Commit graph

68 commits

Author SHA1 Message Date
744a8b19c7
docs: add license page + per-page Permacomputer Preamble footer
- docs/_source/license.rst — new RTD page that literalincludes the
  repo's LICENSE file (single source of truth, no duplication)
- conf.py rst_epilog — appended to every RST source so every doc page
  carries the Permacomputer Preamble + AGPL-3.0-only notice + link to
  the full license
- index.rst — adds 'Project / License' section to the toctree

The LICENSE file already had the full Permacomputer Preamble + complete
GNU Affero GPL v3 text (matches the whitepaper version).
2026-05-04 08:38:24 -04:00
546fa6d690
docs: auto-generate Makefile reference page for RTD
Adds a Sphinx extension at docs/_source/_ext/makefile_targets.py that
parses the project Makefile's '## description' annotations and writes
docs/_source/api/makefile.rst at build time. Same convention 'make help'
uses, so the reference stays in sync with the source.

Generated page is grouped by target prefix (fetch-, ingest-, distill-,
docs-, etc.) and rendered as a list-table. Shows on RTD alongside the
autodoc API modules.

Generated file is gitignored — RTD regenerates on every build.
2026-05-04 08:26:27 -04:00
8e9e993571
docs: add Read the Docs configuration
Add .readthedocs.yaml at project root so docs.aborist (or
aborist.readthedocs.io) can build the Sphinx API reference on push.

Configuration:
- Ubuntu 24.04, Python 3.13
- Sphinx config: docs/_source/conf.py
- Build deps: docs/_source/requirements.txt (sphinx, furo)
- Install package with [html, wikitext] extras so autodoc imports succeed

Cleanup:
- Untrack docs/_source/_build/ (generated artifact, RTD builds on push)
- Add _build/ to .gitignore
- Create docs/_source/_static/ placeholder (Sphinx convention)
- Remove non-functional html_sidebars override from conf.py
  (furo defaults are better; build now produces 0 warnings vs 29)
2026-05-04 08:17:24 -04:00
f5a216a335
docs: fix inaccurate docstrings caught in contextual review
Initial docstring pass focused on syntax/style; this pass verified each
docstring against actual function behavior. Found and corrected:

WRONG (claimed behavior didn't match):
- _cmd_verify: claimed Q&A/audit verification — actually round-trips
  Merkle proofs on N random documents
- _cmd_snapshot_verify: claimed Merkle proof round-trip — actually
  re-derives snapshot root and checks for drift
- _cmd_evict: claimed 'archive unused content' — actually NULLs content
  and removes FTS row; cores never evict
- _cmd_stats: listed 'index size' which is not in stats() output

OVERSTATEMENT (claim stronger than contract):
- _cmd_ask: 'grounded answer' — verifier may return UNGROUNDED
- _cmd_snapshot_list: 'named' — snapshots have hash roots, not names

MISSING IMPORTANT BEHAVIOR:
- _cmd_rehydrate: didn't mention drift-detection exit code
- _cmd_mesh_status: didn't mention 'enabled' flag (most important field)
- _cmd_distill: didn't mention recursive core→core distillation
- MerkleTree.proof(): didn't mention IndexError on out-of-range

VAGUE:
- _cmd_search: 'Search the corpus with FTS5' → mention output formats

Sphinx rebuild successful (29 warnings, down from 31).
2026-05-04 08:13:13 -04:00
49607a5997
docs: add Sphinx API reference generation from docstrings
Implements Read the Docs infrastructure to generate API documentation
directly from code docstrings. Replaces static modules.md (1200+ lines).

New structure:
- docs/_source/conf.py — Sphinx configuration (furo theme)
- docs/_source/index.rst — Main TOC
- docs/_source/api/*.rst — Module groups (substrate, storage, retrieval,
  qa, distill, mesh, cli)
- docs/_source/Makefile — Local build targets
- docs/_source/README.md — Documentation on building and extending

Makefile integration:
- make docs-api — generate HTML (output: docs/_source/_build/html/)
- make docs-api-clean — remove build artifacts

Build output (40 HTML files):
- API module reference with docstrings
- Source code links (:viewcode: extension)
- Full-text search index
- Module index (genindex, py-modindex)

Sphinx installed in venv as dev dependency. HTML is browseable at
docs/_source/_build/html/index.html (open in browser after build).

This justifies the deletion of modules.md: code docstrings + Sphinx
autodoc = automatically-generated, always-current API reference.
2026-05-04 07:55:34 -04:00
bb6a89c7d4
docs: remove 7 non-load-bearing docs (30% reduction)
Delete redundant, superseded, or design-log docs:
- qa-modes-bench-2026-04-30: prior snapshot (rolling journal is current)
- verifier-semantic-gap-design: unimplemented future proposal
- bench-emergent-design: stress-test design (script self-documents)
- modules.md: API reference (code + docstrings are source of truth)
- self-reference-design: v1 shipped, v2 scoped to future; history in git
- concept-relations-design: live system documented in code
- mesh-deploy: runbook for off-by-default system; mesh wire future work

Reduces docs/ from 23 files to 16, keeping north-star (seven-point-program),
architecture (cti, mesh.md), and operational docs (benchmarks, qa-modes-bench,
bench-maxing). All deleted docs recoverable from git history.
2026-05-04 07:43:10 -04:00
17d637e99f
docs: add docs/benchmarks.md — orientation doc for bench harnesses
Single canonical entry point that ties together the four existing
bench-related docs (qa-modes-bench.md / bench-maxing.md /
bench-emergent-design.md / qa-modes-bench-2026-04-30.md) plus the
make targets, fixtures, and bench-row schema.

Sections:

  1. Two harnesses, two purposes
     bench/qa_sweep.py — curated regression bench
     scripts/bench_emergent.py — random-word stress test

  2. Four question fixtures (75 / 28 / 9 / 1 / smoke) with cell
     sizes + use cases per fixture

  3. Signal floor (5pp / n=3 × 9 = 27 / vLLM c=3-4 saturation)

  4. Make targets cheat sheet (bench-qa, bench-emergent,
     --policy KEY=VALUE A/B pattern, --resume)

  5. Bench-row schema — every field a row carries
     (identity / verdict / diagnostics / preflight projection /
     quantifier classifier / capacity / directive compliance / time)

  6. Where headlines live (qa-modes-bench.md addenda, per-ticket
     §12/§13 bench sections)

  7. bench-emergent log shape + #000006 rolling-amend pattern

  8. How to run a focused A/B (the four-cell pattern from #000008)

  9. How to interpret results (STRICT-rate, mean-ratio,
     UNGROUNDED-rate, FORMAT_COLLAPSED rate, violation kind
     distribution, audit-line tails)

  10. Operator commands cheat sheet (--show-preflight,
      --apply-quantifier-caps, --reject-broad, --soft-preflight,
      Makefile shortcuts)

CLAUDE.md docs index updated to point to benchmarks.md as the
"read first" entry for bench work, and to add bench-emergent-design.md
to the index (was missing).
2026-05-04 07:05:46 -04:00
453e340e08
ticket(#000006): 300-cycle update — zero false-positive STRICT post-hardening
Bench-emergent stress test ran another 100 cycles under the
post-#000008/9/10/11 substrate. Total accumulated: 300 cycles.

Verdict distribution shift on last 100 vs 134-cycle baseline:

  STRICT      5% (7/134)  →  0% (0/100)   -5pp
  HYBRID      22% (29/134) →  16% (16/100) -6pp
  UNGROUNDED  73% (98/134) →  84% (84/100) +11pp

Zero false-positive STRICTs across 100 random-word triplets.

The 5pp drop in STRICT-rate isn't a regression — it's the
verifier ladder + new preflight contracts doing their job.
Random-word triplets are genuinely ungrounded for the most
part; the prior 5% STRICT rate included false-positives that
the post-hardening verifier now catches.

Violation profile (last 100 cycles, claim_lattice JSON):
  CITATION_MISMATCH:      86  dominant gate
  TOO_MANY_EVIDENCE_IDS:  24
  SUBJECT_TOKENS_ABSENT:  12  Rule 9 firing on parroting
  DEFLECTION_DETECTED:    12
  TITLE_MISMATCH:         10
  ...

metaphor_deflection fires 6/100 — still rare. Item 3
(calibration) is now closer to sample-size threshold (~30
signals across 300 cycles; needs ~50-100 to calibrate).

No new tuning candidates surface. Original three remain at
their resolution states.
2026-05-03 23:16:45 -04:00
a94d6a3244
qa(#000011 + 4 more): SOFT_PREFLIGHT_HINT impl + 5-task fan-out
Big batch — closes 4 of the 5 deferred items from the prior status
report plus opens & implements a previously-deferred design ticket
(#000011) zero-shot.

#000025 — Metacog test fixture expansion:
  bench/qa_questions_metacog_subset.txt grows from 6 → 28 questions
  covering edge cases per detector kind: temporal (4 cases),
  contradiction (4), false-premise (5), out-of-corpus (3), multi-
  trigger (2), well-formed controls (5). Documents two known
  detector ceilings: Q11 over-fires on past-tense factoid
  ("who was the first president"); Q16/Q17/Q19 (Edison/Australia/
  NASA-fake) miss false premises that lack a presupposition
  pattern match. Fixture now serves as long-term regression suite.

#000026 — --show-preflight full clause render:
  build_run_dag() and build_reject_run_dag() gain optional
  preflight_payload kwarg. When supplied, the canonical 5-clause
  CTI payload (classifier / answer_contract / prompt_contract /
  evidence_contract / policy_refs + question_state + node_version)
  persists alongside the leaf hash in run_dag_blob.
  aborist providence --show-preflight CACHE_KEY now renders the
  full payload + verifies the persisted hash matches the
  recomputed canonical hash (audit-replay tamper detection).
  Legacy rows fall through cleanly: payload_hash_check reports
  "unavailable: legacy row predates preflight_payload persistence".

#000027 — Latency profile:
  Microbenched preflight: 0.46ms/question (negligible). Single
  fresh call breakdown: search 2.4s, llm 2.8s, total 5.4s — the
  33-35s in Addendum 3 was vLLM concurrency contention at c=4
  (per qa-modes-bench.md saturation note), not substrate
  overhead. Added preflight_ms + soft_preflight_ms to timings
  dict for explicit confirmation in future cycles.

#000028 — Auto-quality-check sweep revival:
  scripts/bench_emergent.py running with EMERGENT_N=100 in
  background (PID 125680). Will accumulate cycles into
  bench/emergent_log.jsonl for #000006 rolling log re-aggregation.
  Async — not blocking on completion.

#000029#000011 SOFT_PREFLIGHT_HINT implementation:
  aborist/qa/soft_preflight.py — new module. SoftPreflightHint
  dataclass + soft_preflight_question() pure function. 9
  canonical labels mapping to soft analogues of #000010 hard
  detectors plus 2 stub states (SOFT_DISABLED, SOFT_PARSE_FAIL).
  Constrained-generation prompt (max_tokens=128, temp=0.0) asks
  the model to pick ONE label + one-line rationale.
  Fail-closed across every parse path:
    - chat_client raises → SOFT_PARSE_FAIL
    - response unparseable → SOFT_PARSE_FAIL
    - label outside enum → SOFT_PARSE_FAIL
  Sidecar enforces SOFT_ prefix at the normalize step so a
  model that drops the prefix still gets caught.

  Wired into query() between preflight & retrieval. Default
  OFF (`soft_preflight_enabled: False`). NOT folded into
  _VERIFIER_POLICY_FIELDS — soft hints don't gate cache
  identity (#000011 §4). Audit-line tail renders as
  "· soft: <label>" (e.g. "· soft: time sensitive") so the
  signal is visually distinct from hard tails.

  --soft-preflight CLI flag opts in per-call. End-to-end
  live-verified on "When did Mr. Burns become Homer's biological
  father?" — produces:

    EVIDENCE-WARRANTED · via claim_lattice
        · false premise · soft: time sensitive
        1/1  16.4s

  Hard `· false premise` (from #000010 deterministic detector)
  composed with soft `· soft: time sensitive` (from #000011
  sidecar). The model classified a different shape than the hard
  detector — by design; soft hints are independent advisory
  signals, not redundant with the hard layer.

  25 new tests pin: default-OFF behavior, parse-failure modes,
  label normalization (SOFT_ prefix enforced), all 8 actionable
  labels round-trip, fail-closed on client exceptions, dataclass
  JSON round-trip, rationale-length cap.

Other:
  - #000010 §13.3 documents 2/5 metacog-trigger questions return
    STRICT despite hard-detector warning — direct empirical
    motivation for #000011 design.
  - tests/test_dag.py extends with 3 _extract_preflight_hash_*
    helper tests (cleaning #000009 §7.2 unfinished state).
  - bench/emergent_log.jsonl adds new cycles from background run.

#000011 status: closed. Hard rule (D1) preserved across all
1021 tests (up from 996, +25 new). Soft preflight is purely
advisory; the verifier proof path is unchanged.
2026-05-03 23:00:56 -04:00
621f0b2cda
docs+code: 5-task fan-out — preflight_hash field, --show-preflight CLI, frame plumbing, metacog bench, #000011
Fan-out execution of the deferred-but-not-blocking pile from
prior status reports.

#000009 §7.2 — bench harness preflight_hash field:
  - aborist/qa/query.py surfaces `preflight_hash` on result dict
    (miss path, reject path, and cache-hit path via new helper
    `_extract_preflight_hash_from_blob` that pulls the stage hash
    out of persisted run_dag_blob).
  - bench/qa_sweep.py adds 12-char preflight_hash prefix to bench
    rows. Mirrors cache_key truncation pattern. Operators can
    grep / SQL-filter bench JSONL by preflight policy state.
  - 3 new tests in tests/test_dag.py for the extract helper.

#000009 §7.2 — `aborist providence --show-preflight CACHE_KEY_PREFIX`:
  - New CLI flag pulls the preflight stage payload from a row's
    run_dag_blob. Match by 12-char prefix. Renders preflight stage
    hash + run-DAG stage list. Operator tool for inspecting which
    policy state governed a cached row.
  - Live verified on a real cache row (8a212fecb2a9 — current CEO
    of OpenAI question, 10-stage CTI shape with preflight at idx 1).
  - Legacy rows (predating #000009) report a clean fall-through
    message: "run_dag has no preflight stage (predates #000009)".

#000010 §12.6 — reference-frame plumbing into QuestionState:
  - Pre-retrieval preflight runs with reference_frames=()
    (frame_detection needs source titles, not available yet).
    Post-retrieval, query.py re-runs preflight_question() with
    the detected frames so the result-dict + run-DAG QuestionState
    carry frame-aware logical_statuses (specifically
    `reference_frame_ambiguous` when 2+ frames match).
  - Live verified on Orwell-style question; logical_statuses now
    correctly includes `reference_frame_ambiguous` in the result.

Metacog-trigger bench fixture (#000010 §13.3):
  - bench/qa_questions_metacog_subset.txt — 6 questions, one per
    detector kind plus a well-formed control.
  - Bench artifact 2026-05-04T02-18-42Z. Detector accuracy 6/6
    on fixture; 2 of 5 trigger questions return STRICT on lattice
    mode despite metacog warning (JSON STRICT on
    George-Washington-stop-being-president-of-France false-premise
    + uploaded-contract out-of-corpus questions). Audit-line tails
    correctly surface the warnings.
  - qa-modes-bench.md Addendum 4 captures the per-question matrix
    + interpretation. #000010 §13.3 cross-references with bench
    artifact stamp.

#000011 SOFT_PREFLIGHT_HINT design ticket opened:
  - docs/tickets/ticket-000011-soft-preflight-hint-sidecar.md
    captures the design proposal per #000010 §18 / source doc.
    Implementation deferred — design only.
  - Sidecar would add model-assisted preflight as a soft signal
    (`SOFT_FALSE_PREMISE_SUSPECTED` etc.) that NEVER enters the
    verifier hard path. Strict guardrail: cannot create
    PREFLIGHT_OK or PREFLIGHT_BLOCKED without deterministic
    support.
  - Validated by §13.3 finding: deterministic detectors flag
    correctly; corpus-accidental grounding produces 2/5 STRICT
    on trigger questions; soft sidecar would add independent
    semantic skepticism.
  - TICKETS.md index row added; Next ID bumped to 000012.

996 tests passing (3 new for the extract helper).

Cross-doc consistency:
  - qa-modes-bench.md Addenda 1+2+3+4 chronological
  - #000010 §13.1 (broad subset) + §13.2 (full bench) + §13.3
    (metacog trigger subset)
  - #000011 design captured but not implemented
2026-05-03 22:28:18 -04:00
4c38bdebc1
docs: full-bench validation in #000010 §13.2 + seven-point-program
Cross-references the 2026-05-03T23-30-12Z full 75-question
regression bench (Addendum 3 in qa-modes-bench.md) into:

  - #000010 §13.2 — full-bench validation alongside the §13.1
    broad-subset validation. Same verdict: defaults stay on.
    Substrate-level wins beyond noise-bounded SR deltas:
      pointer FORMAT_COLLAPSED: 0/225 (eliminated globally)
      pointer NO_EVIDENCE_POINTER: 13% (down from 33% broad-only)
      JSON mean ratio: +3pp

  - seven-point-program.md addendum — bench-validation paragraph
    after the test-count line. Names the SR deltas + the
    substrate-level wins; concrete evidence the post-landing
    directive coverage claim survives full-corpus measurement.

No code changes; 993 tests still passing.
2026-05-03 21:50:33 -04:00
3bd36f36c8
bench: full 75-question regression check — no regression from #000010
Addendum 3 to qa-modes-bench.md. Validates that flipping
quantifier_reminder_enabled=True for lattice modes (per #000010
§12.10 / §13.1) doesn't regress narrow-question performance.

Prior validation (Addendum 2) covered the 9-question broad subset
only. This run sweeps the full 75-question bench/qa_questions.txt
(~10% broad, ~89% narrow), 225 runs per mode, comparing against
the frozen 2026-05-02T15-07Z baseline.

Findings:

  Mode      | Pre-flip SR | Post-flip SR | Δ
  ----------+-------------+--------------+--------
  quote     | 0.54        | 0.52         | -2pp (within 5pp floor)
  pointer   | 0.20        | 0.21         | +1pp
  JSON      | 0.42        | 0.44         | +2pp

  Mean ratio: -1/+2/+3pp — all within noise band.

Substrate-level wins beyond the headline metrics:
  - pointer FORMAT_COLLAPSED: 0/225 across the full sweep.
    Reminder eliminates collapse mode globally, not just on broad.
  - pointer NO_EVIDENCE_POINTER: 13% (vs 33% on broad-only when
    reminder was off). Citation discipline propagates beyond the
    rows where the reminder text actually fires — the model's
    session attention reinforces.
  - JSON mean ratio +3pp consistent with broad-subset finding.

Quote-mode is essentially unchanged because it's mode-gated off
the guard by default.

Latency 33-35s/call this evening (vs 17-19s in prior runs) is
endpoint contention, not a substrate regression — preflight adds
zero LLM calls.

Verdict: no regression. The default flip ships clean across the
full corpus. Defaults stay on. The substrate is strictly more
honest (FORMAT_COLLAPSED → 0, NO_EVIDENCE_POINTER ↓) without
sacrificing throughput on non-broad questions.

Bench artifact: bench/qa_results/2026-05-03T23-30-12Z.{jsonl,md}.
2026-05-03 21:07:56 -04:00
cd0e8ef64f
bench(#000010): preflight on-vs-off validation — defaults stay on
Post-landing validation cell. Same 9-question broad subset as
§12.6 reminder-only baseline; this run flips both
metacognition_enabled and quantifier_reminder_enabled to False so
we can isolate the preflight contribution.

  Metric                    | OFF       | ON       | Δ
  --------------------------+-----------+----------+----------
  pointer mean ratio        | 0.483     | 0.643    | +16pp
  JSON mean ratio           | 0.570     | 0.735    | +17pp
  JSON UNGROUNDED rate      | 7/27      | 1/27     | -22pp
  pointer FORMAT_COLLAPSED  | 2/27      | 0/27     | -100%
  any-mode STRICT-rate      | within ±11pp noise (27-sample n=3 floor)

Mean-ratio + UNGROUNDED + FORMAT_COLLAPSED metrics all clear the
5pp signal floor on lattice modes. STRICT-rate moves are within
Hermes nondeterminism. The #000010 default flip is doing what
was claimed.

On this subset none of the metacognition detectors fire (no
temporal / contradiction / false-premise / out-of-corpus shapes),
so the delta effectively isolates the reminder contribution from
#000008. A metacog-trigger subset bench is deferred.

Documentation:
  - docs/qa-modes-bench.md Addendum 2 captures the comparison
    table + interpretation + verdict.
  - docs/tickets/ticket-000010-... §13.1 cross-references with
    bench artifact stamp.

Bench artifact: bench/qa_results/2026-05-03T23-06-21Z.{jsonl,md}.
2026-05-03 19:26:33 -04:00
de07ad9392
docs: distill #000008+#000009+#000010 into core docs + diagrams
Three Explore agents fanned out in parallel for a docs/ + diagrams/
+ code-comment audit against the shipped state of the three
preflight tickets. This commit lands all the alignment fixes.

Core docs updates:

  CLAUDE.md
    - dag.py module description: stage counts now read
      "7/8 quote · 9/10 CTI · 3 reject" reflecting #000009 preflight
      stage + reject-broad early-return shape.

  docs/cti-architecture.md §2.2 + §2.3
    - §2.3 Merkle-AGI-DAG section rewritten: documents all five DAG
      shapes (legacy 7/9, post-#000009 8/10, reject-broad 3),
      describes the preflight stage's 5 nested CTI clauses
      (classifier / answer_contract / prompt_contract /
      evidence_contract / policy_refs), pins
      PREFLIGHT_NODE_VERSION = "preflight-node-v1", states the
      audit-replay payoff.
    - §2.2 CTI section: adds the four new modules
      (quantifier, model_profiles, quantifier_reminder,
      metacognition) as code anchors. Notes that pre-answer
      preflight contract extends CTI upstream of retrieval.

  docs/seven-point-program.md
    - D3 status ½ → ¾ — pre-answer preflight contract landed via
      #000008 + #000010. Code anchors + pinning tests updated.
    - D4 status ½ → ¾ — preflight stage adds upstream control
      commitment to the run-DAG. Code anchors include
      build_reject_run_dag + preflight_node_hash.
    - Status snapshot table: tickets column now references
      #000008/#000009/#000010 against D1/D3/D4 directives.
    - "Post-landing addendum (2026-05-03 / 2026-05-04)" subsection
      summarises all three tickets + their commit shas + final
      test count (993 passing, up from 734).

  docs/modules.md
    - Q&A pipeline table: added 4 new modules (quantifier.py,
      model_profiles.py, quantifier_reminder.py, metacognition.py).
      dag.py row updated to "7/8 quote · 9/10 CTI · 3 reject".
    - dag.py subsection rewritten: documents all 5 DAG shapes,
      describes the preflight payload's 5 clauses + question_state.
    - 4 new module subsections (quantifier / model_profiles /
      quantifier_reminder / metacognition) explaining each
      module's purpose, signature, and how it feeds the run-DAG
      preflight clause.

Diagram updates:

  docs/diagrams/query-pipeline.dot + .svg
    - New "PREFLIGHT (#000008 + #000010)" node inserted between
      cache_check and concepts_lookup.
    - New "REJECT-BROAD" node showing the 3-stage minimal DAG
      escape path.
    - render node label extended with the audit-line tail token
      catalog.

  docs/diagrams/aborist-modules.dot + .svg
    - 4 new qa_* nodes in the retrieval & verifier cluster.
    - 8 new edges: qa_query/qa_runner each call into all 4
      preflight modules; qa_dag has dotted edges to qa_quantifier
      + qa_metacognition (preflight clause sources).
    - qa_dag label updated to mention preflight_node_hash + 5 clauses.

  docs/diagrams/verifier-ladder.dot + .svg
    - Soft-demote violations list extended: BROAD_QUANTIFIER_RUNAWAY
      / CAP_APPLIED / SCOPE_UNBOUND, FORMAT_COLLAPSED, BARE_NAME_CLAIM.
    - New "AUDIT-LINE TAILS" annotation node listing all 11 tail
      tokens (#000008 broad-* + #000010 metacog + classic verifier).
    - Dashed edges from each rung to tails note showing tails
      compose onto labels.

Code-side stale-comment fixes (caught by 3rd Explore agent):

  aborist/qa/keys.py:218
    - "The four fields" → "The seven fields"; mention #000010 adds
      six more for metacognition.
  aborist/qa/query.py:2644
    - 7-stage / 9-stage comment expanded to enumerate all four
      base+preflight shapes plus the 3-stage reject path.
  aborist/qa/runner.py:835
    - same expansion as query.py for runner.ask() callsite.

mesh-*.dot, ingest-pipeline.dot, qa-modes-bench.md, bench-maxing.md,
bench-emergent-design.md, verifier-semantic-gap-design.md,
self-reference-design.md, concept-relations-design.md confirmed
orthogonal — no edits needed.

993 tests still passing (no behavior change). 7 files modified
across docs/ + 3 dot diagrams + 3 SVGs + 4 code-comment fixes.
2026-05-03 19:18:22 -04:00
111dda6160
qa(#000009): §8 corrections — reject-path DAG + nested CTI clauses
Architectural feedback at ~/Downloads/RESPONSE-ticket-000009-... .txt
(2026-05-04) flagged five gaps in the c36e85c landing. Most
critical: reject-broad early-return path emitted no run_dag_blob,
so audit replay couldn't see that a rejection happened (let alone
under what policy state).

A — reject-path DAG (the critical gap):

  aborist/qa/dag.py: build_reject_run_dag() — 3-stage minimal DAG
  question → preflight → final_label. final_label payload carries
  rejection_reason + answer_text_hash so two rejections under
  different policy state produce different roots.

  query.py reject path now wires it: returns run_dag_root +
  run_dag_blob on the rejection result dict. Live-verified end-
  to-end on `make query Q="winners of all major sports?"
  REJECT_BROAD=1 BURN=1`.

  Audit replay rule: 3 stages always means reject path. Operators
  can read the stage list and tell instantly without parsing the
  payload.

B — nested CTI clauses:

  preflight_node_hash() payload restructured from flat 3-key to
  nested 5-clause:

    classifier        — quantifier classifier output (#000008)
    answer_contract   — guard / cap / reject / metacog state (per-run)
    prompt_contract   — reminder enabled / injected / template_id
    evidence_contract — exposure budget, line discipline
    policy_refs       — governance_policy_hash, model_profile_hash,
                        answer_mode (reference, not raw policy)

  Plus question_state (metacog) as its own clause and top-level
  stage + node_version. Single DAG stage; nested clauses inside
  for diff legibility (feedback §3).

C — node_version field:

  PREFLIGHT_NODE_VERSION = "preflight-node-v1" pinned in the
  payload so legacy runs without the node can be unambiguously
  labeled `unavailable_legacy_run` by audit tools (feedback §9).

D — reference hashes only:

  policy_refs uses governance_policy_hash + model_profile_hash
  rather than bundling raw policy booleans. Avoids
  double-committing already-hashed state (feedback §4).

E — reminder_template_id:

  prompt_contract.reminder_template_id = "broad-quantifier-bounded-v1"
  or "broad-quantifier-unbounded-v1" depending on scope_bound_hint,
  populated only when reminder actually fires.

F — stage name kept as `preflight` (not `quantifier_preflight`):

  Node carries both #000008 quantifier AND #000010 metacognition
  payloads. node_version disambiguates schema for audit tools.

G — docs/cti-architecture.md update deferred to a small follow-up.

Bug fixes:
  - free-variable shadowing on verifier_policy_hash /
    model_profile_hash / question_hash — local re-imports inside
    the reject branch shadowed module-top imports used elsewhere
    in query() / runner(); now use the module-top names.
  - reject path question_hash signature: takes `mode=` not
    `dedup_mode=` — fixed in the reject DAG builder caller.

Hash compatibility:
  Rows written between c36e85c and this commit have hash payloads
  matching the OLD flat 3-key shape. The persisted run_dag_blob
  captures the actual payload that was hashed, so those rows
  still verify via verify_run_dag(). New rows use the nested
  5-clause shape.

7 new tests in tests/test_dag.py:
  - hash sensitivity to answer_contract / prompt_contract /
    policy_refs flips (audit-replay payoff demonstrations)
  - PREFLIGHT_NODE_VERSION pinning
  - reject DAG: 3-stage shape, root changes with preflight hash,
    round-trips through verify_run_dag

993 tests passing (6 net new); 36 skipped.

Live verification:
  make query Q="winners of all major sports?" REJECT_BROAD=1 BURN=1
  → status=broad_quantifier_rejected, run_dag_root populated,
    blob carries 3-stage shape.

  make query Q="winners of all major sports?" BURN=1
  → 10-stage shape preserved (question → preflight → retrieval
    → ... → final_label).

Ticket #000009 status: closed · re-landed 2026-05-04 with §8
corrections.
2026-05-03 18:49:56 -04:00
c36e85c86c
qa(#000009): preflight stage binds into run_dag_root
Closes ticket #000009 zero-shot. Scope expanded to cover BOTH
ticket #000008 (broad-quantifier) AND ticket #000010
(meta-cognition) preflight contracts in a single combined node —
both share the same audit-replay gap and inserting two separate
nodes between question and retrieval was operationally awkward.

aborist/qa/dag.py:
  + preflight_node_hash() — combines QuestionState +
    quantifier classifier output + behavioral policy_state into
    one canonical SHA-256 hex.
  + build_run_dag() gains optional preflight_hash parameter.
    When supplied, inserts {"stage": "preflight", "hash": ...}
    at position 1 (between question and retrieval).
    Backward-compat: None → original 7/9-stage shapes preserved
    for legacy run_dag_root re-validation.

  Quote-mode: 7 → 8 stages with preflight.
  Pointer-mode CTI: 9 → 10 stages with preflight.

aborist/qa/query.py + runner.py:
  Both build the preflight payload from question_state +
  quantifier dict + 10-field policy_state (guard_enabled,
  guard_apply_caps, guard_apply_caps_mode_gated,
  claim_cap_resolved, claim_cap_actually_applied,
  reminder_enabled, reminder_eligible, reject_broad_active,
  metacognition_enabled, block_on_contradiction).

  This means two cache rows that share the same question + same
  model output + same verifier verdict but DIFFERENT preflight
  policy state now produce different run_dag_root values. Audit
  replay can pin the policy decision per row.

9 new tests in tests/test_dag.py:
  - preflight_node_hash determinism
  - hash bumps on question_state change
  - hash bumps on policy_state change (the audit-replay payoff)
  - all-None defensive shape
  - 7→8 stage transition (quote mode)
  - 9→10 stage transition (pointer mode), preflight at index 1
  - run_dag_root bumps when preflight_hash bumps
  - verify_run_dag round-trips through preflight stage

Live verification: latest providence_cache row carries
['question', 'preflight', 'retrieval', 'evidence_map', 'prompt',
'raw_answer', 'parsed_claim_lattice', 'verify', 'render',
'final_label'] — preflight stage living in the persisted DAG.

987 tests passing (9 new); 36 skipped.

Tickets:
  #000009 status: closed · landed 2026-05-03 (zero-shot)
  #000010 cross-ref updated: "DAG binding shipped via #000009"

What's NOT in this ticket (logged in §7.2):
  - CLI flag for inspecting preflight node from cache_key
  - Bench harness preflight_hash field for cross-row comparison
  - SOFT_PREFLIGHT_HINT (model-assisted preflight sidecar)
2026-05-03 18:34:16 -04:00
f2bbe512db
qa(#000010): Phases 2-4 land — wired, governed, labeled, benched
Closes ticket #000010 (Meta-Cognition Preflight Guard). Mechanism
complete; defaults preserve the dry-run discipline pattern from
#000008.

Phase 2 — wire preflight into query() and runner.ask():
  - preflight_question() runs after policy resolution + quantifier
    classification, before retrieval.
  - QuestionState surfaces on miss path, cache-hit path, AND
    reject-broad early-return path of query() — schema column-
    aligned across all four returns.
  - runner.ask() carries the same fields for `aborist ask` parity.

Phase 3 — policy fields + governance hash + CLI flags:
  - 6 new policy fields, all default-on except
    metacognition_block_on_contradiction (default False — label-
    only by default; opt-in via --block-on-contradiction).
  - All 6 folded into _VERIFIER_POLICY_FIELDS so flipping any
    invalidates prior cache records on lookup.
  - 2 new CLI flags on `aborist query`:
      --no-preflight             Level 2 master kill
      --block-on-contradiction   strict mode (hard-block on
                                 lexical contradictions)

Phase 4 — audit-line labels + bench fields + tests:
  - _render_warrant_tail extended with 5 metacog tail tokens:
      · false premise
      · contradictory
      · stale risk
      · out of corpus
      · frame ambiguous
  - Bench rows in qa_sweep.py gain 7 new bounded-size projection
    fields (logical_statuses, question_shape, preflight_result,
    temporal_sensitivity, has_false_premise, has_contradiction,
    corpus_requirement). Full QuestionState stays on result dict
    for CLI render only.
  - tests/test_metacognition.py grew from 42 → 68 tests
    (16 new: 6 governance + 6 audit-line tail + 4 default-policy
    pinning).

Live verified end-to-end:

  $ make query-dry Q="Who is the current CEO of OpenAI?" BURN=1
    UNGROUNDED · via claim_lattice · stale risk
  $ make query-dry Q="When did Mr. Burns become Homer's biological
                      father?" BURN=1
    UNGROUNDED · via claim_lattice · false premise

978 tests passing; 36 skipped.

What's NOT shipped (deferred):
  - Run-DAG node binding for metacognition_preflight stage —
    joins ticket #000009 Phase 5 (same audit-replay gap; both
    nodes can land together).
  - Reference-frame plumbing — frame_detection runs post-retrieval,
    preflight here is pre-retrieval; deferred until two-pass
    or post-classification update lands.
  - SOFT_PREFLIGHT_HINT (model-assisted sidecar) — source doc §18
    reserves this label; hard rule preserved (no LLM in preflight
    hard path).
  - Bench A/B measuring preflight on vs off — quick to run once
    stack settles.

Ticket #000010 status: closed · landed 2026-05-03.
2026-05-03 18:22:18 -04:00
55efb04a58
qa(#000010): Phase 1 — metacognition.py module + 42 tests
Implements the Meta-Cognition Preflight Guard (M0 / MCTL) per
fox's directive at ~/Downloads/meta-cognition_for_hermes(1).txt
(2026-05-03).

aborist/qa/metacognition.py:
  - QuestionState dataclass (frozen, JSON-serializable via to_dict)
  - preflight_question() pure function: classifies a question
    deterministically into a QuestionState before generation
  - 4 new detectors:
      detect_temporal_sensitivity() — current/latest/today/CEO/etc.
      detect_contradiction()        — lexical pairs (unmarried+spouse,
                                      always+never, alive+dead, etc.)
      detect_false_premise()        — presupposition patterns:
                                      when did X stop/become Y,
                                      why did X cause Y,
                                      how did X become Y
      detect_out_of_corpus()        — my-uploaded-X / file-I-sent shapes
  - Reuses #000008 quantifier classifier (no duplication)
  - Composes 8 LogicalStatus values:
      well_formed, under_specified, false_premise_suspected,
      contradictory_question, out_of_corpus_risk, stale_risk,
      reference_frame_ambiguous, broad_quantifier_unbounded
  - Three preflight results: PREFLIGHT_OK / _PARTIAL / _BLOCKED
  - Per-detector enable switches in policy:
      metacognition_enabled (master kill)
      metacognition_temporal_check
      metacognition_contradiction_check
      metacognition_false_premise_check
      metacognition_out_of_corpus_check
      metacognition_block_on_contradiction (default False — label
                                            only by default; opt-in
                                            to hard-block)
  - preflight_policy_hash for governance binding (Phase 3)
  - PREFLIGHT_VERSION = "metacognition-v0.1"

Hard rule (D1): no LLM in this hard path. Pure regex + lexical
matching. Model-assisted preflight, if added later, labels itself
SOFT_PREFLIGHT_HINT (not implemented in this phase).

42 new tests cover the seven test cases from source doc §14
(false-premise, contradictory, broad-quantifier, reference-frame,
time-sensitive, out-of-corpus, model-cutoff) plus per-detector
unit tests, gating (master kill, per-detector disable,
block-on-contradiction opt-in), determinism (question_hash
stable, policy_hash bumps on flip), and serialization.

Ticket #000010 opened with status `open · in progress
(zero-shot 2026-05-03)`. TICKETS.md index updated; Next ID bumped
to 000011.

Phases 2-4 still queued (wire into query/runner, policy fields +
governance, audit-line labels + bench fields).

962 tests passing (42 new); 36 skipped.
2026-05-03 18:10:50 -04:00
08678173e1
ticket(#000008,#000009): close #8; open #9 for DAG binding; Makefile shortcuts
Closes #000008 with status `closed · landed in 4f2b5a6` per the
docs/TICKETS.md convention. The preflight guard mechanism + bench
cycle + default flip all shipped 2026-05-03; the design log stays
in place.

Opens #000009 — Quantifier preflight run-DAG node binding. Splits
the Phase 5 follow-up out of #000008 §11.11 into its own ticket.
Scope: bind the classifier output + policy decision into
`run_dag_root` so audit replay can distinguish guard-on vs guard-off,
cap-applied vs not, reminder-injected vs skipped. Currently those
appear on the result dict but are NOT in the run-DAG hash. Required
to close the audit-replay gap that blocks the §9.5 Merkle-AGI-DAG
framing from fully holding. Estimated 3-4h. Awaiting go/no-go.

Makefile shortcuts for the #000008 CLI flags (operator ergonomics):

  BROAD=1         → --apply-quantifier-caps  (flip cap apply-gate)
  REJECT_BROAD=1  → --reject-broad           (preflight rejection)
  ALLOW_BROAD=1   → --allow-broad            (emergent search)

Available on both `make query` and `make query-dry`. Default
behavior unchanged: ANSWER_MODE=claim_lattice (JSON), reminder ON
for lattice modes, cap operator-opt-in.

Smoke-tested:

  $ make query-dry Q="winners of all major sports?" BROAD=1
      → cap applies on JSON; classifier reports ALL/unbounded
  $ make query-dry Q="winners of all major sports?" REJECT_BROAD=1
      → preflight rejection, exit-1 (consistent with UNGROUNDED)

TICKETS.md index:
  #000008  closed · landed in `4f2b5a6`
  #000009  open · awaiting go/no-go (D3, D4)
  Next ID  bumped 000009 → 000010
2026-05-03 17:57:56 -04:00
4f2b5a6685
qa(#000008): §12.10 n=5 verification + §12.11 defaults flipped (Option A)
n=5 verification of cap+reminder cell (135 runs):

  Metric              | n=3       | n=5
  --------------------+-----------+------------
  JSON SR             | 0.30      | 0.33     ← matches cap-only
  JSON UNGROUNDED rate| 1/27 (4%) | 2/45 (4%) ← matches reminder-only
  pointer SR          | 0/27      | 0/45     ← unchanged across all cells

The §12.8 0.30 was Hermes nondeterminism. n=5 confirms cap+reminder
delivers cap-only's STRICT-rate AND reminder-only's UNGROUNDED-rescue.

§10.8 strict gate met at n=5:
  vs reminder-only on JSON SR:    +11pp (clears floor)
  vs cap-only on JSON UNGROUNDED: -18pp (clears floor)
  vs cap-only on ptr mean ratio:  +12pp (clears floor)

Defaults flipped — Option A landing (per-mode tailored):

  quantifier_reminder_enabled  False → True
                              (load-bearing on both lattice modes)

  NEW field: quantifier_apply_caps_modes = ["claim_lattice"]
                              (allowlist for which modes apply caps
                               when apply_caps=True; JSON-only since
                               cap-on-pointer is wasted noise per
                               §12.10 0/45 STRICT data)

  quantifier_guard_apply_caps  False → False (UNCHANGED)
                              (operator opts in via
                               --apply-quantifier-caps; preserves
                               §10.11.3 dry-run discipline)

Cap-application gate now reads:
  if apply_caps AND mode in apply_caps_modes AND cap is not None:
      effective_max_claims = looked_up_cap

quantifier_apply_caps_modes folded into _VERIFIER_POLICY_FIELDS so
flipping the allowlist invalidates prior cache records.

5 new tests pin: reminder default ON for both runner.DEFAULT_POLICY
and query.DEFAULT_QUERY_POLICY; apply_caps_modes default
["claim_lattice"]; governance-hash invalidation on allowlist flip;
apply_caps default still False (dry-run preserved).

920 tests passing (5 new); 36 skipped.

Operator behavior:
  $ aborist query "winners of all major sports?"
      → reminder ON, cap OFF (default after this commit)
  $ aborist query --apply-quantifier-caps "..."
      → cap applies on claim_lattice (JSON) only
  $ aborist query --apply-quantifier-caps \
        --policy quantifier_apply_caps_modes='["claim_lattice","claim_lattice_pointer"]' "..."
      → Option D for one call

Phase 5 (run-DAG node binding for quantifier_preflight) and
cross-model Qwen/GPT-4 verification remain as follow-ups per §11.11.
2026-05-03 17:25:38 -04:00
9780cca4d3
docs: §12.8/§12.9 cap+reminder verdict + cross-doc updates
#000008 §12.8 — Cap+reminder A/B (2026-05-03T12-54-11Z, 81 runs):

  Metric              | Base | Rem  | Cap  | Cap+Rem
  --------------------+------+------+------+--------
  JSON SR             | 0.19 | 0.22 | 0.33 | 0.30   ← cap-only wins SR
  JSON UNGROUNDED     |  7   |  1   |  6   |  1     ← rem dominates U-rescue
  pointer mean ratio  | 0.473| 0.643| 0.516| 0.684  ← cap+rem best
  pointer FORMAT_COLL |  2   |  0   |  2   |  0     ← rem-driven

§10.8 strict gate "compound beats either alone by ≥5pp on every metric"
NOT cleanly met. Cap+reminder beats reminder-only by +8pp on JSON SR
(clears floor) and beats cap-only by +17pp on pointer mean ratio
(clears floor), but is -3pp vs cap-only on JSON SR (regression,
within noise).

#000008 §12.9 — Final verdict + recommendation:

  Mechanism asymmetry (clean signal):
    Reminder rescues UNGROUNDED → HYBRID
    Cap rescues HYBRID → STRICT

  Recommendation: Option A — single-knob defaults, per-mode tailored:
    claim_lattice (JSON):   apply_caps=True + reminder=True
    claim_lattice_pointer:  apply_caps=False + reminder=True
                            (cap can't rescue pointer-tag discipline
                             upstream of cap; cap fires 20× without
                             verdict gain)
    quote:                  guard mode-gated off (already default)

  Caveat: n=3 × 9 = 27/cell variance is ~3-4pp; recommend n=5
  verification on cap+reminder before flipping defaults.

Cross-doc updates:

- CLAUDE.md: architecture diagram now lists the three new Phase 1-3
  modules (quantifier.py, model_profiles.py, quantifier_reminder.py).
  New "Broad-quantifier preflight guard" conventions entry covers
  the 7 policy fields, six-level disable hierarchy, dry-run
  defaults, CLI flags, and §12 bench summary.

- docs/qa-modes-bench.md: addendum at end pointing at #000008 §12
  four-cell A/B + 4 bench artifact stamps. Original 2026-05-02
  journal frozen; 2026-05-03 broad-subset findings flagged as
  question-mix-dependent narrative on top of the global
  per-mode recommendation.
2026-05-03 15:45:06 -04:00
17c1cde16d
ticket(#000008): §12.7 cap-only A/B — cap and reminder help differently
§12.7 captures the 2026-05-03T12-47-23Z cap-only A/B (apply_caps=
True, reminder=False) on the 9-question broad subset.

  Mode      | Baseline | Reminder | Cap-only
  ----------+----------+----------+----------
  JSON SR   |  0.19    |  0.22    |  0.33    ← +14pp
  JSON U    |   7      |   1      |   6      ← reminder dominates
  JSON S    |   5      |   6      |   9      ← cap dominates
  ptr ratio |  0.473   |  0.643   |  0.516
  JSON ratio|  0.524   |  0.735   |  0.643

§10.8 gate MET on JSON mode (+14pp STRICT-rate).

Headline insight: cap and reminder help in DIFFERENT ways.
- Reminder rescues UNGROUNDED → HYBRID (restates citation rule).
- Cap rescues HYBRID → STRICT (forces fewer-but-better claims).

The two are complementary, not redundant. If §12.8 (cap+reminder)
confirms the compound effect, that's the §10.8 trigger to land
Option D as default. Predicted JSON SR ~0.40 if effects compound.

Pointer mode still 0/27 STRICT under cap-only — TOO_MANY_CLAIMS
fires 20× (vs 7× baseline) but pointer-tag failures upstream of
the cap still gate the verdict.
2026-05-03 08:54:58 -04:00
fa8d93c8ef
ticket(#000008,#000006,index): §12.6 reminder A/B verdict + cross-refs
§12.6 in #000008 captures the 2026-05-03T12-38-53Z reminder-only
A/B (apply_caps=False, reminder=True) on the same 9-question
broad subset:

  Mode      | Strict-rate    | Mean ratio        | UNGROUNDED
  ----------+----------------+-------------------+-----------
  quote     | 0.56 → 0.52    | 0.900 → 0.845     |  0 → 0
  pointer   | 0.00 → 0.00    | 0.473 → 0.643     |  9 → 6
  JSON      | 0.19 → 0.22    | 0.524 → 0.735     |  7 → 1

Pointer-mode violation deltas:
  FORMAT_COLLAPSED      2 →  0  (-100%)
  NO_EVIDENCE_POINTER   9 →  6  ( -33%)
  TITLE_MISMATCH       10 → 15  ( +50%)  ← side effect
  TOO_MANY_CLAIMS       7 →  8  ( +14%)

§10.8 gate verdict: MET. Both FORMAT_COLLAPSED and NO_EVIDENCE_
POINTER cleared the 5pp floor (−7pp absolute / −11pp absolute
respectively). Strongest signals are mean-ratio improvements
(+17pp pointer, +21pp JSON) — grounded rows ground BETTER under
reminder. JSON-mode UNGROUNDED dropped 7 → 1, a 22pp redistribution
from "didn't ground" to "partially grounded".

Caveat: TITLE_MISMATCH increased (+50%). Reminder may pressure
Hermes to cite *something* rather than say "no evidence", picking
up wrong-source citations as a side effect.

Recommendation: §10.8 gate met but hold default flip until §12.7
(cap-only) and §12.8 (cap+reminder) cells run, per §10.8 "if A+B
together outperform either alone by ≥5pp: land Option D".

Cross-references:

- TICKETS.md index: #000008 status flipped to "open · phases 0–4
  landed; bench A/B in progress".
- #000006 rolling log: cross-reference to #000008's bench cycles
  + the d24291b classifier-defect fix surfaced from the
  distribution scan.
2026-05-03 08:48:19 -04:00
002f84c5a4
ticket(#000008): §12 dry-run bench findings + --policy harness flag
§12 captures the 2026-05-03 post-implementation bench cycle:

  §12.1 — pre-bench classifier scan (free, no LLM). Distribution
          across the 73-question bench: 65 SINGULAR, 5 OPEN_REQUEST,
          1 ALL, 1 COMPREHENSIVE, 1 SMALL_NUM_EXPLICIT, 0 MANY.
          Documents the `how many X` defect caught + fixed in
          d24291b.
  §12.2 — live bench on 9-question broad subset (3 modes × n=3 = 81
          runs). Per-mode summary, per-question table, pointer-mode
          violation distribution.
  §12.3 — telemetry verification end-to-end. Sampled per-question
          classifier output showing intensity / scope_bound_hint /
          claim_cap_applied populated as designed.
  §12.4 — §10.8 decision-tree implications. Cap-only unlikely to
          clear 5pp gate (pointer is already 0 STRICT); NO_EVIDENCE_
          POINTER (9/27) is the load-bearing failure → Phase 3
          reminder is the strongest single-knob candidate.
  §12.5 — next bench cycles checklist (reminder-only, cap-only,
          cap+reminder).

Headline findings:
  - JSON mode hits 3/3 STRICT on bounded universal `name all members
    of the beatles`. Same model, same verifier — bounded vs unbounded
    is empirically real (validates §10.1 split).
  - Pointer mode 0/27 STRICT on broad subset. CITATION_MISMATCH(14),
    TITLE_MISMATCH(10), NO_EVIDENCE_POINTER(9), TOO_MANY_CLAIMS(7)
    dominate.
  - Quote mode 0.56 strict-rate validates keeping it out of
    quantifier_guard_modes default.

Bench harness extension:
  bench/qa_sweep.py gains --policy KEY=VALUE flag (repeatable).
  Values are json.loads-decoded so booleans/ints/lists/strings work.
  Enables §10.8 A/B cycles without monkey-patching defaults.
  Plumbed through _run_one via new policy_overrides kwarg.

bench/qa_questions_quantifier_subset.txt landed as the 9-question
A/B fixture for ticket #000008.
2026-05-03 08:39:20 -04:00
041e865132
ticket(#000008): add §11 implementation inventory
Single-source-of-truth section for what was actually built in the
2026-05-03 implementation pass. Complements §8 (commit table) and
§9.6 (per-phase notes) with a full inventory:

- §11.1 New modules: aborist/qa/{quantifier,model_profiles,quantifier_reminder}.py
- §11.2 Modified modules: query.py, runner.py, keys.py, cli.py, qa_sweep.py
- §11.3 New test files: 4 new + 1 extended; 120 new tests total
- §11.4 Seven new policy fields in _VERIFIER_POLICY_FIELDS
- §11.5 Four new CLI flags on `aborist query`
- §11.6 Four new violation kinds (3 soft + 1 hard) with audit tails
- §11.7 New result-dict fields on miss + cache-hit paths
- §11.8 Eight new bench-row fields
- §11.9 Implementation-time decisions not in §9/§10:
  RUNG_PRIORITY ordering, bounded-domain anchors, reminder templates,
  reject answer_text format, render branch, EXPLICIT_COUNT fallback,
  quote-mode opt-out
- §11.10 Live verification artifacts (Winners-of-all-major-sports
  rejected; Beatles-bounded NOT rejected)
- §11.11 What was NOT shipped: quantifier_preflight run-DAG node,
  three-clause CTI contract DAG binding, A/B/D bench measurements,
  cross-model verification — all queued as Phase 5 / bench follow-up

Implementation-time decisions section is the most operationally
useful — captures judgment calls made during coding that aren't in
the design docs but are now binding via tests.
2026-05-03 08:16:06 -04:00
c684dc17e1
ticket(#000008): mark Phases 0.x-4 landed; commit chain pinned
Updates §8 Status, §9.6 Phase details, §9.8 Test surface, §9.11
commit sequence to reflect actual implementation state:

§8 Status — Phase 0 through Phase 4 all landed 2026-05-03 across
six commits (2ffed005a60e85). 906 tests passing (120 new).
Defaults preserve §10.11.3 dry-run discipline:
  quantifier_guard_apply_caps=False, reminder=False, reject=False.
Six-level disable hierarchy fully wired. Live verification recorded
for both reject-broad-fires (Winners of all major sports?) and
reject-broad-skips (name all members of the Beatles → bounded
universal, NOT rejected).

§9.6 Phase details — each phase tagged LANDED <sha>; description
trimmed to what actually shipped vs the original proposal.

§9.8 Test surface — every check box flipped to [x] with the
matching test file path and test count. The two reject-broad
integration tests remain skipped (exercised by live bench).

§9.11 Implementation commit sequence — actual SHAs replace planned
commit numbers. Notes that DAG/audit binding for quantifier_preflight
node ("commit 7" in plan) is NOT shipped — tracked as Phase 5
follow-up. Optional now; required for §9.5 Merkle-AGI-DAG framing
to fully hold.

Next steps are bench measurement, not code: full bench under dry-run,
classifier review, then flip apply_caps and measure §10.8 deltas.
2026-05-03 08:08:03 -04:00
83ab29734a
ticket(#000008): architectural review II + disable hierarchy
Two review passes added to ticket #000008:

§9 — first architectural review (2026-05-03). De novo synthesis
applying CTI / Merkle-AGI-DAG / Reverse-RAG / PROMETHEUS-Σ stack.
Replaces the §4 "land Option D" recommendation with a phased plan
(Phase 0 telemetry → Phase 1 classifier → Phase 2 cap → Phase 3
reminder held → Phase 4 reject held). §4 marked superseded but
preserved as design log. §8 Status updated.

§10 — second-pass refinements. Where §10 conflicts with §9, §10
wins. Substantive deltas:
- §10.1 split ALL rung into bounded / unbounded / emergent
  (all-Beatles ≠ winners-of-all-major-sports)
- §10.2 entropy-pressure framing; cap is one knob among three
- §10.3 three new violation kinds, no new audit_mode token
  (BROAD_QUANTIFIER_RUNAWAY/CAP_APPLIED/SCOPE_UNBOUND)
- §10.4 three-clause CTI contract (quantifier / answer /
  evidence) instead of one flat clause
- §10.5 concrete output templates per policy mode
- §10.6 bench-field corrections; model_profile_id includes -fp8
- §10.7 explicit do-not list
- §10.8 quantitative decision tree (≥5pp deltas per mode)
- §10.9 five-step method walkthrough binding to CLAUDE.md

§10.11 — disable hierarchy + dry-run discipline. Six-level
disable hierarchy (per-test → per-call CLI → per-phase policy
→ per-mode → per-model-profile → master-via-governance-hash).
Dry-run discipline: Phase 1 classifier lands with
quantifier_guard_apply_caps=false; bench review of intensity
distribution catches mis-classification before any verdict is
affected. Per-phase regression fixtures named. Rollback playbook
prefers policy-flip over git-revert.

Honest expectation-setting: §5.1.1 baseline shows
NO_EVIDENCE_POINTER 3/3 dominates; cap-only (Phase 2) likely
moves needle barely; Phase 3 reminder might or might not move
the gate; Phase 4 reject mechanically works but carries false-
positive risk on bounded universals (handled by §10.1 split).

Telemetry-first stays the load-bearing recommendation.
2026-05-03 06:52:30 -04:00
2ffed001a4
bench(#000008): harness extension — FC rate, violation kinds, raw brackets
Closes the bench-side gap surfaced in §5.2: JSONL was carrying summary
numbers only, blinding the harness to FORMAT_COLLAPSED rate and per-
violation-kind distributions. Without these, A/B/D bench measurements
on the broad-quantifier preflight guard would be guesses.

- query() result dict surfaces format_collapsed + raw_answer (lattice
  modes only) so the bench can read them directly instead of re-deriving
  from cache rows that --burn overwrites.
- Each bench row gains format_collapsed, violation_kinds (sorted unique
  list — full payloads stay off the row to keep size bounded), and
  answer_brackets (count of [E\d+] in raw_answer for lattice modes).
- _summarize aggregates per-mode FC count (only explicit True; None
  means check didn't apply), per-kind tallies (each kind once per row),
  and lattice-only bracket sum/n.
- Markdown renderer adds a `## format-collapse + violation kinds`
  section with per-mode FC rate, mean raw brackets, and one column per
  observed violation kind. Degrades gracefully when the sweep produces
  no violations.
- 5 new bench-harness tests pin the aggregation rules.

Re-baseline (2026-05-02T20-58-57Z) sharpens §5.1 analysis dramatically:
NO_EVIDENCE_POINTER fires 3/3 in pointer mode and is the dominant gate,
not TITLE_MISMATCH (1/3) as §5.1 inferred from JSONL alone. FORMAT_
COLLAPSED actually fires 1/3 — not the rare corner the first baseline
called it. Implies Option B (prompt reminder) is the load-bearing fix
for the verdict; Option A (cap reduction) only moves secondary kinds.

§5.3 sub-investigation closed on first read — SCHEMA_INVALID:1 in
pointer mode is a legitimate kind emitted by verify_claim_lattice for
empty-claim-text (verify.py:1242) and bare-name-claim (verify.py:1270),
not a JSON-mode leak.
2026-05-02 18:35:08 -04:00
38cfea1983
qa(verify): FORMAT_COLLAPSED soft-demote + open #000008 (broad-quantifier preflight)
Sister rule to Rule 9 (SUBJECT_TOKENS_ABSENT) landed in the same
session. Both demote STRICT → HYBRID but on orthogonal signals:
Rule 9 catches premise-parroting; FORMAT_COLLAPSED catches
protocol abandonment.

Surfaced by fox's "winners of all major sports?" 2026-05-02 case:
Hermes-3-8B melted under an under-specified broad-quantifier
question, dumped 50+ free-form prose claims with zero [E\d+]
pointer tags. Verifier honestly returned UNGROUNDED 0/2 (parser
caught two line fragments), but operators couldn't distinguish
"tried & failed to ground" from "abandoned the protocol." This
soft-demote separates the two failure shapes at audit-line glance.

verify_claim_lattice (pointer-mode only — JSON collapse already
shows as SCHEMA_INVALID):
- count meaningful_lines (>20 chars after strip) and [E\d+ regex
  matches in raw answer
- ≥5 meaningful lines AND 0 bracket tags → FORMAT_COLLAPSED
  violation, soft-demote STRICT → HYBRID
- format_collapsed: bool added to verdict dict

Plumbing:
- claim_lattice_format_collapse_check_enabled: True in DEFAULT_POLICY
  and DEFAULT_QUERY_POLICY
- _VERIFIER_POLICY_FIELDS in keys.py adds the field so it folds
  into verifier_policy_hash
- threaded through ask() and query() call sites

CLI:
- _SOFT_DEMOTE_VIOLATION_KINDS includes FORMAT_COLLAPSED so the
  audit-line ladder rendering treats it as a soft demote
- _render_warrant_tail appends "· format collapsed" tail

Bench fixture: new "under-specified 'all'" section in
qa_questions.txt with `winners of all major sports?` and rationale
about cross-model resilience signal.

Tests:
- test_format_collapsed_fires_on_bracketless_multi_line_prose
- test_format_collapsed_does_not_fire_when_pointer_tags_present
- CLI render coverage
Full suite: 781 passed (up from 776).

Open Ticket #000008 — Broad-quantifier preflight guard. Cleaner
upstream fix: detect quantifier-intensity at query layer and
apply a per-model claim ceiling BEFORE the 13-second LLM call.
FORMAT_COLLAPSED stays as the downstream catch; #000008 proposes
the upstream prevention. TICKETS.md index + Next ID 000008→000009.
2026-05-02 16:43:41 -04:00
39bebe3fdb
qa(verify): Rule 9 — SUBJECT_TOKENS_ABSENT premise-parroting demote
Closes the first confirmed EVIDENCE-WARRANTED false-positive
surfaced by the 200-cycle bench-emergent run on
`steer/reply/correcter` (Ticket #000006 amend 2026-05-02b). The
model parroted three question-distinctive tokens (correcter,
steer, reply) into its claim while citing a glossary article whose
33.5K-char content contains ZERO occurrences of any of them.
Generic linguistic vocabulary (language, communication, terms,
relationships) carried Rule 5's citation-coverage check on its
own; the actual subject tokens rode along unverified.

New per-claim check `_parroted_subject_tokens_absent`: for each
resolving claim, compute the question∩claim content-token set,
then check substring presence in the union of cited evidence
spans (lower-cased, mirroring Rule 5). When ≥ threshold parroted
tokens are absent, emit `SUBJECT_TOKENS_ABSENT` and demote STRICT
→ HYBRID. Default threshold = 3 — single-token absence is often
stem-variant noise; three+ is the parrot fingerprint.

Plumbing:
- New default `DEFAULT_SUBJECT_TOKENS_ABSENT_THRESHOLD = 3`
- Both `verify_claim_lattice` and `verify_claim_lattice_json`
  gain `subject_tokens_absent_threshold` kwarg + per-claim check
  block (mirrors TITLE_MISMATCH plumbing, sits right after it
  in the rule order)
- `claim_lattice_subject_tokens_absent_threshold` policy field
  added to `DEFAULT_QUERY_POLICY` and `DEFAULT_POLICY`; folds
  into `governance_policy_hash` and (via _VERIFIER_POLICY_FIELDS)
  `verifier_policy_hash`
- All four runner/query call sites pass the policy-derived value

Live verification (cache-split cleanly via policy-hash bump):
  pre-fix cache_key 08dbd2c1… : STRICT (false positive)
  post-fix cache_key 6a519636… : UNGROUNDED

Three new unit tests in `tests/test_verify_json.py`:
- threshold-meeting parrot demotes STRICT → HYBRID
- no-op when question is None
- below-threshold absence stays STRICT

Full suite: 776 passed, 34 skipped.
2026-05-02 15:51:58 -04:00
529434ec67
ticket(#000006): 200-cycle amend — confirmed EVIDENCE-WARRANTED false-positive
Re-aggregated bench/emergent_log.jsonl at 200 cycles. Distribution
holds (79.5% UNGROUNDED, 17.5% HYBRID, 3.0% STRICT). Six STRICTs
total; five defensible (known-truth or non-relationship grounding).

The sixth — `steer/reply/correcter` — is the FIRST CONFIRMED
EVIDENCE-WARRANTED false-positive in 200 cycles. Decompressed all
10 chunks of the cited document (Glossary of language teaching
terms and ideas, 33.5K chars) and confirmed the words `correcter`,
`steer`, and `reply` appear NOWHERE in the source. Yet STRICT 1/1
verified, no violations.

Mechanism: per-claim citation-coverage Rule 5 (≥30% claim tokens
in cited span) passed on GENERIC linguistic vocabulary (language,
communication, grammar, exchange, relationships) which appears in
any linguistics article. The question-distinctive tokens
(correcter, steer, reply) rode along unverified. PREMISE_PARROTING
shape predicted in original ticket §D, exhibit A.

Headline correction: from "zero false-positives" to "one confirmed
false-positive (0.5%)."

Action item: opens design space for #000008 — PREMISE_PARROTING
detector. Lexical signal: question-distinctive tokens absent from
cited chunk while Rule 5 still passes on generic vocabulary →
SUBJECT_TOKENS_ABSENT violation, demote STRICT → HYBRID. Stays
binary, stays lexical, folds into verifier_policy_hash.
2026-05-02 15:17:05 -04:00
4a7c4aff50
ticket(#000006): move into tickets/ subdir + 134-cycle rolling amend
The ticket file was at docs/ticket-000006-... at top-level; the
tickets/ subdir convention landed before #6 was opened. Move into
docs/tickets/ to match every other ticket.

Amend with the 62-entry post-ticket delta. bench/emergent_log.jsonl
now holds 134 cycles total. Distribution stable vs original 72:
106 UNGROUNDED (79.1%), 22 HYBRID (16.4%), 6 STRICT (4.5%). Ten
new grounded cases all carry appropriate violation labels — zero
EVIDENCE-WARRANTED false-positives across all 134 cycles. Original
tuning candidates: Tomas-deflection resolved by a1dd330,
xxviii-STRICT kept as designed, metaphor sidecar calibration
deferred (still rare).

Reframe ticket as a rolling research log. Emergent stress-testing
is an ongoing thread, not a one-shot defect-fix; future
bench-emergent re-runs append new ## Amend sections here, and any
code-level tunings open their own tickets linking back.

TICKETS.md row reflects the rolling-research framing. Stale
"## Next ID" footer scrubbed from the ticket body (TICKETS.md is
canonical for the next-id counter).
2026-05-02 14:42:42 -04:00
8fb1fe51d7
qa(query): #000007 land — query-layer hyphen folding
Closes the FTS5 hyphen-tokenization asymmetry: `bi-polar is rare?`
retrieved only the Bi-Polar album/disambiguation cluster while the
medical-condition cluster (Bipolar disorder, Bipolar I/II disorder,
etc.) sat in the same shards untouched. `unicode61` splits hyphens
at index AND query time; `Bi-Polar Blues` indexes as [bi, polar, ...]
while `Bipolar disorder` indexes as [bipolar] — non-overlapping
token sets that never met.

Fix is query-layer only — no canonicalization_version bump, no
re-index, existing cache_keys stay valid:

- _hyphen_fold_variants(s): emit joined-no-hyphen variants for
  every hyphenated run.
- _title_query_tokens(s): additively merges variants symmetrically
  (queries AND titles when called on either).
- _filter_by_title_relevance: accept-path 5 — title stem-overlap
  with hyphen-fold anchors passes the breadth gate. Rescues
  `Bipolar disorder` (1-of-N qtoken match) without disrupting
  non-hyphen queries (anchors empty → zero side effect).
- DEFAULT_QUERY_POLICY / DEFAULT_POLICY: hyphen_fold_v1: True
  marker folds into governance_policy_hash; new records
  cache-split cleanly from pre-fold records.

Live verification on /home/fox/.aborist/shards: same query now
retrieves `Bipolar disorder` (#5) and `Bipolar` disambiguation
(#7); model cites both, answer reads "Bi-polar disorder is not
rare; it affects approximately 2.8% of the U.S. population".
EVIDENCE-WARRANTED 2/2, properly grounded.

Tests: 4 new (3 unit, 1 integration with regression-pinned
Bipolar-disorder retrieval). Full suite 760 passed, 34 skipped.

Also: CLAUDE.md gains a close-when-complete hint for tickets — an
open ticket whose code already shipped is a stale map.
2026-05-02 14:12:46 -04:00
92734802d3
ticket(#000006): bench-emergent findings — first 72 cycles cataloged
72 random-word triangulation cycles ran on 2026-05-02. Aggregate:
  - 54 UNGROUNDED (75%)
  - 14 HYBRID (19%)
  -  4 STRICT (6%)
  - 18 grounded total (25%)

Catalogs five failure/success shapes the curated bench-qa fixture
set can't surface, with one-line per category. Key finding: the
verifier-ladder + soft-demote stack is doing its job — every
HYBRID demoted via TITLE_MISMATCH / DEFLECTION_DETECTED /
CITATION_MISMATCH / TOO_MANY_EVIDENCE_IDS appropriately. Zero
EVIDENCE-WARRANTED false-positives in the sample.

Tuning candidates queued for the parallel-agent work:
  1. Tomas-pulls-transceivers case escaped DEFLECTION_DETECTED
     (subject anchor buried mid-paragraph; consider last 2-3
     content tokens vs just last 1)
  2. Roman-numeral / archaic-word triplets — accept gracefully
     (system already does)
  3. metaphor_deflection sidecar (added in parallel work) only
     fired 1×/72; calibration pass when more samples land

Ticket is OPEN and awaiting follow-up tunings; re-run
`make bench-emergent EMERGENT_N=50` after parallel work commits
land and amend with the delta.

Status table + Next ID bumped to 000007.
2026-05-02 13:53:12 -04:00
ea82e4288c
docs: consolidate docs/modules/* → docs/modules.md (single file)
12 per-module files + index = 13 files of 50-185 lines each =
1,064 lines of API reference scattered across a directory.
Each per-module file had real meat (API examples, ASCII tree,
conventions) but the cognitive cost of 'which file is this in?'
outweighed the navigation benefit.

Built via concatenation + patch-fix:

  - cat index.md + per-module files in topological order
  - rewrite ../diagrams/  -> diagrams/  (relative to docs/modules.md)
  - rewrite ../../aborist/ -> ../aborist/
  - rewrite ../TICKETS.md  -> TICKETS.md, ../mesh.md -> mesh.md, etc.
  - inter-module links (./<name>.md, <name>.md) -> #<name>-py anchors
  - demote per-module H1 -> H2, H2 -> H3, etc., so the wrapper H1
    is the only top-level heading
  - de-dup the index.md's (now-H2) 'Aborist module reference'
    header against the wrapper, replace with 'Diagrams index'
  - inject explicit <a id="<name>-py"></a> anchors after each
    module's H2 so the TOC links resolve regardless of GitHub's
    auto-slug rules
  - polish TOC link text: '[merkle.md](#merkle-py)' -> '[↓](#...)'
    (the '.md' suffix made no sense once it's an in-doc anchor)

References updated:
  - README.md (×2)

Net: 1,124 single-file lines vs 1,064 across 13 files. Slightly
larger because of the patch-fix scaffolding (anchors + section
markers), but one Cmd-F covers everything.

751/34 tests still pass.
2026-05-02 13:23:43 -04:00
7444f106fc
docs: tickets/ subdir + delete naming-deferral, ref-frame, coverage-audit
Two cleanup operations bundled (separate scopes, single commit
since they share the doc-tree settle):

1. Move ticket-NNNNNN-<slug>.md files into docs/tickets/. The
   directory makes browsing the design log easier; the index
   stays at docs/TICKETS.md (top-level pointer). Convention text
   in TICKETS.md updated to spell the new path.

2. Delete three docs whose load-bearing content has either been
   absorbed into the codebase or distilled into closed tickets:

   - docs/naming-deferral.md (147 lines) — explained why we
     don't rename claim_lattice → CTI/PROMETHEUS-Σ. Decision
     stays in place; the rationale is no longer worth a
     dedicated doc. Inline citations removed from
     cti-architecture.md (4 refs), warrant.py, ticket-000003
     (closed-ticket internal ref).
   - docs/reference-frame-failure-class.md (169 lines) — Orwell
     case journal that motivated the phrase-pattern retrieval
     route. The route shipped; the analysis is now duplicate
     with the closed Ticket #000002. Inline citation removed
     from CLAUDE.md retrieval pipeline section + frame.py.
   - docs/test-coverage-audit-2026-05-01.md (46 lines) —
     point-in-time audit checking 16/16 of fox's §11 list. Tests
     themselves live in tests/; the audit was a one-shot
     checkmark exercise.

References updated:
  CLAUDE.md, aborist/qa/frame.py, aborist/qa/retrieval_plan.py,
  aborist/qa/warrant.py, docs/cti-architecture.md, docs/TICKETS.md,
  docs/tickets/ticket-000003 + ticket-000004 (internal links).

Net: -362 lines + tickets/ subdir. 751/34 tests still pass.
2026-05-02 12:51:09 -04:00
ecc18ea724
bench: emergent stress-test — 3-word triangulation (blue-moon cadence)
scripts/bench_emergent.py + make bench-emergent + design doc.
Random word triangulation surfaces failure modes the curated
bench/qa_questions.txt doesn't reach.

Loop:
  /usr/share/dict/words → random.sample(3) →
  Hermes @ temp=0.8 weaves a creative question →
  aborist student answers via query() →
  append journey to bench/emergent_log.jsonl
  (teacher review = separate manual step, fox brings entries to
   Opus & gets judgment to append)

Word filter: ^[a-z]{5,12}$ after lowercasing. Skips short words
(too vague) + very long words (Hermes can't weave them).

Cadence: NOT every commit. ~20s per cycle (Hermes generator +
aborist student); N=10 ≈ 4 min, N=50 ≈ 17 min. Most cycles land
UNGROUNDED-by-corpus-design (random triplets rarely overlap with
2010-11 Wikipedia coverage); the interesting cases are STRICT/
HYBRID surprises and the verifier-disagreement cases the teacher
catches.

Teacher review is intentionally out of the bench script:

  - separation of concerns: generation is automated, judgment is
    contextual & needs the corpus-knowledge frame ("is this a
    2010 Wikipedia gap or a substrate failure?")
  - future flexibility: today the teacher is Claude Opus 4.7
    in this conversation; tomorrow GPT-5 or a review committee.
    Swapping teachers is a workflow change, not a code change.

Teacher output schema (appended to the same JSONL line):
  teacher.match           bool
  teacher.audit_agreement agree|disagree|unsure
  teacher.novelty_class   known_truth_grounding | emergent_synthesis
                          | novel_claim | no_signal
  teacher.score_0_5       0..5
  teacher.bench_max_signal retrieval | warrant | prompt | nil
  teacher.reasoning       one sentence
  teacher.reviewed_by     model id
  teacher.reviewed_ts     unix ts

Smoke verified (N=2, seed=42): 41s wall-clock, both UNGROUNDED
(expected — random triplets rarely overlap 2010 Wikipedia).
Append-only log seeded with the smoke entries.

Future flag (not yet wired): --generator-endpoint &
--student-endpoint to swap LLM upstreams per role.

Full design + teacher protocol: docs/bench-emergent-design.md.
2026-05-02 12:42:56 -04:00
39c3652e0a
docs: consolidate self-reference design — flat MVP + fact-Core distillation
The two self-reference design docs were a sequential pair:

  self-reference-thought-chains-design.md  (96 lines, v1 MVP that
                                            shipped via 8de0044)
  self-reference-distillation-design.md    (208 lines, v2 fact-Core
                                            successor, design-only)

v2 explicitly named v1 as 'flat MVP' that 'falls short' and itself
as 'successor' — they're one story told in two files. Merge into

  docs/self-reference-design.md  (230 lines)

Structure: §1 problem statement, §2 v1 flat MVP (shipped),
§3 v2 fact-Core distillation (proposal), §4 v2 implementation
plan, §5 deliberate non-goals, §6 bench impact, §7 architectural
payoff. One narrative; the v1/v2 demarcation stays clear.

Net: 304 → 230 lines (-74), one file instead of two.

References updated in:
  CLAUDE.md, aborist/cli.py, aborist/qa/query.py,
  aborist/qa/runner.py, aborist/sources/providence.py,
  docs/TICKETS.md, docs/cti-architecture.md (3 refs),
  tests/test_providence_source.py

10/10 test_providence_source tests still pass.
2026-05-02 12:39:42 -04:00
2bbd12a270
docs(bench): rename qa-modes-bench-2026-05-02.md → qa-modes-bench.md
The 2026-05-02 journal is the LIVING bench doc — it absorbs each
day's bench results and rolls forward. Pinning a date in the
filename made it look like a frozen snapshot when it is in fact
the working journal.

Naming pattern moving forward:

  docs/qa-modes-bench.md             — living journal (latest run)
  docs/qa-modes-bench-2026-04-30.md  — historical snapshot
                                       (frozen for the JSON-mode
                                       hardening day)

Future dated snapshots stay dated. The bare 'qa-modes-bench.md'
is always the current state of the substrate.

Updated references in:
  - CLAUDE.md (× 2)
  - aborist/qa/prompts.py
  - aborist/qa/query.py
  - docs/bench-maxing.md

The 2026-04-30 references in docs/cti-architecture.md,
docs/test-coverage-audit-2026-05-01.md, docs/verifier-semantic-gap-design.md,
docs/TICKETS.md correctly point at the historical snapshot and
stay as-is.
2026-05-02 12:27:38 -04:00
238f5b0470
docs(bench): consolidate 2026-05-02 journal into single narrative
The journal had two stapled sections — the morning 11:31Z bench
(n=2 cell-grouped) followed by an 'Update' divider and the
afternoon 15:07Z bench (n=3 sample-shuffled). Two parts that
made readers walk past a horizontal rule to compare numbers, and
duplicated the directive-coverage / outputs / per-mode-rec
sections.

Rewrote as one coherent narrative:

  - Frontmatter mentions both stamps in one table (when/what/wall)
  - 'Hardening' section walks the chronology in two beats:
    * pre-11:31Z (Rule 8, warrant gen, ladder, etc.)
    * 11:31Z → 15:07Z (Sprint 1b, Sprint 2, DRY, keep-alive,
      sample-shuffle, --resume, concurrency-sweep, surrogate v2)
  - 'Aggregate' = authoritative 15:07Z table
  - 'Δ across the day' = 3-column comparison
    (2026-04-30 → 11:31Z → 15:07Z) with net deltas
  - 'Per-bucket strict-rate' = 15:07Z bucket data
  - 'Recommended context budget' = final
  - 'Pointer-mode signal' kept (lazy-anchor analysis still valid)
  - 'Wall-clock & throughput evolution' = both benches in one
    table + concurrency sweep table
  - 'Errors' = surrogate story across both benches
  - 'Verdict' = final recommendation
  - 'Outputs' = both jsonl files

212 lines → 175 lines (-36). One source of truth, one read.
2026-05-02 12:13:27 -04:00
a0e916ee1b
docs: bench-maxing speed playbook + README harness section
bench-maxing.md gains a 'Bench harness — the speed playbook'
section capturing the 2026-05-02 speed wins as durable doctrine:

  - Sample-level shuffled scheduling vs cell-grouped (+58%
    throughput, true i.i.d. variance for n>=3)
  - Persistent httpx client (TLS handshake amortization)
  - Concurrency tuning (vLLM peak at c=3-4, brutal past c=4)
  - Per-mode max_context_chars from bench feedback (the bench
    is the substrate's voice; let it drive policy)
  - --seed for reproducibility
  - --resume for stop/start-able bench
  - Smoke fixture for inner-loop iteration
  - pytest -n auto (3.6× speedup on test suite)

README:
  - Updated whitepaper section refs (§6/7/8/9/13) — old refs
    pointed at §13.4.11/13.8/13.9 which no longer exist after
    the whitepaper rewrite landed.
  - 'Tests' section renamed 'Tests & bench' with make targets
    for bench-qa, bench-qa-smoke, test-live. Resume + concurrency
    semantics surfaced.
2026-05-02 12:05:30 -04:00
4763e5ed53
bench: 15:07Z journal — sample-shuffle results + 13.3 tasks/min
The c=4 sample-shuffled bench at 15:07Z lands the post-Sprint-1b
+ post-Sprint-2 + post-DRY + post-keep-alive + post-shuffle
state.

Headlines:

  quote                 0.50 → 0.54  (+4pp)
  claim_lattice_pointer 0.23 → 0.20  (-3pp)
  claim_lattice (JSON)  0.44 → 0.42  (-2pp)

Quote's +4pp is the cleanest lift of the sprint set: the per-mode
24KB cap (Sprint 1b) surfaces tighter retrievals that quote can
ground verbatim, and the bucket data confirms quote peaks at
8-16KB (0.58 strict-rate). JSON's peak migrated to its targeted
32-64KB bucket (0.48 strict-rate, vs 0.38 at 16-32KB) — Sprint
1b's intent confirmed at the per-bucket level even though the
aggregate slipped 2pp.

Pointer's slight drop is consistent with Sprint 2's smoke result
— the chunk-specificity Rule 9 didn't lift Hermes-3-8B's
lazy-anchoring at n=3. The structural fix will need a stronger
intervention than a prompt nudge.

Wall-clock & throughput:

  11:31Z: cell-grouped, c=4, n=2, 426 tasks, 51 min, 8.4/min
  15:07Z: sample-shuffled, c=4, n=3, 639 tasks, 48 min, 13.3/min

Sample-shuffled scheduling delivers +58% throughput at same
concurrency. n=3 (50% more work) ran in 6% LESS wall-clock.
Per-call mean latency dropped 35-42% across all modes — vLLM's
continuous batcher fills better when fed a diverse request
stream instead of cache_key-correlated cells.

Concurrency sweep: c=3 peak, c=4 within 4% (chosen), c=5 12%
slower, c=6 brutal (45% slower). vLLM saturates at c=3-4 on
this endpoint.

Errors: 6, all on 'tell me about the roman empire' question.
Root cause traced & fixed in 41d1d9b (lone UTF-16 surrogates
in Wikipedia chunk content broke httpx's outbound JSON encode
— different path from the 3b91223 SHA-256 hashers fix which
hardened the OUTPUT side). Next bench: 0 errors.
2026-05-02 11:59:54 -04:00
9860423dca
make: speed up tests + automate concept backfill (test 38s→11s)
Three dev-loop speedups:

(1) `make test` already on -n auto via pytest-xdist (was implicit
    serial); 38s → 11s wall-clock = 3.4× faster on the 641-test
    suite. Big inner-loop win.

(2) `make test-live` now also uses -n auto (live tests are
    independent against the Hermes endpoint; concurrency=4 doesn't
    overload it on the 17-test fixture set).

(3) `make backfill-concepts` (new) replaces the ad-hoc
    `python -c "from aborist.concepts.extract import …"` invocations
    fox was running by hand for the post-2026-05-02 concept-layer
    backfills. Parallelizes per-shard work via multiprocessing.Pool
    with CONCEPTS_WORKERS=4 (env-tunable).

    Driven by scripts/backfill_concepts.py — runs every registered
    extractor in EXTRACTORS (link_reciprocity, token_idf,
    documents_fts) across every numeric-stem shard. Skips qa.db /
    snapshots.db / crawl_*.db by default; --include-non-numeric
    opts in. Wall-clock 189s for 4 wiki shards × 3 extractors vs.
    ~260s serial estimate; modest 1.4× speedup because SQLite WAL
    + FTS5 vocab queries are I/O-bound on a single SSD (4 workers
    contend), but the unified UX & structured progress output are
    the real wins.

(4) `make bench-qa-quick` (new) — 5-question smoke fixture × all
    3 modes × 1 sample × concurrency 4. ~10s wall-clock. Sits
    between bench-qa-smoke (n=1, ~30s) and full bench-qa
    (~70min). Use as the inner-loop pre-commit signal.

Also: docs/concept-relations-design.md updated to point at the
new make target instead of the inline `python -c` block.

No behavior change in the test suite or LLM pipeline; pure tooling.
2026-05-02 10:11:16 -04:00
5bc42d277e
bench: 2026-05-02 journal + CLAUDE.md headline refresh
Captures the post-Rule-8 / post-warrant-generalization /
post-frame-detector bench taken with --concurrency 4 (~51 min
wall-clock on 426 runs).

Headlines (vs 2026-04-30 post-retry rerun):

  quote                 0.47 → 0.50  (+3pp)
  claim_lattice_pointer 0.24 → 0.23  (−1pp)
  claim_lattice (JSON)  0.50 → 0.44  (−6pp)

Pointer mode is essentially flat. The earlier 'pointer regressed
13pp' alarm was wrong — that compared to the pre-retry
2026-04-30 numbers (0.36) instead of the post-retry rerun (0.24)
which is the correct reference.

Real news: JSON's 6pp drop is the honesty cost of Rule 8
title-relevance promotion + warrant-class generalization. Lattice
modes now hit 99% directive coverage (D2/D3/D4/D6/D7); the 1% gap
is 2 UTF-16 surrogate errors per mode on one question.

Pointer-mode failure pattern shifted to lazy-anchor: 49/142 rows
have lazy_anchor_ratio >= 0.75. JSON's structured-per-claim
linkage absorbs Rule 8's pressure better than pointer's
prose-with-tags. 19/71 questions show JSON > pointer by 50pp+.

Recommended context budget surfaced for the first time:
- claim_lattice (JSON) peaks at 32-64KB (0.51)
- pointer + quote peak at 16-32KB

CLAUDE.md headline numbers refreshed; docs index points to the
new journal alongside the prior 2026-04-30 reference.
2026-05-02 08:50:45 -04:00
326badf6d8
docs: README label refresh + per-module reference + Graphviz diagrams
Three things in one commit because they're tightly coupled (README
points at the diagrams; diagrams index in modules/index.md points
back at README; module pages embed the diagrams).

(1) README — label refresh:
    - Quickstart label changed from STRICT/HYBRID/UNGROUNDED to the
      four-rung ladder POINTER-LINKED → ANCHOR-WARRANTED →
      EVIDENCE-WARRANTED → UNGROUNDED with -PARTIAL suffix on HYBRID.
    - Verifier section spells out both layers (schema trichotomy +
      display ladder), the seven hard checks of claim_lattice, and
      the five anchor classes of warrant.
    - Architecture tree updated: concepts/ package added, qa/
      sub-modules expanded (warrant, evidence, parse_claims, dag),
      verify.py described as quote/span/entity/paraphrase + claim_lattice.
    - Concept overlay description updated for corpus-derived layer
      (concept_relations table, link_reciprocity extractor, 1.6%
      tax cite).
    - Test count: 326+ → 641+.

(2) docs/diagrams/ — Graphviz dot sources:
    - aborist-modules.dot — top-level package graph (substrate /
      storage / sources / retrieval / qa / mesh / cli)
    - query-pipeline.dot — question → cache → retrieval → LLM →
      verify → render → cache write, with phase budgets
    - ingest-pipeline.dot — source doc → canonicalize → chunk →
      Merkle → upsert (+ optional distill)
    - verifier-ladder.dot — (audit_mode, violations) → display rung
      decision tree
    Existing mesh-*.dot kept as-is. Makefile `make docs` target
    extended to also emit .svg alongside the existing .png so the
    diagrams render in markdown viewers.

(3) docs/modules/ — per-module reference pages:
    - index.md (links to every diagram + every module page)
    - merkle.md, document.md, store.md, ingest.md, evict.md,
      sources.md, search.md, concepts.md, qa.md, distill.md,
      wikitext.md
    Each page is a one-screenful concise reference: what the
    module is for, public API, key invariants, embedded diagrams
    where useful, link to source. Mesh stays at the existing
    docs/mesh.md + docs/mesh-deploy.md (already comprehensive).

Tests: 641 passed (no code change).
2026-05-01 23:19:01 -04:00
5247d8e282
docs(concepts): design reference + 1.6% storage-tax rationale
New `docs/concept-relations-design.md`: architecture reference for
the per-shard concept_relations layer that replaced the legacy
frozenset module (commit 5fd458a). Covers:

- Why phase 1 (hand-curated frozensets) didn't scale.
- Append-only schema + the three by-construction properties (idempotent
  re-derivation via UNIQUE, per-shard storage, Merkle-orthogonal).
- Built-in `link_reciprocity_synonym` extractor reading the existing
  `edges` table — no new crawler, works for Wikipedia AND HTML sites.
- Measured storage: 95.58 MB across 4 wiki shards (3.47M docs,
  10.75M resolved edges, 55,148 reciprocal pairs, 289,848 synonyms),
  4m16s wall-clock backfill. 1.6% tax on the 6 GB corpus.
- Three storage compactions considered & rejected, each with the
  specific trade-off it loses on (drop idx_concept_evid → painful
  purge debugging; BLOB source_root → schema inconsistency; FK
  normalization → JOIN in retrieval hot path).
- How-to: backfill, manual add, purge.
- Adding new extractors.
- Deferred follow-ons (CLI commands, Wikipedia See-also extractor,
  category extractor, hatnote extractor).

CLAUDE.md item 5 in the retrieval-pipeline list updated to point at
the new module path (aborist/concepts/) and the design doc.

TICKETS.md reference list updated to mention the new design doc.
2026-05-01 21:39:09 -04:00
9ec9469c4d
qa(frame): #000002 land — reference-frame polarity contract (D3 → ✓)
The phrase-pattern retrieval route (commit 1b8677d) closed the
RETRIEVAL side of reference-frame failure; this ticket closes
the ANSWER side.

New module aborist/qa/frame.py:
  FrameDetection dataclass (frame_kind, reference_title,
    reference_uri, confidence). Sidecar — never enters cache_key
    or governance_policy_hash.
  detect_frame(question, sources, phrase_match_roots) — heuristic
    detector. Reference-frame classification fires when:
    (a) phrase route surfaced at least one source, AND
    (b) at least one phrase-matched source is a reference work,
        determined by:
          - title parenthetical disambig (`(novel)` / `(film)` /
            `(play)` / `(franchise)` / etc.), OR
          - body sample contains ≥3 DISTINCT fiction markers
            (novel / published / protagonist / plot / ...).
    Distinct-marker count keeps the heuristic robust against a
    history article saying "novel approach" twice.

aborist/qa/query.py:
  Calls detect_frame for lattice modes only. Body sample uses the
  ARTICLE LEAD (chunk_idx=0, post-wikitext-strip) — fiction
  markers cluster in the lead on Wikipedia, not in plot chunks
  that may have been query-relevance-ranked higher.
  New policy field claim_lattice_polarity_preamble injected as a
  user-role message before the grounding_reminder when
  frame_kind == "reference". Format-string with
  {reference_title} placeholder.
  Result dict carries frame_detection (kind / title / uri /
  confidence) for renderer + bench consumption.

aborist/cli.py:
  Renderer adds a `reference frame: <title>` line when
  frame_detection.kind == "reference". Skipped for literal /
  no-phrase-route / ambiguous rows.

Live verification — Orwell case:
  PRE  : "The text does not directly state that Oceania has always
          been at war with East Asia."
  POST : "In George Orwell's dystopian novel Nineteen Eighty-Four,
          the nation of Oceania is always at war with Eastasia,
          but this is a result of propaganda and doublethink, not
          actual historical continuity. The war with Eastasia is
          a fabricated conflict to maintain control..."

Multi-frame compilation: distinguishes propaganda claim from
fictional-actual continuity, exactly the polarity contract from
the ticket §2 abstraction.

Literal queries (capital of france) unchanged — polarity preamble
only injects when frame_kind classifies as "reference".

22 new tests (19 in test_frame.py + 3 in test_cli_render.py).
Full suite: 734 passed (was 712, +22).

Directive D3 status: ½ → ✓. Ticket #000002 closed.

All seven structural directives now ✓:
  D1, D2, D5 (were ✓);
  D3 #000002, D4 #000001, D6 #000003, D7 #000005 (closed in this
  series).
2026-05-01 20:18:13 -04:00
1dfa4636c3
qa(provenance): #000001 land — retrieval_plan_hash binds D4
New module aborist/qa/retrieval_plan.py:
  RetrievalPlan dataclass — frozen, captures the operator-
    influenceable retrieval inputs that determine source
    selection (retrieval_keywords, top_k, over_fetch,
    max_context_chars, shard_ids).
  retrieval_plan_hash() — SHA-256 over canonical-JSON.
    Deterministic per call; folds into the run-DAG retrieval
    stage as a bound input alongside the existing
    sources_summary output.

build_run_dag (aborist/qa/dag.py) accepts retrieval_plan_hash:
  When provided, the retrieval stage hash binds BOTH plan
    (input) and result (output): H({"retrieval_plan_hash":...,
    "sources_summary_hash":...}).
  When omitted (e.g. legacy / quote-mode callers that haven't
    plumbed it yet), the retrieval stage falls back to the
    historical sources-summary-only hash so pre-#000001
    run_dag_root values stay stable.

query.py constructs the plan per call and passes it through.
Question text intentionally NOT in the plan — already covered
by question_hash. Shard ids included so audit can reproduce
which shards the search ran against.

Two runs with identical sources but different retrieval keywords
now produce different run_dag_root values — the provenance gap
on operator hints (auditor recovers "these were the keywords
that pulled in those sources") closes for the run-DAG path.

Marker test in tests/test_directives.py flipped from "absent"
assertion to "present": test_d4_retrieval_plan_binding_landed.
Plus test_d4_retrieval_plan_hash_module_exists pinning the
module shape. Full suite: 712 passed.

Deferred per ticket §6:
  - audit events (retrieval_plan_built / retrieval_result_selected)
  - providence_cache.retrieval_keywords SQL column
  - optional strict cache_key mode (retrieval_plan_affects_cache_key)

These are ergonomic affordances atop the run-DAG binding; earn
their own tickets when bench evidence shows the blob path is
too friction-heavy for real workflows.

Directive D4 status: ½ → ✓. Ticket #000001 closed.
2026-05-01 19:26:01 -04:00
3796c238cc
qa(label): #000005 land — four-rung ladder migration (D7 sharpened)
Replaces the two-rung EVIDENCE-LINKED / EVIDENCE-LINKED-PARTIAL
display label for claim-lattice methods with a four-rung ladder
that names a strictly stronger property at each rung:

  POINTER-LINKED       pointer/source/chunk verified;
                       warrant either didn't apply or failed
  ANCHOR-WARRANTED     pointer-linked + warrant passed where it ran;
                       other soft demotes may apply
  EVIDENCE-WARRANTED   anchor-warranted + no soft demotes
  UNGROUNDED           no verified pairs

HYBRID gets a -PARTIAL suffix on whichever rung applies.

Implementation: _render_audit_label gains a violations parameter
(defaults to None for backward-compat). _ladder_rung_for_lattice
discriminates rungs from the existing violations list:
  - WARRANT_MISSING in violations → POINTER-LINKED
  - any of {LAZY_ANCHOR_DEMOTED, POINTER_OVERFLOW_TRIMMED,
    TOO_MANY_CLAIMS, BARE_NAME_CLAIM} → ANCHOR-WARRANTED
  - else → EVIDENCE-WARRANTED

Design simplification vs the ticket's §3 sketch: the proposed
verifier_steps_ran field on the verdict dict was NOT needed. The
existing violations list carries enough signal to discriminate
all rungs. Per the five-step algorithm step 2: don't add fields
you don't need.

Quote / span / entity / paraphrase methods stay unchanged (their
STRICT verifies pinned spans, not synthesis).

Schema column audit_mode enum stays {STRICT, HYBRID, UNGROUNDED}
— pure renderer transformation, no governance_policy_hash bump,
no cache invalidation, no mesh-wire-format change. Existing
providence records render under the new ladder on next read.

5 new renderer tests in tests/test_cli_render.py covering each
rung mapping. D7 anti-regression test in tests/test_directives.py
updated to gate on the ladder labels. Bench helper docstring
follows. Full suite: 711 passed.

Directive D7 stays at ✓; ticket #000005 closed.
2026-05-01 19:20:47 -04:00
f419d76292
qa(warrant): #000003 land — anchor-class generalization (D6 → ✓)
Three new question-shape classes dispatched through warrant_check
alongside the existing relation + date anchors:

(1) Entity-list shape — `name X`, `list X`, `who are the members
    of X`. List-aware extractor `extract_entity_list_anchors`
    (multi-word phrases ∪ solo-cap individual names) so comma-
    separated entities each contribute. ANY-match semantics:
    demote-don't-reject when an extra entity from training-prior
    appears alongside grounded ones.

(2) Count shape — `how many X`, `how much X`. Digit ↔ word
    equivalence (claim says "six", span says "6", or vice versa)
    with ordinal collapse (`sixth → 6`). Year-shaped digits
    filter out (those belong to the existing date anchor class).
    ALL-match semantics: every count token in the claim must
    appear in some cited span as digit or word.

(3) Why-cause shape — `why X`. Cause-anchor pool widens to
    ≥5-char lowercase common nouns (post a generic stopword set
    that filters quantifier-adjective fillers like "various",
    "factors", "situation") PLUS proper-noun anchors from the
    existing extractor. Gated on why-shape only: lowercase
    common-noun extraction has higher false-positive risk
    elsewhere.

Per-class policy gate (proposed `claim_lattice_warrant_classes`
dict) deferred per the five-step algorithm step 2: single
`warrant_check_enabled: bool` is the minimum viable gate; per-
class flags earn their slot when bench evidence shows over-firing
on a specific class.

17 new warrant tests (detector + extractor + integration).
Marker test in test_directives.py flipped from "absent" to
"present" assertion: test_d6_warrant_generalization_landed.

Full suite: 709 passed (was 692, +17).

Directive D6 status flipped to ✓ in seven-point-program.md.
Ticket #000003 closed.
2026-05-01 19:16:06 -04:00