml` key), with the
+  threat cost computed from its actual hull plus installed modules
+  (REQ-MOD-THREAT) — a kitted-out ship drops more scrap than a bare hull
+  automatically. `ships.toml` carries no scrap value. Defence stations are
+  the exception: they keep authored `scrap_drop_formula`s, because pushing
+  rewards are tuned independently of ship production costs.
+- Consequence: the threat value of scrap is the constant
+  `1 / scrap_per_threat`. The min-`scrap_drop` schematic derivation
+  (REQ-THREAT-SCRAP) and its potential circularity disappear.
+- **Rule:** the late-game input's income rate meaningfully gates capital
+  production — unlocking a capital hull must not mean spamming it; the
+  input trickles in slowly enough that every capital ship is a noticeable
+  investment. The tuning target is relative, not absolute: assume a
+  reference player who destroys and salvages roughly the threat the game
+  spawns ("fighting at parity"), and tune `scrap_per_threat`, the
+  reprocessing weights, and capital material costs so that this player
+  affords roughly N capital ships per boss cycle. An absolute income rate
+  would be meaningless (income depends entirely on how much the player
+  fights) and would not self-scale; per boss cycle, the target tracks the
+  threat rate as it steps up.
+
+## Building block economy
+
+- Building blocks are the only global currency and the early game's
+  central constraint. The early game is a bootstrap problem: convert the
+  starting stock into a self-sustaining block loop before the first waves
+  bite.
+- **Rule:** the starting stock suffices for a minimal block loop plus the
+  first shipyard — with a little slack for beginner mistakes, but not
+  enough to skip the loop entirely.
+- **Rule:** asteroid expansions compete with buildings for the same
+  currency. Expansion pricing makes "more space" a real alternative to
+  "more stuff", not an afterthought.
+
+## Numeric guardrails
+
+Constraints that every recipe must respect, independent of tuning:
+
+- **Belt throughput:** belt speed and per-tile capacity cap how fast a
+  single belt can feed an input. A recipe whose per-cycle inputs cannot be
+  sustained by one belt per input at 100% duty cycle is a *deliberate*
+  design (forcing parallel belts/splitters as part of a high-tier puzzle)
+  — never an accident of quantity choice.
+- **Buffer burstiness:** input buffers hold 2× the per-cycle amount
+  (REQ-MAT-INPUT-BUFFER), so large per-cycle quantities create bursty belt
+  demand. Low tiers prefer small quantities with short cycles; big-batch
+  recipes are reserved for high tiers where burstiness is part of the
+  puzzle.
+- **Cycle times scale with tier** monotonically — a higher-tier item never
+  has a shorter total chain time than a lower-tier item of the same role.
+
+## Open tasks / future work
+
+- **Rework `recipes.toml`** once the rules in this document are fixed: the
+  current tree feels too close to Factorio; apply the thematic-naming rule
+  and the ratio curve to it (renames and quantity changes, not new items).
+- **Balancing pass** (see placeholders in `content_design.md`): set the
+  `unlock_at_station_level` ladder, real threat costs and
+  `default_modules`, reprocessing weights, and the threat-rate formulas
+  according to the rules above.
+- **Mk2 upgrade recipes** — the deferred design for per-item progression,
+  to revisit once the config has stabilized. A duplicate-style drop
+  unlocks a distinct `*_mk2` item whose recipe consumes the Mk1 item plus
+  higher-tier parts. This preserves power-per-threat (the extra power is
+  paid in real production-seconds, since threat is recursive), satisfies
+  the refactorability rule (the Mk1 line keeps running and feeds one new
+  assembler), and keeps balancing one-dimensional (no level variable
+  anywhere). Enemy-side progression happens via `default_modules`
+  variants per era instead of a level formula.
+
+## Action items — changes beyond this document
+
+Agreed changes that require edits to `requirements.md`, the code, and the
+configs:
+
+1. **Derive ship scrap from threat.** Add `scrap_per_threat` to
+   `world.toml`; remove `[ship.loot].scrap_drop` from `ships.toml`; update
+   REQ-RES-SCRAP-DROP; replace REQ-THREAT-SCRAP with the constant
+   `1 / scrap_per_threat`. Station `scrap_drop_formula`s stay.
+2. **Remove schematic upgrades.** Owned ship/module schematics leave the
+   drop pool (REQ-DEF-SCHEMATIC-DROP); drop the new-unlock/level-up
+   annotation from the choice dialog; remove `player_production_level`
+   from `ships.toml`, `modules.toml`, and the code paths that increment
+   and evaluate it (REQ-BLD-SHIPYARD, REQ-MOD-CONFIG).
+3. **Remove ship levels entirely.** Delete `ship_level_formula`
+   (REQ-WAV-SHIP-LEVEL); replace all stat formulas in `ships.toml` and
+   `modules.toml` with plain values (REQ-SHP-STATS, REQ-MOD-CONFIG,
+   REQ-MOD-STAT-CALC evaluation rules). Enemy defence stations keep their
+   station-level formulas — push scaling is unaffected.
+4. **Balancing tool follow-up.** Remove the per-ship-entry `level` from
+   `balancing.toml` and the `L<level>` display format (REQ-BAL-TEAM,
+   REQ-BAL-CONFIG-GAME, REQ-BAL-UI-WIDGET, REQ-BAL-UI-INSPECT-WINDOW);
+   station entries keep their level. Ship stats panels no longer evaluate
+   at a level (REQ-MOD-UI-STATS-PANEL, REQ-UI-SHIP-STATS-PANEL).
+5. **Fill unfillable schematic slots with artifacts.** With duplicates
+   removed, the schematic drop pool can run dry — previously unreachable.
+   Decision: every slot in the choice dialog that cannot be filled with a
+   schematic because the eligible pool is exhausted is filled with an
+   artifact option instead (in addition to any artifact option granted by
+   the regular artifact roll). A push therefore always awards a full
+   dialog. Update REQ-DEF-SCHEMATIC-DROP.
+6. **Confirm wave scaling carries alone.** With per-ship level scaling
+   gone, `threat_rate_formula` is the only time-scaling axis; verify the
+   current `world.toml` values still produce the intended difficulty
+   curve (the config reportedly already runs with a flat ship level, so
+   this is likely a review, not a retune).
+7. **Gate shortcut-recipe drops on their inputs.** Extend the assembler
+   recipe schematic pool eligibility in REQ-DEF-SCHEMATIC-DROP: in
+   addition to the existing station-level and output-item checks, all of
+   the recipe's input item types must be implicitly unlocked as well.
+8. **Schematic prerequisites.** Add an optional prerequisite list to
+   ship, module, and assembler recipe schematic entries (e.g.
+   `unlock_requires = ["laser_cannon_s"]`): a schematic enters the drop
+   pool only when every listed schematic is already unlocked, in addition
+   to the station-level check. Update REQ-DEF-SCHEMATIC-DROP and
+   REQ-LOCK-EXPLICIT. This is also the mechanism the future Mk2 design
+   builds on (`*_mk2` requires the base schematic).