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06c95a03ab
ticket #000035 Phase 1: arborist/v7/anchor_prg HMAC-SHA-512 PRG
Lands the M1 mitigation cryptographic primitive that ticket #000018
§5.2 + §9.2 specified, scoped per ticket #000035 §3.1-§3.3. Pure
stdlib (hashlib + hmac); no third-party dependency.

arborist/v7/__init__.py
=======================
First module landed under the v7 namespace. v7 plastic-training is
currently paper-stage (per #000037 §17.2); this is where its
deterministic primitives accumulate ahead of an active deployment
target so the building blocks are unit-tested + KAT-pinned the
moment v7 needs them.

arborist/v7/anchor_prg.py
=========================
Implements ``phi_prg(hard_hash_32, dim_h, *, seed) -> list[float]``
per #000035 §3.1. Construction is SP 800-108 KDF in counter mode
over HMAC-SHA-512:

  Output(SEED, C(M), n_bytes) :=
      i = 0
      out = b""
      while len(out) < n_bytes:
          out += HMAC-SHA-512(SEED, C(M) || i.to_bytes(4, 'big'))
          i += 1
      return out[:n_bytes]

  Float conversion: f(u32) := 2 * (u32 / 2**32) - 1
                              ↑ uniform on [-1, 1)

Security argument from #000035 §2.1: HMAC-SHA-512 is a PRF under
the standard SHA-512 + HMAC assumption; distinguishing advantage
from random bounded by SHA-512 collision-resistance (~2^256), which
structurally matches the substrate's SHA-256 hard-hash family. The
seed is published, not secret — secrecy is not the security
property; the property is computational indistinguishability of the
output from random, which holds even when the seed is public.

Module exports ``PHI_PRG_VERSION = "phi-prg-v1-hmac-sha512"`` so
future algorithm rotations are detectable at the call site without
string-comparing module paths. Per #000035 risk §6.1, a
``phi_prg_version`` field in the v7 manifest will let future
deployments swap to a successor PRF without breaking historical
replay; this version string is the runtime-side mirror.

Hard-hash input length checked exactly at 32 bytes — silently
padding shorter input would break the PRF security argument.
``dim_h`` validated as positive int.

tests/test_anchor_prg.py
========================
20 tests covering #000035 §3.2 acceptance criteria + the strict
range invariant + the input-validation surface:

- Determinism: same (seed, hard_hash, dim_h) → identical floats.
- Range: every output in [-1, 1) with strict upper bound. Three
  edge cases pinned: u32=0 → -1.0, u32=2^31 → 0.0,
  u32=2^32-1 → just below 1.0.
- Chi² loose-uniformity: 4096-sample bin-test (df=15) with a
  generous threshold (60); catches catastrophic PRG bugs (counter
  cycling, mis-keyed HMAC) without claiming cryptographic-grade
  evidence.
- Boundary: dim_h=1 + dim_h=16384 both produce sensible output.
- Avalanche, seed-bit: flip top bit of seed[0]; require 35-65% of
  output bits flipped (PRF avalanche property).
- Avalanche, hash-bit: same surface for the hard-hash input.
- Validation rejects: short hashes, long hashes, non-bytes hashes,
  zero / negative / non-int dim_h.
- Module export shape: PHI_PRG_VERSION + PLACEHOLDER_SEED.
- KAT regression: pinned vectors verified against
  ``bench/fixtures/phi-prg/known-answer-tests.jsonl``.

bench/fixtures/phi-prg/known-answer-tests.jsonl
================================================
10 KAT vectors generated against the placeholder seed + custom
seed/hash combinations; covers smoke (placeholder seed × small
dim_h), block boundaries (HMAC-SHA-512 blocks are 64 bytes, so
dim_h=16 is exactly one block, dim_h=17 is two blocks with
truncation), seed/hash one-bit-flip variants, and a 4096-element
stress sample.

Each row pins the SHA-256 of the raw byte stream (not the float
list) — that's the durable contract; switching from list[float] to
array.array('f', ...) or numpy arrays at the float layer would not
invalidate the fixture. Algorithm changes MUST bump
PHI_PRG_VERSION and create a new fixture file under
bench/fixtures/phi-prg/; old runs replay against old data per the
v7 spec replay discipline.

#000035 status flip
===================
docs/tickets/ticket-000035-prg-choice-phi-prg.md §7 updated from
"open · awaiting go/no-go" to "in progress · Phase 1 landed
2026-05-10". §7 now carries Phase 1 close-out details + Phase 2
gating criteria (active v7 deployment target + spec maintainer
review of §3.4 amendment text). The §3.4 v7 §9.10 amendment text
stays as the draft awaiting Phase 2 landing.

docs/TICKETS.md index row was already updated by fox in commit
ed470dc; my edit was idempotent.

Hygiene
=======
- make test → 1643 passed, 45 skipped (was 1623; +20 anchor_prg)
- make chain-check-shards → 0 breaks across all 7 shards
- arborist.v7 namespace picked up automatically by the existing
  pyproject.toml [tool.setuptools.packages.find] include="arborist*"
  glob; no setup change required.
- fox's in-flight #000037 ticket modifications + a parallel
  #000031 ticket update left untouched.
2026-05-10 08:44:18 -04:00
b7a172cb04
warrant resolver: cascade tuning lifts 77 -> 92/92 (100%)
The +14-record close-out: most stuck records had substrate content
in already-ingested shards but the FTS5 cascade picked discriminator
tokens the substrate text didn't use as titles. Two surgical
additions to _build_record_query_cascade:

(1) parenthetical-phrase variant via new _phrase_from_parenthetical
    helper. The discriminating term often lives INSIDE a trailing
    parenthetical that _phrase_for_axiom was stripping:
      "Kolmogorov's First Axiom (Non-Negativity)" -> '"non negativity"'
      "Newton's First Law (Law of Inertia)"        -> '"inertia"'
      "Axiom of Side-Angle-Side (SAS)"             -> '"sas"' (already had this via prior path)

(2) content-tokens OR-join (top 3) as soft fallback after the AND
    join. Most stuck records had top-5-AND scoring 0 hits even when
    substrate had clear content; OR-of-top-3 surfaces relevant
    chunks reliably without sacrificing precision (citation +
    title-haystack guards remain).

Plus one final citation-alias row: Boehm-Jacopini -> Software
Foundations LF (decision_by="fox 2026-05-10"). SF-LF Imp.v
formalizes the structured-program theorem in Coq with sequence /
conditional / while-loop — same theorem as Boehm-Jacopini 1966
CACM in modern formal-verification dress.

Per-pillar:
  I:   12/13 -> 13/13
  II:   9/10 -> 10/10
  III: 11/13 -> 13/13
  IV:  18/18 stable
  V:    2/5  ->  5/5
  VI:   3/5  ->  5/5
  VII: 11/14 -> 14/14
  IX:  11/14 -> 14/14
  Total: 92/92 (100%)

Cumulative day-of-2026-05-10 lift: 18/92 -> 92/92 (+74 records,
+80 pp absolute). Started the day with only Hilbert pillar IV
resolved; ended with all 8 pillars fully resolved across 13
textbook substrates (Hilbert, Boole, Cantor, De Morgan, Russell
IMP/PoM, PM Vol 1, Peano, Dedekind, Newton, Laplace, Grinstead-
Snell, PLFA, SF-LF, Bogart, Levin, Judson, Aristotle).

40 citation-alias rows + 13 term-alias rows, all audit-disciplined
per #000041/#000042 (decision_by + decision_rationale per row).

All 1623 tests pass.
2026-05-10 08:33:19 -04:00
37cc2f7a58
Grinstead-Snell ingest + cascade tuning batch: 68 -> 77/92 (84%)
Under fox "work all paths" directive, four orthogonal lifts:

(1) 14 Levin alias rows for pillar VII compound citations — each
    Stanley/Brualdi/Knuth ref now has BOTH Bogart AND Levin as
    substitute. Lifted +2 (hockey-stick + stars-and-bars).

(2) 6 Goedel multi-substitute aliases — Goedel citations now have
    4 substitutes each (Peano, Russell IMP, Dedekind, SF-LF). Lifted
    +4 pillar III records (Axiom of Zero / Distinctness / Addition-
    Successor / Multiplication-Successor variants).

(3) 2 SF-LF alias rows for pillar I formal proof axioms (Mendelson +
    Enderton -> SF-LF). SF Logic.v has 12 hits "excluded middle",
    40 "existential", 1 "double negation". Lifted +2 (Existential
    Introduction, Double Negation Elimination).

(4) Grinstead-Snell Introduction to Probability ingest (GFDL,
    Dartmouth CHANCE Project). Initial LibreTexts BFS crawl thin
    (24 chunks nav-only at depth=2). Switched to Dartmouth PDF
    -> pdftotext -layout -> single-page HTML on localhost:8765
    -> standard arborist html ingest. Result: 339 chunks of
    substantive probability content. Lifted +1 (Inclusion-Exclusion).
    New ingest pattern useful for any PDF-only textbook.

Per-pillar:
  I:   10/13 -> 12/13 (+2)
  II:   9/10 stable
  III:  7/13 -> 11/13 (+4 — biggest win)
  IV:  18/18 stable
  V:    1/5  ->  2/5  (+1)
  VI:   3/5  stable
  VII:  9/14 -> 11/14 (+2)
  IX:  11/14 stable
  Total: 77/92 (84%)

7 term aliases registered (physics Newton-vocab + arithmetic Peano-
vocab) but most didn't lift — cascade picks different tokens than
my aliases target. Cascade tuning would require code work in
_build_record_query_cascade / _phrase_for_axiom. Deferred.

Cumulative day-of-2026-05-10: 18 -> 77 / 92 (+59 records, +64 pp).
15 records still stuck. Top blockers:
  - Cascade-tuning for substrate-content-exists-but-FTS5-misses
    (Kolmogorov 3 axioms, Newton third law, Vandermonde, Catalan,
    Injectivity of Successor, etc.) — code work
  - PM *24+ not transcribed (Russell's Paradox Resolution)
  - Boehm-Jacopini esoteric (no PD substitute)
2026-05-10 08:03:11 -04:00
8980e64aa0
three-thread session output: stale TODOs, N-power probe, ForkScore Phase 1c
Three threads landed in a single commit because they share the same
substrate (the #000037 §12 trigger probe shipped in c422216):

A — code-side stale-map sweep (arborist/qa/repair.py)
=====================================================

Walked inline TODO/FIXME/XXX markers across arborist/ + tests/. Five
hits: two false-positives (\\uXXXX in escape pattern docs), one
genuine deferral (raw_html cache in async_web_fetcher), and **two
stale TODOs in arborist/qa/repair.py** referring to "re-prompt
feedback path is future work" — even though `reprompt_repair` is
fully implemented (lines 140+ at the time of this commit), wired
through CLI `--repair-reprompts N` flag (cli.py:4574), and gated by
`policy["repair_max_reprompts"]`. Refreshed the docstring header
and the in-body comment to point at the actual function.

Same drift pattern as today's earlier ticket sweep (e84f453):
implementation lands, the TODO doesn't get refreshed, future readers
re-implement what's already there.

B — N-power follow-up to the §12 trigger probe
==============================================

c422216's first probe run reported trigger 2 (divergence variance)
at N=16, σ=0.5, ratio=0.8 — both threshold conditions would fire if
N reached the 30-sample N_min. To validate that the variance signal
holds at N≥30 (rather than vanishing on a wider sample), drove the
canonical-witness path 20 additional times via a new
bench/qa_questions_canonical_witness_npower.txt fixture
(10 arithmetic@v1 + 10 logic-kernel@v1 questions; all
canonicalize-then-LLM-witness without errors).

Result at N=37: trigger 2 fires. Ratio 0.575 > 0.5, abs σ 0.435 > 0.10.
Variance signal is real at the floor. Captured in
bench/results/prometheus-sigma-triggers-2026-05-10-npower.md with a
loud caveat at the top: this is N-power validation, NOT a measure of
real workload pressure. The §12 phase-1 go/no-go decision should
still come from natural workload N or operator-stated need.

The prior baseline (prometheus-sigma-triggers-2026-05-10.md) stays
in place as the workload-state-at-time-of-ticket-c422216 record;
this new -npower.md report is the statistical-power follow-up.

C — ForkScore Phase 1c proposal (#000012)
=========================================

#000037 §12 Trigger 1 ("ForkScore receives ≥4 candidate branches per
checkpoint") gates on multi-branch persistence — but #000012 Phase 1a
(landed 2026-05-08) is single-validator scoring of one fork at a
time, and Phase 1b (still open) is the consensus paper. Neither
persists branch-sets. So Trigger 1 structurally cannot fire today,
which the probe correctly reports as "no fork_score branch-set table
found".

Added Phase 1c to #000012 as a doc-only proposal (no code in this
commit):

- New `fork_score_branches` table (sibling to capital_ledger; does
  NOT enter audit_events.event_hash preimage).
- Optional `--branch-set <ID>` flag on `arborist v8 score`.
- One read API: `branch_set_density(conn, branch_set_id)`.
- #000037 probe wires through the new function once it lands.

Not opened as its own ticket because operator pressure for it
hasn't surfaced naturally — gates on either #000012 Phase 1b
landing OR #000030 algebra/calc kernel expansion producing
competing-kernel branches an operator wants to compare. Captured
here so a future shift doesn't re-discover the gap.

Hygiene
=======
- make test → 1623 passed, 45 skipped
- make chain-check-shards → 0 across all 7 shards
- fox's in-flight #000037 ticket modifications left untouched
2026-05-10 07:46:35 -04:00
245fb6ead3
PLFA + SF-LF + PM Vol 1 ingest: 62 -> 68/92 (74%) — pillar IX nearly closed
Three new substrates targeting the lambda-calculus gap (pillar IX
was 5/14 stuck) and the type-theoretic Russell's Paradox Resolution
record (last pillar II straggler):

  PLFA - Programming Language Foundations in Agda
    (Wadler/Kokke/Siek, Edinburgh CS, CC-BY-4.0)
    plfa.github.io BFS depth=2 max=60 -> 58 docs / 413 chunks
    Untyped + simply-typed lambda calculus, Confluence/Church-Rosser,
    progress + preservation, de Bruijn, beta/alpha/eta reduction.

  Software Foundations Vol 1 - Logical Foundations
    (Pierce et al., Penn CIS, MIT-licensed)
    softwarefoundations.cis.upenn.edu/lf-current/ BFS depth=2 max=40
    -> 33 docs / 367 chunks. Coq induction proofs, lambda calculus.

  Whitehead-Russell Principia Mathematica Vol 1
    (1910 Cambridge, PD by age, PG #78050 single-page HTML)
    -> 1 doc / 231 chunks. Preface + intro + chs I-III only;
    formal type theory body (*24 onwards) not transcribed.

Plus 4 new citation-alias rows per #000041 (decision_by="fox 2026-05-10"):
  Barendregt -> PLFA (+5 pillar IX)
  Barendregt -> Software Foundations LF (+1 pillar IX, supplementary)
  Jech       -> PM Vol 1 (cascade miss; 0 lift)
  Landau     -> Software Foundations LF (cascade miss; 0 lift)

Per-pillar:
  IX:  5/14 -> 11/14 (+6 — beta/alpha/eta + Church-Rosser + extensionality + fixed-point)
  Others stable.

Title-haystack hack reverted: initial backfill appended ", Barendregt
substrate" to PLFA + SF docs, which would have let the resolver match
Barendregt citations directly via the haystack (mis-labeling chains
as DIRECT instead of via_alias). Now uses clean citation-alias
substitution; audit trail preserves substitution.

Cumulative day-of-2026-05-10: 18 -> 68 / 92 (+50 records, +54pp).
24 records still stuck. Top blockers:
  - Pillar I formal proof axioms (3) — Hilbert-Ackermann needed
  - Pillar III symbolic-axiom cascade misses (6) — Peano/Dedekind/SF
    have content; FTS5 token cascade doesn't surface
  - Pillar V Kolmogorov axioms (4) — Laplace narrative not enough,
    Kolmogorov 1933 URAA-blocked until 2058
  - Pillar VII advanced identities (5) — Bogart skews intro
  - Pillar IX (3) — Turing/Bohm-Jacopini/Orbit-Stabilizer cascade misses
  - Pillar VI (2) — Newton 1729 vocab mismatch
  - Pillar II Russell's Paradox Resolution (1) — PM Vol 1 *24+ not transcribed
2026-05-10 07:45:40 -04:00
fb886f3599
3 more textbooks (Russell PoM + Laplace + Dedekind): 54 -> 62/92 (67%)
Three PD / CC-BY-SA-4.0 primary substrates ingested under fox
"keep filling maths in" directive:

  Russell - Principles of Mathematics 1903 (Klement HTML, 1MB
    single page, 546 chunks). CC-BY-SA-4.0 typesetting + PD content.
    Pillar I/II — class theory, relations, Russell's Paradox
    derivation that IMP 1919 omits.

  Laplace - A Philosophical Essay on Probabilities (PG #58881 HTML,
    Truscott-Emory 1902 English, 111 chunks). PD by age. Pillar V
    primary; pre-Kolmogorov foundational treatise.

  Dedekind - Essays on the Theory of Numbers (PG #21016 TeX, Beman
    1901 English, 57 chunks via existing textbook_tex pipeline).
    PD by age. Pillar III primary alongside Peano; Dedekind cuts
    + chains-and-induction definition of natural numbers.

Plus 5 new citation-alias rows per #000041 (decision_by="fox 2026-05-10"):
  Mendelson  -> Russell PoM (+2 pillar I)
  Enderton   -> Russell PoM (+1 pillar I)
  Jech       -> Russell PoM (+4 pillar II — Russell's Paradox)
  Landau     -> Dedekind     (cascade miss; 0 lift)
  Kolmogorov -> Laplace      (+1 pillar V)

Per-pillar:
  I:    7/13 -> 10/13 (+3)
  II:   5/10 ->  9/10 (+4 — pillar II nearly clear)
  III:  7/13 stable
  IV:  18/18 stable
  V:    0/5  ->  1/5  (+1)
  VI:   3/5  stable
  VII:  9/14 stable
  IX:   5/14 stable
  Total: 62/92 (67%)

Cumulative day-of-2026-05-10 lift: 18 -> 62 (+44 records, +47pp absolute).

30 records still stuck. Top-yield next candidates:
- Hilbert-Ackermann 1928 for pillar I formal proof axioms
- Whitehead-Russell PM Vol I for pillar II type-theoretic Russell's Paradox resolution
- Software Foundations / Wadler Programming Language Foundations
  in Agda (both CC-BY-4.0) for pillar IX lambda calculus
- Pillar III cascade tuning (Peano + Dedekind shards have content
  but FTS5 token cascade misses symbolic axioms)
2026-05-10 07:31:40 -04:00
c422216428
#000037 Phase 0: §12 trigger probe + Phase 1 test scaffolding
Phase 0 of ticket #000037 (Prometheus-Σ recursive falsification
controller) is doc-only and gates Phase 1 on §12 measured-pressure
triggers. This commit lands the empirical-evidence harness fox needs
for the go/no-go decision, plus the §16.2 test scaffolding so the
contract is discoverable from the test runner today.

bench/prometheus_sigma_trigger_probe.py
=======================================

Read-only walk of audit_events + capital_ledger across shards.
Reports each §12 trigger:

- Trigger 1 (branch density, ≥4 branches/checkpoint): looks for a
  fork_score branch-set table; reports "no data — single-validator
  ForkScore Phase 1a" when absent. Trigger structurally cannot fire
  until #000012 multi-branch persistence lands.
- Trigger 2 (divergence variance, N≥30 + ratio>0.5 OR abs>0.10):
  aggregates providence_canonical_witness audit-event bodies,
  maps each agreement_label per #000028 §1.2 to a binary
  LLM-divergence score, computes mean/stddev/ratio. Defensive on
  the max(mean,ε) guard from §12 itself.
- Trigger 3 (witness cost share > 0.30): aggregates capital_ledger
  rows; uses `material` (kWh proxy) as the canonical compute axis;
  surfaces both `material` and `financial` so fox can pick a
  different form if needed. Tags the report with the caveat that
  the current ledger reflects ad-hoc activity, not a controlled
  #000026 sweep.
- Trigger 4 (operator mission need): n/a — operator decision.

Pure measurement, no LLM, no schema change, no mutation. Output is
a markdown report at $(PROMETHEUS_PROBE_OUT) (default
bench/results/prometheus-sigma-triggers-<utc-date>.md).

Wired via `make prometheus-trigger-probe`.

bench/results/prometheus-sigma-triggers-2026-05-10.md
=====================================================

First captured baseline. Verdict on current shards:

  Trigger 1: NO  (no fork_score branch-set table; #000012 Phase 1a
                  is single-validator)
  Trigger 2: NO  (16 samples; N_min=30. But mean=0.625, σ=0.5,
                  ratio=0.8 — both ratio AND abs floors would fire
                  if N reaches 30. Signal is there; just needs more
                  samples.)
  Trigger 3: NO  (witness/total material = 0.005, well under 0.30
                  threshold. Caveated: ledger is ad-hoc, not a
                  controlled #000026 sweep.)
  Trigger 4: n/a (operator-stated)

Empirical answer: no §12 measured-pressure trigger has fired yet.
Phase 1 of #000037 remains paper-only unless fox invokes Trigger 4.

tests/test_prometheus_sigma.py
==============================

17 skip-stubs pinning the §16.2 acceptance contract. Each test:

- Collects today via `pytest --collect-only` so the test surface is
  discoverable.
- Skips with reason "Phase 1 not landed; controller module
  arborist/v9/prometheus.py absent" until that import succeeds.
- Carries a one-sentence intent line tying it back to a numbered
  ticket section (§5 / §6 / §7 / §10 / §13 / §14 / §16.1 / §4.4).

When Phase 1 lands, the implementer adds the controller module
under arborist/v9/prometheus.py per §13; CONTROLLER_AVAILABLE
becomes True; each test gets its body filled in. The names, intents,
and skip-reason strings are the durable contract.

Hygiene
=======

- make test → 1623 passed, 45 skipped (was 28; +17 new skips).
- make chain-check-shards → 0 breaks across all 7 shards.
- No code touched outside the new probe + scaffolding files +
  Makefile target wiring. fox's in-flight #000037 ticket
  modifications left untouched.
2026-05-10 07:24:59 -04:00
f6951f4472
medium-conf aliases + Peano ingest + title backfill: 35 -> 54/92 (59%)
Three orthogonal lifts under fox 2026-05-10 "all of the above"
directive:

(1) 7 medium-confidence citation aliases per #000041:
    Mendelson  -> Russell IMP + De Morgan FNL + Boole Laws of Thought
    Enderton   -> Russell IMP + De Morgan FNL
    Jech       -> Cantor 1915 Contributions
    Landau     -> Russell IMP
    Each row carries partial-coverage caveat in decision_rationale.

(2) Peano Arithmetices Principia 1889 ingested via existing
    textbook_tex pipeline. Source: mdnahas/Peano_Book GitHub
    repo (CC-BY-SA-4.0, Verheyen+Nahas English+Latin LaTeX).
    paracol multi-column macros leak some residue but substantive
    text extracts (39 chunks, 35 hits on "peano", 38 on
    "arithmetic"). Make target textbook-peano. Manifest entry
    peano-arithmetices-principia-1889. Plus 3 substitute-citation
    aliases:
      Landau -> Peano (lifts 2 pillar III records)
      Goedel -> Peano (2 variant strings)

(3) Title-from-author backfill on Cantor / Russell IMP / Bogart /
    Judson / Peano shards. Empirical defect: HTML/textbook_tex
    sources took titles from <title> tags or URLs which on
    Wikisource + PG do NOT include author surname, so the
    resolver's _shard_matches_citation heuristic (requires
    cited-author surname in title haystack) failed silently for
    all alias-resolved chains where the substitute author wasn't
    self-evident in the shard content. Surgical SQL UPDATE on
    documents.title fixed it. Single biggest lift in this turn:
    +13 records.

Per-pillar:
  I:    4/13 -> 7/13  (+3, Russell IMP / Boole / De Morgan)
  II:   0/10 -> 5/10  (+5, Cantor)
  III:  0/13 -> 7/13  (+7, Peano + Russell IMP)
  IV:  18/18 stable
  V:    0/5  stable (Kolmogorov URAA-blocked)
  VI:   3/5  stable
  VII:  9/14 stable
  IX:   5/14 stable
  Total: 54/92 (59%)

Title backfill is a one-off SQL; the proper long-term fix is in
the source ingest pipelines (HTML / textbook_tex should pull
author from manifest's `author` field at ingest time and prepend
to document.title). Tracked under #000031 Phase 1 follow-up.
2026-05-10 07:14:44 -04:00
19506d8386
citation-aliases batch: 18 -> 35 / 92 records resolve (38%)
Three high-confidence alias decisions per fox 2026-05-10 + 14
full-string aliases for compound pillar-VII citations + a deeper
Newton recrawl.

Lift breakdown:
  pillar IV (Hilbert):           18/18 unchanged
  pillar VI (Goldstein/Newton):   0/5  ->  3/5  (+3)
  pillar VII (Stanley/Bogart):    0/14 ->  9/14 (+9)
  pillar IX (Dummit-Foote/Judson):0/14 ->  5/14 (+5)

Citation aliases live in ~/.arborist/shards/000.db (audit table per
#000041). 14 pillar-VII rows are full-string matches against the
compound source_ref strings (resolver looks up by exact source_ref;
parsed sub-citations are not yet alias-keyed individually).

Newton shard rebuilt: original `crawl_en_wikisource_org_newton.db`
followed Wikisource sidebar instead of book content (60 docs / 289
chunks of mostly nav cruft). Manifest now pins (1729) edition root
+ explicit subpage urls (Axioms_or_Laws_of_Motion, Definitions,
Rules_of_Reasoning_in_Philosophy); recrawl produced 120 docs / 779
chunks of actual Principia text in textbook_newton-principia-motte.db.

5 records stuck despite alias registered (FTS5 cascade misses):
Newton Third Law + Conservation of Momentum (modern vocabulary
absent from 1729 prose), 4 advanced pillar-VII identities (Hockey-
Stick, Vandermonde, Catalan, Stars-and-Bars — Bogart skews intro-
level), Orbit-Stabilizer (Judson covers it but cascade doesn't
surface). Tractable one-by-one; deferred.

Pillars I/II/III/V/lambda subset of IX still 0/X — those need
medium-confidence alias decisions (Mendelson/Enderton -> Russell IMP,
Jech -> Cantor) or Phase 4 textbook acquisitions (Landau, Goedel,
Kolmogorov, Church) under #000038.
2026-05-10 06:58:27 -04:00
6ba833878d
bench: progressive-AND fixture + 2026-05-09 A/B baseline report
The bench-qa-smoke A/B against commit 416f956 surfaced a methodology
gap: the smoke fixture is structurally insensitive to retrieval-side
changes — every smoke query succeeds at full-AND chain 0 on every
shard, so cache_keys match byte-for-byte BEFORE/AFTER and any
STRICT-rate variance is pure LLM dice. Discovered when 5pp signal
floor at n=3 produced ±20pp swings with identical cache_keys.

This commit pins a fixture that ACTUALLY exercises the new code path:

- 5 PROGRESSIVE queries (full-AND fails on at least one shard;
  _progressive_and_token_chains drops shortest-tokens-first). Includes
  the canonical Gundremmingen case from commit 2b9d1f0.
- 2 DF_FILTER queries (every AND chain fails on at least one shard;
  search lands in OR-mode where _filter_or_pool_by_df trims
  high-DF tokens).
- 2 CONTROLs (full-AND succeeds on every shard; cache_keys must
  remain identical BEFORE/AFTER for any retrieval-side change).

Which-chain-fires-on-which-shard was empirically verified at HEAD
against ~/.arborist/shards (4 wiki shards, 1.5M chunks each). Header
documents the chain that wins per query; re-probe if shards drift.

Baseline A/B (commit 416f956 ON vs OFF, n=3, --burn between samples,
fixture run via make bench-qa-progressive-and):

  category       cache_key parity    STRICT-rate delta    median latency delta
  PROGRESSIVE    9/15 drifted        +0.0pp (11/45 both)   -3.6s
  DF_FILTER      3/6 drifted         +5.6pp (10/18 → 11/18) -3.9s
  CONTROL        0/6 drifted         +0.0pp (15/18 both)    +0.0s

The CONTROL +0.0s latency delta is the load-bearing diagnostic —
when retrieval is byte-identical the search-side change cannot
affect total wall, and it doesn't. PROGRESSIVE / DF_FILTER cache_key
drift is the change actively redirecting retrieval, with the
expected latency win and no STRICT regression.

Future retrieval-side work (#000039 sqlite-vec backend, synonym
expansion changes, embedding rerank, hybrid scoring) should bench
against this fixture in addition to the full bench-qa scoreboard.

Hygiene:
- make test → 1623 passed, 28 skipped
- make chain-check-shards → 0 breaks across all 7 shards
2026-05-10 06:35:18 -04:00
a5d666eba2
textbook ingest: 4 base-knowledge additions for pillars I/II/III/IX
Adds Cantor (Jourdain 1915 transl., PD), De Morgan First Notions of
Logic (PG #67017, PD), Russell Introduction to Mathematical Philosophy
(PG #41654, PD), and Judson Abstract Algebra Theory and Applications
(GFDL-1.3) to the textbook manifest, plus per-book make targets +
a `textbooks-base-knowledge` bulk target. Idempotent at DB layer.

These four primaries cover the proprietary citations across pillars
I/II/III/IX (Mendelson, Enderton, Jech, Barendregt, Dummit-Foote)
that dominate the 74 unresolved claim-pack records. They land as
honest "no match" under the existing resolver `_shard_matches_citation`
heuristic (cited-author surname required) — full lift gates on
fox citation-alias decisions per #000041.

Total ingest delta: 43 docs / 295 chunks across four crawl shards.
Bench journal under bench/results/textbook-base-knowledge-upgrade-2026-05-09.md
records per-book license rationale, projected lift table, and the
remaining #000038 acquisition gaps (Hilbert-Ackermann, Landau,
Gödel, Kolmogorov, Church) for which no clean PD HTML edition was
located in this session.
2026-05-09 20:38:32 -04:00
cc1a597708
ticket #000042: 4 geometry aliases resolve all 18 Hilbert pillar IV records
Smoke-test alias rationale was published with #000042, but two of the
three trailing records ("non triviality", "side-angle-side") needed
their own per-concept aliases since Hilbert 1902's vocabulary differs
in more than one place. Map of registered aliases (geometry domain):

  incidence                    -> connection      (4 records lifted)
  euclidean parallel postulate -> axiom of parallels (1)
  non triviality               -> space axiom     (1)
  side angle side              -> included angle  (1)

Hilbert pillar IV is now the first complete warrant-chain vertical:
18/18 records bind to a primary-source surface chunk via Merkle
inclusion proof. 11 direct + 7 via-alias derivations rows. Bench
journal under bench/results/hilbert-pillar-iv-fully-resolved-2026-05-09.md
records reproducibility steps + per-alias signal data so a future
shift can extend the same pattern to Boole 1854, Newton 1729 Motte,
and Aristotle's traditional translations once #000038 lands those
surfaces.

Cluster-wide remains 18/92 (20%); the other 74 records cite textbooks
not yet ingested. Phase 4 content acquisition (#000038) gates next
lift.
2026-05-09 20:18:58 -04:00
8ba123dc17
bench/results: warrant-chain render tail measurement (2026-05-09)
Six-question Q&A sweep against the augmented shard cluster
post-#000031 Phase 3 commit (69e0a95). Looking for the new
`· warrant: N proven` tail surfaced by
_render_warrant_chain_tail when an answer's cited sources
include a claim-pack record with a warrant-resolver-v1
derivations row.

Result: 1 of 6 questions lit up the warrant tail.

  Pasch's axiom              → STRICT · via quote · warrant: 1 proven  ✓
  Hilbert geometry axioms    → STRICT · via quote                       ✗
  axiom of betweenness       → HYBRID · via paraphrase                  ✗
  Bayes theorem              → STRICT · via quote                       ✗
  modus tollens              → UNGROUNDED · via quote                   ✗
  binomial coefficient id.   → HYBRID · via paraphrase                  ✗

1/6 matches the data substrate: 11 of 92 records have warrant
chains, all pillar-IV Hilbert axioms. The 5 unsigned cases are
honest:

- Hilbert / betweenness queries cited Wikipedia + crawled
  textbook surfaces, NOT the claim-pack records — no claim-pack
  record cited → no warrant chain to surface.
- Bayes theorem: even if cited, Kolmogorov isn't surface-
  ingested → would stay at ANCHOR-WARRANTED ceiling.
- modus tollens UNGROUNDED: pre-warrant verifier issue,
  orthogonal to this ticket.
- binomial-coefficient: claim-pack pillar VII cites Brualdi /
  Stanley / Knuth, none surface-ingested.

No false positives observed — the render tail correctly stays
silent when chain-of-custody data is absent.

Roadmap: Adding any cited textbook to the manifest →
re-running warrant-resolve → more records resolve, more queries
light up the tail. The 74 still-unresolved records are a
prioritized acquisition list (Mendelson ~20, Enderton ~10,
Stanley ~5, Brualdi ~3, Knuth ~3). The substrate writes its
own roadmap.
2026-05-09 18:00:36 -04:00
514e07d7c2
textbooks: TeX-source ingest closes pillars I + IV (Hilbert + Boole)
Two foundational PD textbooks ship from Project Gutenberg as
LaTeX source only — no clean HTML edition. Pandoc fails on PG's
custom preamble macros; a focused regex-based stripper is the
right amount of machinery for the well-known PG TeX format.

What landed
===========
- arborist/sources/textbook_tex.py — TextbookTexSource +
  strip_tex pipeline. Drops preamble + line comments + structural
  envs (tabular, figure, thebibliography, scshape, …); keeps the
  argument of structural-but-content-bearing single-arg commands
  (textbf, emph, section, chapter, paragraph, PG's custom \\rfa);
  drops zero-arg + brace-arg structural commands (noindent,
  thispagestyle, setcounter, label, index, …); substitutes
  symbol-level macros (\\to → →, \\neg → ¬, \\forall → ∀, \\S → §,
  Greek letters, etc.).

- arborist/cli.py — `--source textbook_tex` accepts --url,
  --bundle, or --urls-from. Reuses the existing fetch + chunker
  + Merkle commit + audit pipeline; idempotent at the database
  layer (same TeX → same prose → same document_root).

- bench/scripts/textbooks_manifest.py — gains `tex-targets`
  subcommand emitting tab-separated `<tex_url>\t<id>` rows for
  manifest entries with a `tex_url` field.

- Makefile targets:
    textbooks-tex         — ingest every entry with a tex_url
    textbook-hilbert      — convenience for PG #17384
    textbook-boole        — convenience for PG #15114
  Each writes to $(CRAWL_SHARDS_DIR)/textbook_<id>.db, idempotent
  on re-run.

- tests/test_textbook_tex.py — 20 unit tests covering preamble +
  postmatter stripping, line comments, env drops (tabular, figure),
  single-arg keepers (\\textbf, \\emph, \\section, \\rfa),
  symbol-level macro subs (10 paramerized cases), structural-cmd
  drops, whitespace cleanup, idempotence on already-stripped text.

End-to-end verification
=======================
Smoke test on PG #17384 + #15114:
  Hilbert Foundations of Geometry: 1 doc / 65 chunks (192K of
    plain prose). FTS5 finds "axiom of parallels" → real chapter
    content with axiom references intact (≡, §, math fragments).
  Boole Laws of Thought: 1 doc / 273 chunks (829K). FTS5 finds
    "law of contradiction" → "the principle of contradiction"
    passage from Chapter III of Boole's text.

Vital-books coverage now 6/7 pillars
====================================

  Pillar I   Logic        ✓ Levin + Aristotle Prior + Posterior + Boole
  Pillar II  Set Theory   ✓ Levin
  Pillar III Arithmetic   ✓ Levin
  Pillar IV  Geometry     ✓ Hilbert (PG TeX)
  Pillar V   Probability  ✗ Kolmogorov license analysis pending
  Pillar VI  Phys.        ✓ Newton Principia
  Pillar VII Combin.      ✓ Bogart + Keller-Trotter + Levin
  Pillar IX  λ-Calculus   ✗ Church + Turing 1936 papers pending

Test suite: 1574 passed / 28 skipped (was 1554 + 20 new TeX tests).

Out of scope: chunk-resolution + derivations.proof_blob warrant
promotion (#000031 follow-up; see also #000032).
2026-05-09 16:06:53 -04:00
57dafbdc3d
textbooks: per-book make targets + idempotency docs + vital-books checklist
Three concrete improvements to the textbook ingest layer:

Per-book make targets
=====================
- `make textbook ID=<id>` — generic, looks up one entry from the
  manifest and runs the right ingest path (BFS crawl if
  `crawl_url` is set, shallow URL ingest otherwise).
- `make textbook-list` — list ingestable textbook ids.
- Convenience targets per active manifest entry:
    textbook-bogart, textbook-keller-trotter, textbook-levin,
    textbook-aristotle-prior, textbook-aristotle-posterior,
    textbook-newton, textbook-morin

Each per-book target writes to a dedicated shard at
`$(CRAWL_SHARDS_DIR)/textbook_<id>.db` — one shard per textbook
id rather than one per host (which would conflate multiple
Wikisource books — Aristotle Prior, Posterior, Newton — into
one shard).

The manifest helper script gains `ids` and `lookup <id>`
subcommands so the Makefile can introspect manifest entries
without grep gymnastics.

Idempotency contract documented
================================
Every ingest path is content-addressed. Same content →
same `document_root` → no-op insert. Re-running `make textbook-*`
or `make crawl-textbooks` on the same network state is safe at
the database layer — no duplicates, no schema drift, no
audit-event proliferation. HTTP refetch happens every run; pair
with `make recrawl-check` for a HEAD-only freshness probe.

README rewritten to make this contract explicit, with shard-
layout table + crawl-delay caveats consolidated.

Vital-books checklist
=====================
The README now carries a g4-pillar coverage table:

  Pillar I   Logic        ✓ Levin + Aristotle Prior + Posterior
  Pillar II  Set Theory   ✓ Levin
  Pillar III Arithmetic   ✓ Levin
  Pillar IV  Geometry     ✗ Hilbert PG #17384 (PDF/TeX only)
  Pillar V   Probability  ✗ Kolmogorov license analysis pending
  Pillar VI  Phys. Newton ✓ Newton Principia Motte
  Pillar VII Combin.      ✓ Bogart + Keller-Trotter + Levin
  Pillar IX  λ-Calculus   ✗ Church + Turing 1936 papers pending

5 of 7 pillars now have surface coverage. The remaining gaps
are explicit license (V) or format (IV PDF/TeX, IX paper-level)
issues, each documented in the corresponding manifest entry's
notes field.

Test suite stays at 1554 passed / 28 skipped — no source-code
changes to arborist itself; the textbook layer is pure tooling
on top of the existing pipeline.
2026-05-09 15:59:31 -04:00
f5c2c03d6a
textbooks: extend manifest for #000031 PD scope (Newton, Posterior Analytics, +placeholders)
Per the #000031 implementation track — surface-ingest cited
textbooks for warrant promotion of claim-pack records. Five new
manifest entries spanning the PD-scope additions plus
license-fail placeholders for citation traceability:

  newton-principia-motte (PD)
    Newton's Mathematical Principles of Natural Philosophy
    (Motte 1729 / Motte-Cajori 1846 English translations) via
    Wikisource. Crawled @ depth=2: 60 docs, 289 chunks, 10K
    edges. FTS5 spot-checks: "law of motion" → top hit on the
    1729 Motte title page; "gravitation" → Newton-titled
    chapters in the Wikisource Physics category. Cited by
    claim-pack pillar VI.

  aristotle-posterior-analytics (PD)
    Mure / Owen translations via Wikisource. Crawled @ depth=1:
    20 docs, 71 chunks. FTS5: "syllogism" → Posterior Analytics
    Bouchier + Owen translations as top hits. Companion to
    Prior Analytics already in the manifest; together cover
    pillar I logic axioms.

  kolmogorov-foundations-probability-1933 (placeholder)
    German original PD-by-age in EU; US copyright restored via
    URAA through life+70 (Kolmogorov d.1987 → US PD 2058).
    Morrison 1956 English translation: Chelsea Publishing
    copyright. Entry kept with empty urls field for citation
    traceability; license analysis pending.

  lukasiewicz-aristotle-syllogistic-1951 (proprietary placeholder)
    Oxford University Press, copyright through life+70
    (Łukasiewicz d.1956 → PD 2027 EU, longer US via URAA). NOT
    redistributable. Kept as a license-fail placeholder; the
    1921 Polish primary papers are themselves PD by age but
    lack accessible HTML editions.

License-validator drive-by
==========================
The textbooks_manifest.py validator now treats placeholder
entries (urls + crawl_url both empty) as exempt from the
allow-list license check. License discipline stays fail-closed
at the URL-emit step — placeholders without URLs raise no
exception under any license token, so we can document
yellow-light proprietary citations (Mendelson, Enderton,
Łukasiewicz) without hacks.

Coverage summary post-commit
============================
g4 pillar    | textbook coverage
─────────────┼─────────────────────────────────────────────────
I  Logic     | Levin (CC-BY-SA), Aristotle Prior + Posterior (PD)
II Set Theory| Levin (CC-BY-SA)
III Arithm.  | Levin (CC-BY-SA)
IV Geometry  | (Hilbert PG #17384 placeholder — PDF/TeX only)
V  Probability| (Kolmogorov 1933 license analysis pending)
VI Phys.     | Newton Principia Motte (PD)
VII Combin.  | Bogart (GFDL), Keller-Trotter (CC-BY-SA), Levin

Out-of-scope follow-ups: PDF/TeX source support (#000031 §5),
Mendelson + Enderton license decision (#000031 §2.1),
chunk-resolution + derivations.proof_blob warrant promotion
(separate ticket).
2026-05-09 15:47:42 -04:00
31235b6204
textbooks: deep ingest via existing crawler (one shard per host)
The first iteration of this layer landed scaffolding plus shallow
seed-URL ingest, which produced 300-1000 byte stubs (front matter
+ nav chrome only) instead of real book content. Fox flagged
that as the wrong outcome — we were supposed to track down the
actual texts.

This commit fixes it by adding the deep-ingest path: each
manifest entry now carries `crawl_url` + `crawl_depth` +
`crawl_max` fields, and `make crawl-textbooks` iterates them
through the existing BFS crawler (one shard per host).

Manifest changes
================
Three URL fixups uncovered by the first crawl attempt:

- PreTeXt textbooks (Bogart, Keller-Trotter, Levin) ship an
  `index.html` that's a 1-line meta-refresh redirect; the BFS
  crawler doesn't follow meta-refresh, so the seed URL has to
  point at the actual content entry (`frontmatter.html`,
  `app-comb-2.html`, `ctgd/index.html`).
- Open Data Structures uses trailing-slash directory paths
  (`/ods-cpp/`, `/ods-python/`, `/ods-java/`), not `/ods-cpp.html`.
- `appliedcombinatorics.org` declares `Crawl-Delay: 20` in
  robots.txt — full BFS takes ~25 minutes; documented in the
  manifest entry's notes so operators know to background it.

Hilbert + Boole stay flagged as `urls: []` placeholders because
PG eBooks #17384 + #15114 ship as PDF/TeX only (no HTML format).
Their `tex_url` + `pdf_url` fields are now preserved on the
entry for the future PDF/TeX source ticket.

Make targets
============
- crawl-textbooks         — BFS-crawl every entry with `crawl_url`
- crawl-textbooks-stats   — docs/chunks/size summary across crawl shards

Helper script: `bench/scripts/textbooks_manifest.py crawl-targets`
emits one tab-separated `<url>\t<depth>\t<max>\t<id>` row per
entry that declares a `crawl_url`.

Real-content verification
=========================
Crawl results across 4 of 5 textbooks (Keller-Trotter still
running in background due to crawl-delay; expected to complete
in ~25 min):

  crawl_bogart_openmathbooks_org.db       docs=44   chunks=161   971 KB
  crawl_discrete_openmathbooks_org.db     docs=51   chunks=376  1929 KB
  crawl_en_wikisource_org.db              docs=30   chunks=110  1651 KB
  crawl_opendatastructures_org.db         docs=64   chunks= 84  1110 KB

  TOTAL                                    189 docs, 731 chunks

FTS5 spot-checks confirm substantive content landed:
  - Bogart "binomial coefficient" → "CTGD Partitions and Stirling
    Numbers" chapter, top hit
  - Levin "modus ponens" → "Propositional Logic" chapter, top hit

That's the real lift signal we were after. Out-of-scope
follow-ups remain: PDF/TeX support for PG editions (Hilbert,
Boole) and full Aristotle Owen-translation depth (currently
~75% complete on Wikisource).
2026-05-09 15:36:53 -04:00
8d433427d2
textbooks: fix URLs after first end-to-end fetch
First make fetch-textbooks run revealed three URL issues that the
license-validator catches as policy-correct but the underlying
hosts return as 404:

- Keller-Trotter applied-combinatorics.org used a stale
  /appcomb/sec_pre.html path; the canonical PreTeXt-generated
  book lives at /book/app-comb-2.html.
- Open Data Structures uses /ods-cpp/ /ods-python/ /ods-java/
  trailing-slash directory paths, not /ods-cpp.html (404). Three
  language editions of the same content; ingest all three so the
  multi-language structure stays intact.
- Hilbert Foundations of Geometry on Wikisource resolves to a
  1906 Popular Science Monthly article ABOUT Hilbert's work, not
  Hilbert's translated text. Project Gutenberg eBook #17384 is
  PDF/TeX only — no clean HTML edition exists. Same status as
  Boole #15114: kept the entry as a placeholder for license +
  provenance documentation, urls intentionally empty until PDF
  source support lands (out of scope per #000031).

Final fetch result: 7/7 manifested URLs ingested (Bogart,
Keller-Trotter front matter, Levin front matter, Aristotle Prior
Analytics, ODS C++, ODS Python, ODS Java) — 7 docs / 7 chunks /
86 edges / 8/8 Merkle proofs verify (verify samples 8 because
Aristotle yields multiple chunks).

Two textbooks (Hilbert + Boole) carry zero URLs; the helper
script's allow-list passes them through (license is PD;
license_url is set) but emits no URLs since their `urls` array
is empty. Documents this gap explicitly in each entry's notes
field so future operators see what awaits PDF source support.

Front-matter URLs alone yield minimal indexable content per
textbook (PreTeXt single-chapter scaffolds). To grow real
coverage: append more chapter URLs to a textbook's `urls`
array, OR use `make crawl-ingest URL=<home>` per the README's
"Going deeper" section.
2026-05-09 15:06:24 -04:00
4a199c9dad
textbooks: PD/open-licensed math+logic+CS surface-ingest pipeline
A make-target scaffold for pulling public-domain and copyleft-
redistributable textbooks into a dedicated arborist shard via the
existing HtmlPageSource ingest pipeline. No new ingest machinery —
the existing path (robots.txt → noise-strip → 512-token chunk →
Merkle root → audit-event) IS the consistent process.

Manifest format
===============
bench/fixtures/textbooks/manifest-v1.jsonl — one JSON record per
textbook with explicit license tokens (PD / CC-BY / CC-BY-SA /
GFDL / OSI-approved). Fail-closed validation in
bench/scripts/textbooks_manifest.py refuses to emit URLs from
entries with missing or disallowed license tokens, so license
discipline surfaces at the URL-emit step rather than getting
silently buried in a fetch run.

Allow-list excludes CC-BY-NC (incompatible with arborist's
AGPLv3 distribution profile) and CC-BY-ND (no-derivatives
prevents chunking). Wilf's generatingfunctionology stays out
because its educational-use license forbids rehosting; citable
but not redistributable.

Initial entries (7 textbooks, 8 seed URLs)
==========================================
- Bogart, Combinatorics Through Guided Discovery — GFDL-1.3
- Keller & Trotter, Applied Combinatorics — CC-BY-SA-4.0
- Levin, Discrete Mathematics: An Open Introduction (3rd ed) —
  CC-BY-SA-4.0 (4th ed switched to NC; pin 3rd)
- Hilbert, Foundations of Geometry (Townsend 1902) — PD via PG
- Boole, An Investigation of the Laws of Thought (1854) — PD
- Aristotle, Prior Analytics (Jenkinson) — PD via Wikisource
- Morin, Open Data Structures — CC-BY-2.5

Covers pillars I (logic) / II (set theory) / III (arithmetic) /
IV (geometry) / VII (combinatorics) on the claim-pack
(#000029) layout, plus a CS anchor for downstream domain
expansion. Each entry's pillar_targets field lists which
claim-pack pillars its records are candidate citations for.

Make targets
============
- textbooks-summary  — license + URL counts per entry
- textbooks-urls     — flat URL list to stdout
- fetch-textbooks    — ingest all manifested URLs into
                       $(TEXTBOOK_DB) (default
                       ~/.arborist/textbooks.db)
- textbooks-stats    — documents / chunks / edges
- textbooks-verify   — sample Merkle proof verification

To grow coverage of one textbook: append more chapter URLs to
its `urls` array. For deep-BFS of a textbook home: use the
existing `make crawl-ingest URL=<base> DEPTH=N` instead.

Smoke-tested end-to-end against Wikisource Prior Analytics:
1 doc / 1 chunk / 12 outbound edges / Merkle proof passes.
Shows the pipeline works; populating each book to depth needs
either more URLs in the manifest or the crawler.

Out of scope
============
- PDF processing. The Internet Archive hosts PD textbooks
  (MacMahon's Combinatory Analysis 1915, Whitworth's Choice
  and Chance 1867, the Motte 1729 Principia) as scanned PDFs;
  a TextbookPdfSource with pdftotext / pypdf extraction is a
  separate ticket — current scope is HTML-shaped sources.
- Mendelson + Enderton (proprietary; await #000031 §2.1
  decision).
- Wilf generatingfunctionology (license forbids redistribution).

Test suite stays at 1554 passed / 28 skipped — no source-code
changes to arborist itself; the textbook layer is pure tooling
on top of the existing pipeline.
2026-05-09 14:58:22 -04:00
7871e1fdfe
fan-out: witness automation · #000018 analysis · #000033 pillar VII (Claude)
Three streams. Two land in the repo; one lands in fox's Downloads
(existing g4 packs live there too).

Witness sweep automation
========================

`bench/scripts/witness_sweep_cron.sh` — schedulable harness that
runs `make bench-witness-sweep` + `make bench-witness-divergence`
back-to-back and (with --commit) auto-commits any new divergence
fixtures + sweep result. Fail-closed: pre-commit hook failure
aborts; non-main-branch refuses to commit.

  $ bench/scripts/witness_sweep_cron.sh                 # dry run
  $ bench/scripts/witness_sweep_cron.sh --commit        # auto-commit
  $ bench/scripts/witness_sweep_cron.sh --commit --push # full pipeline

Recommended cron (every 6 hours; LLM cost scales with frequency):

  0 */6 * * * \
      bench/scripts/witness_sweep_cron.sh --commit --branch main \
      >> /var/log/arborist-witness.log 2>&1

Smoke this commit: dry-run produced 5 fresh divergences (10
cumulative across two extraction passes). The witness-sweep + 5F
extractor pipeline runs unattended now; calibration-data corpus
will grow over time.

#000018 — adversarial soft-hash covert-channel analysis
========================================================

`docs/soft-hash-channel-analysis.md` — formal threat model + channel-
capacity definition + cryptographic reduction + mitigation table
+ residual analysis. Doc-only deliverable per the ticket's hard
constraint.

Headline result: under threat models T1 (data poisoner) and T2
(gradient adversary), the channel is bounded by SHA-256 partial-
preimage hardness when φ (the anchor map) is independent of
parameter geometry. T3 (hyperparameter adversary) requires
M2 (per-checkpoint anchor nonce) for boundedness.

Recommended mitigation: M2 (per-checkpoint nonce) — 32 bytes added
to the snapshot manifest, no training-ergonomics regression,
closes T1+T2 channels under any φ choice and bounds T3 by
per-checkpoint window. Fall back to M1 (PRG-based φ) if M2-only
deployment surfaces structural concerns. M3 (drop anchor entirely)
stays in reserve as the strict-construction fallback.

Three open questions (§9): Hessian alignment under φ_linear,
PRG choice for φ_PRG, and explicit T3 per-window bound. Each is a
follow-up ticket.

Ticket #000018 status: closed · landed 2026-05-09 (analysis doc).
v7 § 9.10 spec amendment proposed in §7 of the analysis.

#000033 — pillar VII (combinatorics), Claude-authored
======================================================

NOT committed to the arborist repo (the existing g4-v2 packs live
in `/home/fox/Downloads/` too — that's the operator's bundle
location). Two new bundle files at:

  /home/fox/Downloads/axiomsclaude-vii-v1.json    (7 axioms)
  /home/fox/Downloads/theoremsclaude-vii-v1.json  (7 theorems)

Pillar VII covers combinatorial counting — the gap between Grok's
pillars VI and IX in the v2 packs:

  axioms (7):    addition principle · multiplication principle ·
                 pigeonhole principle · factorial definition ·
                 binomial coefficient definition · Pascal's rule ·
                 empty-set / boundary axiom

  theorems (7):  binomial theorem · inclusion-exclusion (counting
                 form) · hockey-stick identity · Vandermonde's
                 identity · Catalan number closed form · stars-and-
                 bars · strong pigeonhole

Each record in the dual-thread format the existing g4 packs use
(Δ symbolic LaTeX + ∇ verbose prose + ∇ concise + sigil + formal
language + role + status + source_reference + date + foundational
group + category + subfield). Per fox's directive: explicit
authorship metadata everywhere — `authored_by: Claude (Anthropic)
— model claude-opus-4-7`. NOT Grok-generated; no silent invention.

Each record carries `pi_star_ref: combinatorics@v1` so the kernel
binding is explicit. Theorems list `depends_on_axioms` arrays so
each theorem cites the foundation axioms it bottoms out on.

Smoke test (committed alongside):

  $ arborist --db /tmp/test.db ingest --source claim_pack \\
        --bundle /home/fox/Downloads/axiomsclaude-vii-v1.json \\
        --bundle /home/fox/Downloads/theoremsclaude-vii-v1.json
  → 14 docs, 14 chunks, 0 cross-bundle edges

Source attributions: Stanley EC1, Brualdi Introductory
Combinatorics, Knuth TAOCP Vol 1, plus historical sources where
applicable (Pascal 1654, Vandermonde 1772, Dirichlet 1834, Catalan
1838, Feller 1950 for stars-and-bars).

Tests: 1636 passed, 37 skipped (no regressions; pillar VII
ingestion smoke covered above).
2026-05-09 14:36:39 -04:00
67542742f3
bench/results: claim-pack retrieval lift measurement (2026-05-09)
Apples-to-apples FTS5 search comparison on a single shard
(~/.arborist/shards/000.db, ~867 K Wikipedia surface docs)
before vs after ingesting the claim-pack source (#000029)
bundles.

Method: copy 000.db twice; ingest axiomsg4-v2.json +
theoremsg4-v2.json into one copy; run identical search queries
against both. FTS5-only path so retrieval-layer behavior is
isolated from QA pipeline reranking.

Results: 3/4 representative queries show claim-pack record in
top-3.

  modus tollens                → claim-pack at #3 (BM25 31.77)
  law of excluded middle       → claim-pack at #3 (related axiom
                                 in same pillar)
  associativity of addition    → claim-pack at #1 — displaces
                                 Wikipedia's general "Addition"
                                 article entirely
  Bayes theorem                → no top-3 lift; Wikipedia "Bayes"
                                 + "Bayes rule" articles dominate
                                 via short-doc BM25 bias

Storage tax: sub-MB. 78 chunks against 6.2M existing chunks is
below filesystem allocation granularity. Claim-pack rides
essentially for free on the existing Wikipedia substrate.

Honest verdict: claim-pack ingest earns its storage tax for
narrow technical queries where pre-distilled CORE-shape content
has title-token advantage. Doesn't help on queries Wikipedia
already covers with focused articles. The Bayes theorem case
likely shifts under the full QA pipeline's body-coverage sqrt
rerank (which counters BM25 short-doc bias) — that's a separate
larger bench worth running once the retrieval layer's other
stages are exercised.

Four-rung audit ladder still caps at ANCHOR-WARRANTED per
#000029's honest ceiling. Surface-ingest of cited textbooks
(#000031) is the path toward EVIDENCE-WARRANTED.
2026-05-09 13:38:04 -04:00
bc77f961f3
fan-out: close #000030 · composition fixtures · witness end-to-end
Three small streams:

#3 — close #000030 properly
============================

All 7 phases + Phase 1b landed across two commits (`04f3f5d`,
`abe5988`). Status header updated; ticket body now carries a phase
landing table with commit refs:

  Phase 1   algebra-symbolic@v1               04f3f5d
  Phase 1b  algebra-symbolic-simplified@v1    04f3f5d
  Phase 2   calculus-derivative@v1            04f3f5d
  Phase 3   calculus-integral@v1              fox-direct
  Phase 4   calculus-limit@v1                 abe5988
  Phase 5   calculus-series@v1                abe5988
  Phase 6   linear-algebra@v1                 abe5988
  Phase 7   function-sampled@v1               abe5988

Plus tabular-pinned@v1 (last reserved stub) graduated in abe5988
closes the registry chapter — 15 concrete π*'s, no remaining
reserved stubs. Index updated.

#5 — composition fixtures across new SymPy π*'s
================================================

12 new tests in tests/test_pi_star_compositions.py covering pairs
that compose naturally:

- algebra-symbolic ∘ algebra-symbolic — idempotency check (running
  expand twice equals expand once for any expression).
- algebra-symbolic ∘ algebra-symbolic-simplified — Pythagorean
  identity collapses (`sin(x)**2 + cos(x)**2` → `Integer(1)`).
- Generic invariants: composition propagates PiStarError; manifest
  fingerprint is order-sensitive; composite domain == inner domain;
  composite bytes == manual chain bytes.

Test discipline: most compositions use `register_in_registry=False`
via a small `_safe_compose()` helper since the registry rejects
duplicate keys (#000015 invariant), so test ordering would
otherwise matter. Only the registration-test path uses real
compose().

#4 — end-to-end witness sweep against real shards + Hermes
===========================================================

New script `bench/scripts/witness_sweep.py`. Fires 8 canonical-shape
questions (3 arithmetic + 3 logic + 2 algebra) through query() with
`canonical_witness_enabled=True`, against ~/.arborist/shards (real
shard cluster) + the actual Hermes endpoint (NOT StubClient).
Records the agreement matrix per question to
bench/results/witness-sweep.json.

`make bench-witness-sweep` Makefile target. Honors
`ARBORIST_SHARDS_DIR`.

First real sweep (this commit, against Hermes-3-8B):

  agreement label             count    rate
  KERNEL-LLM-DIVERGED         5        62.5%
  KERNEL-LLM-AGREE            3        37.5%
  ───────────────────────────────────────────
  divergence_count            5        62.5%
  wall median / max           130 ms / 1.1 s

Hermes diverged on 5/8 of the canonical-shape questions:

- said `1/10` for `0.1 + 0.2`           (kernel: `3/10`)
- said `TRUE` for `A IMPL B`            (kernel: `(NOT A OR B)`)
- said `(x+1)**2` for `x**2 + 2*x + 1`  (kernel: `(x+1)**2` already
                                         expanded — but Hermes ALSO
                                         emitted the unexpanded form
                                         when given the expanded
                                         form, vs the kernel's
                                         deterministic expand)
- and 2 more.

These are real LLM hallucinations on questions with closed-form
ground truth — exactly the calibration-data stream #000028
imagined. Pipeline validated end-to-end against actual hardware.

Pair: `make bench-witness-divergence` then extracts the 5
divergences as 5F-Falsification fixtures
(bench/fixtures/5f/falsification-witness-v1.jsonl, also committed).
Re-running the extractor produces byte-equal output (idempotency
contract from the extractor work).

Tests
=====
Full suite: 1636 passed, 37 skipped (was 1624; +12 composition
tests). The witness-sweep + extractor produce real artifacts now
committed under bench/results/ and bench/fixtures/5f/.
2026-05-09 13:29:59 -04:00
7b7ac3867d
ticket #000032: combinatorics@v1 π* (pure-integer counting kernel)
A new π* kernel that canonicalizes pure-integer counting
expressions and FAILS CLOSED on any input whose result isn't a
non-negative sp.Integer. Tighter domain than algebra-symbolic@v1,
which already accepts the same input surface but happily returns
symbolic / negative / non-integer outputs.

Distinguishing feature versus algebra-symbolic@v1:
  algebra-symbolic@v1: binomial(n, k) → "binomial(n, k)" (symbolic
                       passthrough)
  combinatorics@v1:    binomial(n, k) → PiStarError (fail-closed
                       on free-symbol output)

  algebra-symbolic@v1: binomial(Rational(1,2), 3) → 1/16 (rational)
  combinatorics@v1:    binomial(Rational(1,2), 3) → PiStarError
                       (output not Integer)

Boundary kept explicit: binomial(-3, 2) = 6 IS accepted because the
output is an integer 6. The fail-closed rule is on output shape
(Integer ≥ 0), not input range. Documented as
test_generalized_binomial_negative_args_accepted_when_integer.

Output format: plain decimal literal (b"10", b"5040"). Composes
with arithmetic@v1 for byte-identical agreement with the rational
route (b"10/1") so the multi-modality witness (#000028) can pin
equivalence-class agreement when both routes fire on the same
question.

Allowed surface (via SymPy primitives): binomial, factorial, ff /
rf (falling/rising), catalan, bell, partition, stirling, plus
arithmetic compositions over those primitives
(3*binomial(5,2) + factorial(4) = 54).

Coverage:
- 43 unit tests including binomial symmetry C(n,k)=C(n,n-k),
  Pascal's rule C(n,k)=C(n-1,k-1)+C(n-1,k), the C(n,k) =
  factorial(n)/(factorial(k)·factorial(n-k)) identity,
  fail-closed paths (symbolic/negative/non-integer/relational/
  parse), round-trip idempotence, composition with arithmetic@v1.
- 10 syntax + 12 semantics bench fixtures, 100% pass.
- bench/batteries/base.py PHASE_1_CARRIERS gains "combinatorics".
- Makefile bench-5s-combinatorics target.

All gate on pytest.importorskip("sympy") so a sympy-less suite
stays green. Full make test: 1537 passed / 28 skipped.

Sequencing rationale honored: this kernel lands FIRST so that
#000033 (claim-pack pillar VII for combinatorics) can bind its
records to the tighter integer kernel from day one — avoids
rebind churn on pi_star_ref fields.
2026-05-09 13:20:29 -04:00
70ffc01ce4
fan-out: witness audit + 5F extractor + function-sampled demo + docs
Three small streams in one commit:

#000028 follow-up — witness divergence → 5F fixtures
=====================================================

Witness fan-out now writes a `providence_canonical_witness` audit
event when it fires (next to the capital-ledger record landed in
708aa45). Body carries pi_star_ref, question_text, agreement_label,
canonical_answer_text, llm_raw_text, llm_canonical_bytes,
cache_status. Best-effort write — chain failure never fails the
query.

New extractor `bench/scripts/witness_to_5f.py` reads those events
from a qa.db and writes them out as 5F-Falsification fixtures
matching the existing `falsification-live-v1` schema. Filtering
includes only divergence labels (LLM-DIVERGED / KERNEL-LLM-DIVERGED
/ CACHE-DRIFT); skips KERNEL-LLM-AGREE / STRICT-WITNESSED (no
calibration signal) and KERNEL-ONLY (LLM unparseable, not a
supervised-correction sample).

Idempotent: sorted by audit-event seq, so re-running against the
same qa.db produces byte-equal fixture files. The existing
fixture-digest discipline stays valid.

Makefile: `make bench-witness-divergence` (override default
qa.db / output path via WITNESS_QA_DB / WITNESS_OUT env-vars).

Closes the divergence → calibration data loop the witness ticket
imagined: every LLM hallucination on a canonical-shape question
becomes a supervised-correction fixture downstream prompt
improvements can grade against.

#000030 Phase 7 demo — function-sampled@v1 end-to-end
======================================================

`bench/scripts/demo_plot.py` — closes the loop on opencompletion's
activity24-math-plot.yaml. SymPy expression → quantized
integer-vector signature (canonical bytes) → optional matplotlib
PNG. Canonical bytes are the proof; PNG is just a downstream view
of the same evidence.

  $ make demo-plot Q='sin(x)' PNG=/tmp/sin.png

Output JSON contains canonical_bytes_sha256 + canonical_bytes_preview
+ canonical_bytes_total_chars + grid metadata + the optional png_path.
matplotlib is gated — when absent, --png prints a warning to stderr
and skips the render; the canonical bytes still print. Tests skip
the PNG-presence assertion via `pytest.importorskip("matplotlib")`.

Public docs polish (#7)
========================

- docs/_source/bench.rst: updated fixture-count narrative (~660 →
  662 default tasks + ~110 math π* fixtures); `make` quick-reference
  now lists all per-π* 5S targets (tabular, calculus-limit/series,
  linear-algebra, function-sampled) plus bench-real-shard,
  bench-fork-baseline/score, bench-witness-divergence.
- docs/_source/v8-fork-score.rst: CLI section gained --out flag
  documentation + a Make-harness sub-section covering
  bench-fork-baseline / bench-fork-score / FORK_PARENT/CHILD/REPORT
  env-vars.

Tests
=====

- tests/test_witness_to_5f.py — 8 new tests covering the audit-event
  write (3) + extractor logic (5).
- tests/test_demo_plot.py — 6 new tests covering canonical-bytes
  determinism + equivalence-class collapse + matplotlib gating.
Full suite: 1624 passed, 37 skipped (was 1568; +56).
2026-05-09 13:19:30 -04:00
abe5988bef
fan-out: 5 π* graduations close the registry chapter
tabular-pinned@v1 + calculus-limit@v1 + calculus-series@v1 +
linear-algebra@v1 + function-sampled@v1 — all reserved stubs
graduated; the π* registry is now 15 concrete kernels with no
remaining reserved-stub entries.

#000030 Phase 4 — calculus-limit@v1
====================================

sp.limit with thread-timeout. One-sided dir support (+/-/+-).
Pinned spelling for infinity cases: b"+oo" / b"-oo" / b"zoo"
(complex infinity) — bypasses sp.expand since Infinity isn't
algebraic. Finite results re-canonicalize through algebra-symbolic
recipe (sp.expand + sp.srepr). Unevaluated cases / timeouts emit
b"unevaluated:" + sp.srepr(<Limit>) sentinel, mirroring
calculus-integral's pattern.

#000030 Phase 5 — calculus-series@v1
=====================================

sp.series(f, x, x0, n).removeO() → sp.expand → sp.srepr. Drops
O(x**n) remainder explicitly so the canonical form is finite-byte.
Sentinel format mirrors limit/integral: b"unevaluated:Series(...)"
on timeout. n must be a positive int; 0 / float / negative rejected.

#000030 Phase 6 — linear-algebra@v1
====================================

Single π* covers the whole linear-algebra surface via {op, matrix}
JSON. Ops: rref / det / eigenvalues / inverse. Matrix cells go
through Fraction(Decimal(str(...))) for floats so 1, 1.0, "1.0"
all collapse to Rational(1, 1) — matching arithmetic@v1's
discipline. Without this fold, sp.sympify keeps floats as Float
(separate type) and downstream det/inverse return Float-shaped
bytes. Eigenvalues are sorted by srepr for determinism.

Output formats:
  rref / inverse:  rows/cols header + cells joined by | (rows by ||)
  det:             det:<num/den-or-srepr>
  eigenvalues:     eigenvalues:<value-1>x<mult-1>|...

#000030 Phase 7 — function-sampled@v1
======================================

Bridge to time-series-quantized@v1. SymPy expression + linspace
grid → quantized integer-vector signature in time-series's exact
output format (dt=...;dv=...;n=...;t0=0:v0|v1|...). Two functions
that render identically (within sample-grid tolerance) collapse
to the same canonical bytes. This is what plotting CAN become
in π* terms — the PNG render is a downstream view of the same
canonical evidence.

Math-only sampler (no numpy in the dep surface); Python's round()
is banker's-rounding so the bytes are interchangeable with
time-series-quantized@v1's output. Complex / non-finite samples
raise PiStarError rather than silently dropping imaginary parts.

tabular-pinned@v1 — last reserved stub graduates
=================================================

JSON-rows input ({schema, key_columns, rows}); declared
key_columns sort policy (stable sort by primary-key tuple);
type-fold per column (int/rational/bool through arithmetic@v1
discipline; str verbatim; bool normalized). Header case is
PINNED EXACT — Excel and PostgreSQL both care about case;
defaulting to lowercase-fold would break operator expectations.

Output: header (schema + key + n) + rows joined by \n + cells by |.

The π* registry has no remaining reserved stubs. Every modality
the substrate paper reserved is now real.

Test suite: 1568 passed (was 1467; +101). New closure-criterion
test (test_no_stub_pi_stars_remain) replaces the old reserved-stub
parametrize — adding a future stub re-opens this list.

110/110 fixtures pass across the 5 new bench-5s-* targets.
PHASE_1_CARRIERS gained calculus / linear-algebra / function-sampled
/ tabular.
2026-05-09 13:04:43 -04:00
708aa450cb
fan-out: warrant ladder wiring · witness follow-ups · 5F Phase 1d
Three small streams in one commit; each closes / expands a
recently-landed ticket without changing its hard contract.

#000026 Phase 3 wiring — authorship warrant ladder visible
============================================================

Phase 3 sidecar (arborist/qa/warrant_authorship.py landed in 60b5748)
exposed the classifier but didn't surface it. Two wirings:

- arborist/qa/inspect.py — diagnose_authorship_warrant runs against
  the cached row's question + answer + per-source raw chunks +
  URIs + titles; result lands as `authorship` field alongside the
  other sidecars.
- arborist/cli.py _render_warrant_tail — appends ` · warrant:
  <readable-tier>` when result['authorship'] is populated with a
  non-quiet tier. AUTHOR_COPYRIGHT_FOOTER → "copyright-footer", etc.
  NO_AUTHORSHIP_SIGNAL stays silent. Backward-compat: results
  without an `authorship` key render unchanged.

Tests: 3 inspect-path tests (no-signal, copyright-footer,
repository-owner) + 4 render-tail tests (presence, no-signal
silence, missing-key silence, all-six-tiers readable mapping).

#000028 follow-ups — capital ledger + sample-rate
==================================================

Two policy fields layered on top of canonical_witness_enabled:

- canonical_witness_sample_rate (0.0..1.0; default 1.0). Operators
  wanting passive calibration set 0.05 to fire witness on 5% of
  canonical questions while paying 5% of LLM cost. 0.0 effectively
  off; 1.0 = current always-on behavior. Gating uses random.random()
  so distribution is uniform; clamped to [0, 1].
- Capital ledger row written for each FIRED witness (not skipped
  ones). op_type='canonical_witness'; estimator inputs include
  prompt_chars + answer_chars + llm_seconds + agreement_label +
  pi_star_ref. Best-effort: ledger-write failure must never fail
  the query (sidecar discipline).

Tests: 4 new — sample_rate=0.0 skips (no LLM call, no ledger row);
sample_rate=1.0 always fires; capital_ledger row written under
op_type='canonical_witness' with full input blob; sampled-out
witness records zero ledger rows.

Both fields fold into governance_policy_hash naturally via the
existing policy-hash machinery — flipping witness mode invalidates
prior records as expected.

#000025 Phase 1d — 5F fixture catalog 30 → 50
==============================================

Both synthetic and live sides of all 5 sub-batteries expanded
30 → 50 (+200 fixtures total: 5 × 20 synthetic, 5 × 20 live).

  function       — claim_count cycles 2..7 across new fixtures
  falsification  — 10-violation palette across new ids
  feedback-loop  — fact-N learning chains
  finetuning     — capability transitions across canonical π*
                   (math/logic/algebra/calculus pool)
  formulate      — multi-pointer claim shapes

500/500 pass through respective runners. test_session_integration
total bumped 562 → 662. Pinned test_5f_*_runs counts updated 30 →
50 (synthetic main + embedded + live).

Tests
=====

Full suite: 1467 passed, 36 skipped (was 1388; +79 across warrant
render + witness sample/ledger + 5F implicit coverage).
2026-05-09 12:42:56 -04:00
04f3f5d2a8
ticket #000030 Phases 1+2: algebra-symbolic@v1 + calculus-derivative@v1
Two new π* canonicalizers extend the math substrate above
arithmetic@v1 (closed-form rationals) and logic-kernel@v1
(propositional Boolean → CNF):

algebra-symbolic@v1 (Phase 1) — symbolic-algebra domain.
sp.expand → sp.srepr canonical bytes. Polynomial identity collapses
((x+1)**2 ≡ x**2 + 2*x + 1); exponential identity collapses
(exp(a+b) ≡ exp(a)*exp(b), inherited from sp.expand's default
behavior); trigonometric identity does NOT collapse
(sin²+cos² ≢ 1). The trig surface is reserved for a future
algebra-symbolic-simplified@v1 variant that wraps sp.simplify at
unbounded CPU cost. Rejects relationals (`x > 0`) and
BooleanFunction shapes (`x & y`) via `isinstance(expr, sp.Expr)` —
sp.Symbol confusingly inherits from Boolean so the right rejection
filter is "not Expr" rather than "Boolean".

calculus-derivative@v1 (Phase 2) — calculus domain. JSON-shaped
{f, x, n} input → sp.diff → sp.expand → srepr bytes. Output is
itself a valid algebra-symbolic@v1 input so the two compose
naturally under arborist.pi_star.compose. n defaults to 1; bools
explicitly rejected (Python isinstance(True, int) is True so we
filter that explicitly).

Optional dependency: sympy ships in the new [math] extra
(pyproject.toml). Folded into [dev] so make bootstrap pulls it
transitively. An explicit `bootstrap-math` Makefile target documents
the opt-in for minimal-install users. Both modules self-guard
via `try: import sympy as sp / except ImportError: sp = None` and
only register(...) when sympy is present, so a fresh checkout
without [math] still loads arborist.pi_star without raising.

Preflight algebra route lands in
arborist.qa.query._canonical_projection_preflight between the
arithmetic and logic routes. Charset regex (_CANONICAL_ALGEBRA_RE)
allows lowercase letters + math chars; requires at least one
letter (else arithmetic wins); rejects natural-language leading
verbs via _CANONICAL_ALGEBRA_NL_LEAD_RE (4-letter minimum so
single-/two-/three-char identifiers like x, xy, sin, cos, pi
survive while "simplify (...)", "factor x...", "expand (a+b)..."
fall through). PiStarError + KeyError both fall through cleanly
so a sympy-less install just routes everything past algebra.

Bench substrate:
- bench/batteries/base.py PHASE_1_CARRIERS gains "symbolic_algebra"
- bench/fixtures/5s/syntax-algebra-symbolic-v1.jsonl (10 fixtures)
- bench/fixtures/5s/semantics-algebra-symbolic-v1.jsonl (13 fixtures
  including the documented trig non-collapse + exp collapse)
- Makefile bench-5s-algebra target → 100% pass

Tests: 18 algebra-symbolic + 38 calculus-derivative unit tests +
~10 new preflight-route tests in test_canonical_projection.py. All
gate on pytest.importorskip("sympy") so a sympy-less suite stays
green. Full suite: 1369 passed / 27 skipped.

Phases 3-7 (integral, limit, series, linear-algebra,
function-sampled) remain open as future work; each lands as its
own ticket when an actual consumer surfaces.
2026-05-09 12:35:18 -04:00
60b5748ff9
fan-out: ForkScore CLI · authorship warrant ladder · 5F Phase 1c
Three streams in one commit since they're independent and each is
small.

#000012 Phase 1b — ForkScore CLI surface
========================================

`arborist v8 score` already existed; this adds `--out` for JSON-
artifact emission so CI / downstream graders / mesh peers can
ingest without parsing stdout. New Makefile targets:

- `make bench-fork-baseline` — pins current bench-suite output as
  the ForkScore parent (one-shot per iteration).
- `make bench-fork-score` — runs bench-suite again, scores child
  vs pinned parent, writes bench/results/fork_score_report.json.
  Exit 1 on REJECT so CI can gate.

`FORK_PARENT` / `FORK_CHILD` / `FORK_REPORT` env-vars override
default paths. New regression test pins the --out contract:
stdout and file are byte-identical artifacts; --out auto-creates
parent directories.

#000026 Phase 3 — authorship warrant ladder
============================================

Sidecar classifier in `arborist/qa/warrant_authorship.py`. Six
tiers strongest-to-weakest: AUTHOR_PACKAGE_METADATA →
AUTHOR_REPOSITORY_OWNER → AUTHOR_PAGE_BYLINE →
AUTHOR_PRIMARY_PAGE_TITLE → AUTHOR_COPYRIGHT_FOOTER →
AUTHOR_SECONDARY_SOURCE. Plus NO_AUTHORSHIP_SIGNAL when the
question doesn't smell like authorship (sidecar stays quiet).

Detector regexes for each tier:
- Tier 1: `author = "X"` simple form + TOML inline-table
  `authors = [{ name = "X" }]` form (PEP 621).
- Tier 2: github.com / gitlab.com / codeberg.org / bitbucket.org
  URL pattern.
- Tier 3: "By NAME" / "Author: NAME" prose + <meta name="author">.
  Inline-flag regex keeps the prefix case-insensitive while the
  capitalized-name capture stays case-sensitive.
- Tier 4: cited evidence is the entity's own primary page (host
  tokens overlap title + answer; third-party indexers like
  wikipedia.org explicitly excluded).
- Tier 5: `© NAME` / `Copyright YYYY NAME` (the current
  `virt-back` warrant).
- Tier 6: fall-through when authorship-shaped question hits cited
  evidence with no direct markers.

Sidecar discipline: never enters proof path; never raises;
returns dict with `tier`, `tier_rank` (1=strongest, 99=quiet),
`signals`, `candidate_names`, `note`. 20 tests cover each tier
+ noise filtering + sidecar contract + tier-ordering (strongest
wins when multiple fire).

Wiring into `arborist inspect` sidecar output + audit-line
render-tail is queued as a follow-up — sidecar itself ready.

#000025 5F Phase 1c — fixture catalog expansion
================================================

Synthetic side of all five 5F sub-batteries expanded 10 → 30:

  function       — varied claim_count, pointer_set, threshold cases
  falsification  — 13 violation tags (WARRANT_MISSING, TITLE_MISMATCH,
                   FORMAT_COLLAPSED, NO_EVIDENCE_POINTER, BARE_NAME_CLAIM,
                   LAZY_ANCHOR_DEMOTED, etc.) + 7 fail cases
  feedback-loop  — 10 chain templates × 2 cycles
  finetuning     — 20 capability transitions across all 5S/5T/5F/5R
                   sub-batteries + canonical math/logic
  formulate      — 12 lattice shapes × 2 (with deliberate fail cases)

150/150 fixtures pass through `bench-5f-*` runners.
test_session_integration.py total updated 462 → 562. Pinned
test_5f_*_runs counts updated 10 → 30 across all assertions.

Tests
=====

Full suite: 1388 passed, 36 skipped (was 1367; +21 — 20 warrant
tests + 1 ForkScore --out test).
2026-05-09 12:14:38 -04:00
656b573198
modified: .gitignore
modified:   Makefile
	modified:   arborist/cli.py
	new file:   arborist/qa/progress.py
	modified:   arborist/qa/query.py
	new file:   arborist/qa/witness.py
	modified:   bench/results/real-shard-baseline.json
	modified:   bench/results/real-shard-baseline.md
	modified:   docs/TICKETS.md
	new file:   docs/tickets/ticket-000028-multi-modality-witness.md
	new file:   greatest-live-rock-and-roll-song-ever-played.md
	new file:   tests/test_witness.py
2026-05-08 16:38:09 -04:00
8b1de208c2
#000026 Phase 2: real-shard baseline + lazy concept loading
Two fan-out streams. Both bear directly on the ticket's "search
latency on real shards" headline finding.

## Lazy concept_relations loading

Phase 1 (migration memoization) cut SQLite executes 65% but warm-
cache wall barely moved. cProfile pinned the next hotspot:
synonym_expand 2.8 s × 2 calls + _load_token_idf 0.3 s. The eager
loader dumped all ~290 K concept_relations rows on first call —
the price of being able to answer ANY future question without
re-querying. Wrong tradeoff for single-query CLI use.

Refactored arborist/concepts/query.py:

- New _load_neighbors_for(shards_dir, tokens) — targeted
  WHERE token IN (...) OR target IN (...) query. Returns just the
  direct synonym neighborhood for the given tokens (~300 rows for
  a typical 5-token question, vs 290 K for the full table).
- New _load_rivalry_rows(shards_dir) — process-wide cache of the
  ~2-row rivalry-relation set; near-zero cost.
- New _load_idf_for(shards_dir, tokens) — IDF only fetched when
  expansion exceeds max_total (the cap). Most queries never reach
  the truncation branch and skip IDF entirely.
- Per-token process-wide neighbor cache so multi-query bench scripts
  don't re-query tokens already seen.
- synonym_expand and rivalry_excluded refactored to use the lazy
  loaders. Eager _load_indices / _get_indices kept for any
  back-compat caller; not used by hot paths.
- invalidate_cache() clears all three caches.

All 14 concept tests pass unchanged — the contract is preserved.

Re-profile of `who wrote virt-back?` against ~38 GB of real shards
(warm cache):

  metric           pre-fix   post-Phase-1   post-lazy-concepts
  wall_ms          14,500    13,400         9,300       (-36%)
  search_ms         9,900    10,600         5,000       (-49%)
  SQLite executes  10,623     3,687         3,708         ~same
  synonym_expand     2,966     2,840           ~0       (lazy hit)

Search target was <5 s; we hit 5.0 s on the warm path. Cold cache
should drop further (the 290 K-row dump was disk-bound).

## Real-shard baseline artifact (Phase 2)

bench/scripts/real_shard_baseline.py — runs an 8-question fixture
through the full query() pipeline and emits:

- bench/results/real-shard-baseline.json (durable; commit_sha,
  shards_fingerprint, per-query rows, summary)
- bench/results/real-shard-baseline.md (human-readable summary)

Question set in bench/fixtures/real-shard-baseline-v1.jsonl:

  virt-back, France, Mac OS X, Linux, Microsoft, AMD/Intel
  (rivalry path), and two canonical-projection cases (math + logic
  preflight short-circuit).

First baseline run (commit e78814c plus this fan-out, BURN=1):

  audit_mode      n   notes
  STRICT          4   (virt-back, France, Mac OS X, Linux)
  HYBRID          2   (Microsoft founder, AMD/Intel)
  CANONICAL       2   (0.1+0.2, A IMPL B; <1 ms each)

  wall median   4.1 s   (range 0.6 ms – 7.2 s)
  primary used  4 / 8

`who wrote virt-back?` lands at 6.3 s wall, audit STRICT, primary
source #1, cited evidence still includes a copyright footer
(reviewer's warrant-quality finding — deferred to follow-up ticket
since the latency fix was the gating concern).

Hard constraint preserved: baselines NEVER gate CI. The artifact
is for confirming a fix moved the needle, seeding ForkScore
comparisons, and noting findings worth tickets.

`make bench-real-shard` wires it. Honors ARBORIST_SHARDS_DIR.

## Test status

Full suite: 1306 passed, 36 skipped (no regressions from the
concept refactor; 14 concept tests cover the lazy/eager
equivalence).
2026-05-08 13:10:58 -04:00
508a25076d
pi_star: time-series-quantized@v1 graduates + Substrate docs section
Two items from the menu, fanned out:

1. time-series-quantized@v1 — last meaningful π* stub graduates.
   Sample-array carrier (sensor / temporal data) joins the registry
   alongside text · claim_lattice · code · arithmetic · logic.
   Quantizes to (dt, dv) grid, sorts by timestamp, dedupes
   collisions (last wins), serializes as integer-vector text:

       dt=1;dv=0.1;n=2;t0=0:10|20

   Equivalence classes preserved: timestamp jitter < Δ_t,
   value jitter < Δ_v/2 (banker's rounding), out-of-order samples,
   different JSON presentation. Distinct: any change to dt/dv grid,
   any quantized value or timestamp difference. Projective —
   canonical text is not valid JSON, so re-canonicalization raises.

   - 13 unit tests in tests/test_pi_star.py (jitter, dedupe, sort,
     fractional dv, error paths, idempotency-projective)
   - 10 syntax + 12 semantics fixtures under bench/fixtures/5s/
     (10/10 + 12/12 pass)
   - bench-5s-time-series Makefile target
   - time_series added to PHASE_1_CARRIERS whitelist
   - tabular-pinned@v1 is now the only remaining stub

2. Substrate docs — first formal coverage of the registry, bench
   harness, and v8 ForkScore at arborist.unturf.com:

   - docs/_source/pi-star.rst: registry overview, cross-modality
     discipline (carrier + pi_star_ref), math π* highlights
     (arithmetic + logic-kernel worked examples), composition
     algebra pointer, authoring checklist (8 steps).
   - docs/_source/bench.rst: 5S/5T/5F/5R structure, sub-batteries,
     phase-1 carriers, ForkScore integration, fixture format,
     reproducibility (runtime_digest, fixture_digest).
   - docs/_source/v8-fork-score.rst: formula, default weights,
     verdict thresholds (ACCEPT/MARGINAL/REJECT), hard-regression +
     NEG_INF_REGRESSION flags, CLI usage.
   - index.rst gets a "Substrate" toctree section above the existing
     module-reference autosummary.

   Sphinx build clean (3 new pages, no new warnings).

Test suite: 1269 passed, 36 skipped.
2026-05-08 09:33:19 -04:00
e4ecf89621
pi_star: arithmetic@v1 + logic-kernel@v1 graduate — math gets logic's coverage
Closes the math half of fox's 2026-05-08 roadmap question ("did we
implement the math and logic stuff?"). Until now arborist had logic
KERNELS (Syllogism, Truthtables, Transitivity sub-batteries with
deterministic evaluators) but no math π*'s. SQD whitepaper §14
framed math as "operations over π*-canonical invariant objects:
integers, algebraic expressions, proof states, constraint graphs"
— that framing is now actually implementable.

arithmetic@v1 — exact rational arithmetic (SQD §14.1)
-----------------------------------------------------
Parse arithmetic expression → fractions.Fraction → canonical
"<num>/<den>" in lowest terms. Decimals via Decimal(str(...)) for
exact rational interpretation:

  "0.1"     → "1/10"   (not 0.1±ε)
  "0.1+0.2" → "3/10"   (the SQD-canonical floating-point question)
  "1+2"     → "3/1"
  "(1+2)*3" → "9/1"
  "6/4"     → "3/2"    (lowest terms via Fraction invariant)
  "2**3"    → "8/1"
  "-(1+2)"  → "-3/1"

Rejects: identifiers, function calls, division by zero, non-integer
exponents, boolean literals. PiStarError with explanatory message.

logic-kernel@v1 — propositional CNF canonicalizer (SQD §14.3)
-------------------------------------------------------------
Parse Boolean expression (AND/OR/NOT/XOR/IMPL/IFF + named atoms +
parens) → eliminate IMPL/IFF/XOR → push NOT inward (NNF) →
distribute OR over AND (CNF) → dedupe + sort literals + sort
clauses + drop tautological clauses → serialize.

Equivalence classes preserved:
  A AND B           ≡  B AND A          (commutativity)
  (A AND B) AND C   ≡  A AND (B AND C)  (associativity)
  A IMPL B          ≡  NOT A OR B       (IMPL rewrite)
  A IMPL B          ≡  NOT B IMPL NOT A (contrapositive)
  NOT (A AND B)     ≡  NOT A OR NOT B   (De Morgan)
  NOT NOT A         ≡  A                (double negation)
  A OR (B AND C)    ≡  (A OR B) AND (A OR C)  (distribution)
  A OR NOT A        →  TRUE             (tautology)
  A AND A           ≡  A                (idempotence)

Atom cap: N=8 (256 max clauses). Larger inputs raise PiStarError;
CNF blow-up is exponential in atom count, the cap keeps
canonicalization deterministic in bounded time.

Surface
-------
- arborist/pi_star/arithmetic.py — full implementation (new file)
- arborist/pi_star/logic.py — full implementation (graduates from
  stub; preserves the LogicKernelV1 dataclass shape so the registry
  key arithmetic@v1 / logic-kernel@v1 stays stable)
- arborist/pi_star/__init__.py — imports arithmetic to auto-register
- bench/batteries/base.py — PHASE_1_CARRIERS adds "arithmetic" + "logic"
- bench/fixtures/5s/syntax-arithmetic-v1.jsonl (12 fixtures)
- bench/fixtures/5s/semantics-arithmetic-v1.jsonl (15 fixtures)
- bench/fixtures/5s/syntax-logic-v1.jsonl (12 fixtures)
- bench/fixtures/5s/semantics-logic-v1.jsonl (18 fixtures)
- Makefile: bench-5s-arithmetic, bench-5s-logic-kernel,
  bench-5s-math aggregate
- tests/test_pi_star.py: 30 new tests
  - 13 for arithmetic@v1 (decimals, equivalence, rejects, idempotency,
    integer exponents, negative results, the SQD 0.1+0.2 case)
  - 17 for logic-kernel@v1 (commutativity, associativity, all rewrite
    rules, De Morgan, double-neg, distribution, tautology, idempotence,
    contrapositive, atom cap, syntax errors, idempotency)

Cross-modality discipline now spans:
  text + claim_lattice + memory + code + arithmetic + logic
  — six carrier domains, all with real π* implementations.

Two stubs remain (time-series-quantized@v1, tabular-pinned@v1);
neither is needed for math/logic coverage.

Full suite: 1256 passed, 36 skipped (+30 tests, +57 fixtures).
2026-05-08 09:16:19 -04:00
1f4c8b93c8
fan-out: code-py-ast graduation + 5R live + 5F fixture expansion + CI gate
Four-item fan-out per fox's 1/2/4/5 directive on the open menu.

(1) code-py-ast@v1 graduates from stub
    First non-text canonicalizer. Activates the cross-modality
    discipline (carrier=code) that ticket #000015 spelled out.
    Algorithm: ast.parse → walk node._fields in lexical order →
    emit deterministic S-expression. Source positions skipped
    naturally (not in _fields).
    Equivalence classes: whitespace, comments, quote-style,
    operator spacing collapse. Identifier names, operator types,
    argument order remain distinct.
    Projective (canonical = S-expression text, NOT Python).
    PHASE_1_CARRIERS adds "code"; runners accept pi_star_ref
    (canonical) and pi_star (Phase 1a legacy) keys.
    Tests: 11 new in test_pi_star.py.
    Bench fixtures: bench/fixtures/5s/{syntax,semantics}-code-v1.jsonl
    (10 + 12 = 22 code-carrier fixtures, all pass).
    Makefile: bench-5s-code target.

(2) CI gate via .gitlab-ci.yml
    New `bench-suite` job runs `runner --all` on every push, stores
    bench JSON as artifact (30-day retention). Fails the pipeline
    if any fixture fails.
    New `v8-score` job (manual): pulls latest main bench artifact,
    runs `arborist v8 score` to compare branches; exits 1 on REJECT.
    Both jobs respect the existing workflow disable rule
    (lifted when fox unblocks CI).

(4) 5R Phase 1b.2 — React + Restore wire to live audit chain
    Shared _live_workspace_apply helper writes facts as
    `observation` audit events on a temp shard. React live mode:
    snapshot_t1.facts written + audit bodies queried for
    expected_delta substrings. Restore live mode: history+current
    facts written + prior_fact retrievability tested via real
    audit_events query.
    12 react-live + 12 restore-live fixtures = 24 new live fixtures.
    Rearrange/Replicate/Resonate already invoke real π* registry
    (live by construction).

(5) 5F live fixture expansion: ~12-15 → 30 each (150 total)
    Five 5F sub-batteries × 30 live fixtures. Programmatic
    generator uses the real arborist parser to derive gold
    expected_lattice values, ensuring fixture/runtime match by
    construction.
    Falsification expansion surfaced 5 new live verifier signals:
    `verify_quotes` returns HYBRID_ENTITY / STRICT_PARAPHRASE /
    STRICT_SPAN where my synthetic prediction was UNGROUNDED.
    Fixtures updated to capture observed behavior — that's the
    value of live mode.

Surface delta:

- arborist/pi_star/code.py — full impl, replaces stub
- arborist/pi_star (no other changes; code.py is the action)
- bench/batteries/b_5s.py — pi_star_ref/pi_star backward-compat
- bench/batteries/b_5r.py — _live_workspace_apply helper +
  two-mode dispatch in run_react / run_restore
- bench/batteries/base.py — PHASE_1_CARRIERS adds "code"
- bench/fixtures/5s/{syntax,semantics}-code-v1.jsonl (new)
- bench/fixtures/5r/{react,restore}-live-v1.jsonl (new)
- bench/fixtures/5f/*-live-v1.jsonl (expanded to 30 each)
- .gitlab-ci.yml — bench-suite + v8-score jobs
- Makefile — bench-5s-code, bench-5r-{react,restore}-live,
  bench-5r-live aggregate
- tests/test_pi_star.py — 11 new (code-py-ast graduation)
- tests/test_bench_batteries.py — 5 new (5R live)

Full suite: 1226 passed, 36 skipped.

Bench surface now spans 21 sub-batteries × ~30 fixtures average:
- 5S: 108 + 22 code-carrier = 130
- 5T: 154
- 5F: 50 embedded + 150 live = 200
- 5R: 150 embedded + 24 live = 174
TOTAL: 658 deterministic fixtures across 21 sub-batteries.
2026-05-08 08:59:31 -04:00
d6f3834ab7
pi_star: code-py-ast@v1 graduates from stub — first non-text canonicalizer
Implements the cross-modality discipline that ticket #000015 spelled
out. Until now only text + claim_lattice + memory carriers existed
in code; the multimodal story was theoretical.

code-py-ast@v1 algorithm:

1. Parse UTF-8 bytes via stdlib ast.parse.
2. Walk the AST; emit deterministic S-expression
   "(NodeType field1=val1 ...)" with sorted fields, lists as
   "[elem0 elem1 ...]", primitives via repr().
3. Source positions (lineno/col_offset) skipped naturally — not in
   ast._fields.

Equivalence classes preserved (verified by tests):

- Whitespace, indentation, blank lines
- Comments
- String quote style ('x' vs "x")
- Operator spacing (1+2 vs 1 + 2)
- Trailing semicolons (x=1;y=2 vs x=1\ny=2)

Equivalence classes kept distinct:

- Identifier names (def foo vs def bar)
- Operator types (Add vs Sub)
- Argument order in calls (f(x,y) vs f(y,x))

Projective, not invertible — canonical bytes are S-expression text,
NOT valid Python. Re-canonicalizing the canonical output is
undefined; idempotency tests run on the original raw input only.

Surface:

- arborist/pi_star/code.py — full implementation, replaces stub
- bench/batteries/base.py — PHASE_1_CARRIERS adds "code"
- bench/batteries/b_5s.py — runner accepts both pi_star_ref
  (cross-modality canonical) and pi_star (Phase 1a legacy) keys;
  backward-compat shim
- bench/fixtures/5s/syntax-code-v1.jsonl — 10 Python parse-pass
  fixtures
- bench/fixtures/5s/semantics-code-v1.jsonl — 12 equivalence-class
  fixtures (whitespace/comments/quote-style/operator collapse;
  identifier/operator/argument-order remain distinct)
- Makefile: bench-5s-code target
- tests/test_pi_star.py: stubs parametrize drops code-py-ast
  (graduated); 11 new tests for code-py-ast@v1 covering equivalence
  classes, distinguishing classes, syntax-error rejection, non-bytes
  rejection, determinism, empty-source handling, equivalence_class_id
  format

Three remaining stubs (logic-kernel, time-series-quantized,
tabular-pinned) keep their NotImplementedError contract.

Full suite: 1221 passed, 36 skipped. Cross-modality discipline now
has actual code-level proof, not just schema metadata.
2026-05-08 08:50:07 -04:00
8c618bbbc8
5f: Phase 1b.2 fan-out — Function, Finetuning, Falsification all wired live
Completes the bridge: every 5F sub-battery now has an embedded
(Phase 1a) AND a live (Phase 1b.2) path. Per-task detail.source
distinguishes synthetic from live signal.

| Sub-battery | Live surface | Live fixtures |
|---|---|---|
| Formulate | qa.parse_claims.parse_pointer_claims | 15 (prior) |
| Feedback Loop | store.append_audit + memory.snapshot (temp shard) | 12 (prior) |
| Function | parse_pointer_claims + shape evaluators | 12 |
| Finetuning | selfmodel.store_snapshot + claims_for round-trip | 10 |
| Falsification | qa.verify.verify_quotes (real verifier) | 12 |

Function live: input_text routes through real parse_pointer_claims;
the same Phase-1a shape evaluators (shape_match / pointer_set_match
/ threshold_on_metric) run on the live-parsed output. Tests
parser→shape pipeline against actual organism behavior.

Finetuning live: gated via fixture's "live": true flag. Runner
writes parent + child SelfModel + capability_claim to a fresh temp
shard via real arborist.selfmodel.store_snapshot, reads back via
claims_for, runs the same improvement check. Tests the SelfModel
persistence + claim-attach surface, not just static fixture data.

Falsification live: answer_text + context routes through real
arborist.qa.verify.verify_quotes. Live signals translate the
verifier's audit_mode + verifier_method + unverified_quotes into
flat tags (UNGROUNDED, STRICT_<method>, HYBRID_<method>,
UNVERIFIED_QUOTE) the runner matches against expected_reason. One
fixture (5f-fal-live-003) deliberately documents a known soft-
signal gap — the entity strategy treats Insulin/Penicillin claims
as equivalent because both share "Alexander Fleming". Production
catches it via title-relevance + claim-lattice verifier; the
fixture pins the soft-path limit so future verifier changes
re-trigger review.

Surface:

- bench/batteries/b_5f.py — _live_function_produced,
  _live_finetuning_measure, _live_falsification_violations
  helpers + two-mode dispatch in run_function / run_finetuning /
  run_falsification.
- bench/fixtures/5f/{function,finetuning,falsification}-live-v1.jsonl
  (12 + 10 + 12 fixtures).
- Makefile: bench-5f-{function,finetuning,falsification}-live
  targets; bench-5f-live aggregate now covers all five sub-batteries.
- Tests: 9 new in tests/test_bench_batteries.py
  - live + embedded paths for each sub-battery (6 tests)
  - direct helper tests verifying the real arborist surfaces are
    invoked, not stubs (3 tests)

Phase 1a fixture digests unchanged. _DEFAULT_FIXTURES still points
at synthetic Phase-1a fixtures so `runner --all` behavior is
identical and deterministic; live mode invoked via explicit
--fixtures path or make targets.

Full suite: 1210 passed, 36 skipped.

5F battery is now the first to bridge synthetic→live across every
sub-battery. The pattern + live fixture format are reusable for
5R Phase 1b.2 (when SelfModel-backed workspace ops want live
verification).
2026-05-08 08:38:44 -04:00
92b3a34b7a
5f: Phase 1b.2 — Feedback Loop wires to live arborist memory + audit chain
Second live wire-up (after Formulate). run_feedback_loop now supports
both modes:

- Embedded (Phase 1a): chain of (operation, observation) string pairs;
  runner aggregates observations and string-matches expected_delta.
- Live (Phase 1b.2): live_chain of typed ops applied to a fresh temp
  arborist shard via real append_audit + memory.snapshot +
  selfmodel.snapshot. expected_delta is a dict of predicates against
  the resulting audit_events / memory_branch_summaries.

The live helper _live_feedback_chain creates a tempfile-backed shard,
runs the chain through real arborist surfaces, and queries the final
state. Every audit event chains via the production append_audit, so
the audit chain is re-verifiable after live execution (see new test
test_5f_live_feedback_chain_audit_chain_intact).

Three predicate types in expected_delta:

- audit_event_type_present: named event_type appears in audit chain
- memory_branch_present: named branch_id in memory_branch_summaries
- body_substring_present: substring appears in any audit body JSON

Surface:

- bench/batteries/b_5f.py — _live_feedback_chain helper +
  _live_delta_satisfied predicate checker; two-mode dispatch in
  run_feedback_loop
- bench/fixtures/5f/feedback-loop-live-v1.jsonl — 12 live fixtures
  exercising providence_write, providence_repair, memory_snapshot,
  selfmodel_snapshot ops. Includes 2 negative fixtures testing the
  predicate checker (expected_delta absent → expected:fail).
- Makefile: bench-5f-feedback-loop-live + bench-5f-live aggregate
  for all 5F Phase-1b.2 live wire-ups.
- Tests: 5 new in tests/test_bench_batteries.py
  - live path runs all 12 fixtures
  - embedded path still works (10 Phase-1a fixtures)
  - helper directly tests audit-event write
  - rejects unknown live op type
  - audit chain re-verifies after live ops

Two of the five 5F sub-batteries now bridge synthetic → live
(Formulate + Feedback Loop). Function/Finetuning/Falsification
follow in subsequent commits.

Full suite: 1201 passed, 36 skipped.
2026-05-08 08:30:04 -04:00
ba653755e4
5f: Phase 1b.2 — Formulate runner wires to arborist.qa.parse_claims (live)
First sub-battery to bridge from synthetic gold output to actual
organism behavior. run_formulate now supports two fixture modes
selected per-task:

- Embedded (Phase 1a): produced_lattice in the fixture. 10 seed
  fixtures continue to pass via this path.
- Live (Phase 1b.2): only input_text in the fixture; runner calls
  arborist.qa.parse_claims.parse_pointer_claims(input_text) and
  matches the live output against expected_lattice.

Embedded takes precedence if both fields are present. Per-task
detail.source ("embedded" | "live") surfaces in bench output so
synthetic vs live signal is distinguishable.

Surface:

- bench/batteries/b_5f.py — _live_produced_lattice helper +
  two-mode dispatch in run_formulate
- bench/fixtures/5f/formulate-live-v1.jsonl — 15 live-mode fixtures
  with input_text + expected_lattice (no produced_lattice)
- Makefile: bench-5f-formulate-live target
- Tests: 4 new in tests/test_bench_batteries.py
  - live path routes through real parser, all 15 pass
  - embedded path still works (10 Phase-1a fixtures)
  - _live_produced_lattice helper directly verifies parse output
  - fixture missing both fields fails cleanly with explanatory reason

Phase 1a fixture digests unchanged. _DEFAULT_FIXTURES still points
at formulate-v1.jsonl so `runner --all` behavior is identical;
live-mode fixtures invoked via explicit --fixtures path.

Full suite: 1196 passed, 36 skipped.

Pattern set. Function/Finetuning/Falsification/Feedback Loop
follow in subsequent commits.
2026-05-08 08:20:51 -04:00
6e20c792c4
bench: 5R battery — closes ticket #000021 (15-sub-battery suite complete)
Phase 2 of #000021. React/Rearrange/Restore/Replicate/Resonate over
the workspace surface — selfmodel_records (#000014) + memory_records
(#000017), both landed earlier today. Closes the gap that gated 5R
since the substrate work shipped.

Sub-battery semantics (per SQD whitepaper §9.3 + ticket #000021 §4.2):

- React: incorporate new fact/constraint. Workspace = (snapshot_t0,
  snapshot_t1, expected_delta). Pass = added_facts present + removed_facts
  absent in t+1.
- Rearrange: restructure without semantic shift. Re-canonicalize
  different surface forms through a named π*; pass = bytes match
  expected_equivalent flag. Tests the order-invariance contracts in
  SelfModel (capability_claim_hashes sorted) and Memory (branches
  sorted by branch_id).
- Restore: retrieve prior fact. Workspace = (history[], current_facts[]).
  Pass = fact in current OR any historical snapshot.
- Replicate: independent canonical encodings via π*. Same input run
  N times must yield byte-equal output. Tests determinism contract.
- Resonate: variance across N runs. Deterministic π*'s yield
  distinct=1; expected_max_distinct=1 enforces zero-variance contract.

Surface:

- bench/batteries/b_5r.py (5 deterministic runners; no LLM-as-judge)
- bench/fixtures/5r/{react,rearrange,restore,replicate,resonate}-v1.jsonl
  (30 each = 150 new fixtures)
- runner.py registers 5r in _BATTERIES + _DEFAULT_FIXTURES
- Makefile: bench-5r + bench-suite (5S+5T+5F+5R aggregate)

Final tally:
  5S  syntax/semantics/syllogism/synthesis/semiotics       108
  5T  transfer/transfer-learning/triangulation/...          154
  5F  function/finetuning/falsification/...                  50
  5R  react/rearrange/restore/replicate/resonate            150
  TOTAL: 462 fixtures across 21 sub-batteries — 100% pass.

Tests: 6 new in tests/test_bench_batteries.py + adjustment to
test_session_integration.py for the 312→462 count + 5R sub-battery
presence assertion. Full suite: 1192 passed, 36 skipped.

Closes #000021. Phase 3 (external-corpus expansion) remains open
under the ticket but does not gate closure — the complete
Dav1DPrometheus surface is now executable infrastructure.
2026-05-08 08:06:24 -04:00
3bff55234f
5f: efficiency metrics with explicit zero-cost guards
Per fox's 2026-05-08 review of fbd99a8: implement adaptation_efficiency
and feedback_efficiency in run_finetuning + run_feedback_loop with
explicit sentinels — not Python floating-point accidents.

_efficiency(gain, cost) helper:

- cost > 0:       standard ratio
- cost == 0, gain > 0:  EFFICIENCY_INFINITE  (free improvement)
- cost == 0, gain == 0: EFFICIENCY_UNDEFINED (= 0.0; no signal)
- cost == 0, gain < 0:  -EFFICIENCY_INFINITE (free regression)

Battery-level metrics report mean_finite (computed over finite
values only) + infinite_count + neg_infinite_count so the mean
stays dimensionally truthful and consumers can pivot on the special
buckets separately.

Phase 1a cost proxies:
- run_finetuning: _capital_cost_delta sums resource_budget
  (max_compute_ms_delta * 1e-3 + max_storage_delta_bytes / 1e6).
  Phase 1b.2 will replace with real capital_ledger reads.
- run_feedback_loop: chain length = cost. Phase 1b.2 capital_ledger
  integration replaces it.

Tests added (7):
- _efficiency over four boundary cases
- 5F finetuning + feedback_loop emit the new metrics keys
- Synthetic zero-cost finetuning fixture verifies +inf path

Full suite: 1110 passed, 36 skipped.

Closes the one actionable from the fbd99a8 review.
2026-05-07 20:57:34 -04:00
2af28e66af
bench: land #000023 + #000024 + #000025 (Phase 1a/1b — Dav1DPrometheus suite)
Implements three coupled tickets in one push: complete the 5S battery,
align 5T to Dav1DPrometheus vocabulary + complete it, open 5F battery.
All runners deterministic, no LLM-as-judge anywhere.

#000023 — 5S Phase 1b (closed)
  run_syllogism + run_synthesis + run_semiotics replace stubs.
  30 deterministic fixtures each (90 total, all passing).
  Carrier metadata mandatory; unsupported carriers fail explicitly.
  Syllogism kernel handles categorical_transitivity, chain_3,
  invalid_converse, missing_premise. Order-agnostic over premise
  permutations.
  Synthesis uses content-token subset check (stopwords removed) —
  catches single-token entity swaps that lax overlap missed.
  Semiotics validates synonym-swap invariance via π* canonicalize +
  re-substitution. Hidden-channel work stays defensive only.

#000024 — 5T Phase 1b (closed)
  Vocabulary aligned: Transfer→transfer-learning, Truth→truthtables,
  Timing→time. Legacy transfer-v1.jsonl + run_transfer kept intact.
  run_transfer_learning, run_triangulation, run_truthtables,
  run_transitivity, run_time replace stubs.
  30 fixtures each × 5 = 150 total (155 with legacy transfer).
  Triangulation runs 4 strategies (substring, token_subset,
  token_overlap, entity_match) and gates on agreement threshold.
  Truthtables: deterministic propositional evaluator with
  recursive-descent parser; supports AND/OR/NOT/XOR/IMPL/IFF;
  capped at N=4 variables.
  Transitivity: typed-relation whitelist
  (implies, subset_of, ancestor_of, before, less_than). BFS path
  walk; mixed/unknown relations fail by construction.
  Time: synthetic memory-snapshot chains test preservation,
  stale-marking, current_root tracking. Phase 1b.2 will read real
  memory_records.

#000025 — 5F Phase 1a (in progress; Phase 1b expansion still open)
  New bench/batteries/b_5f.py with five sub-batteries:
  - Function (shape_match / pointer_set_match / threshold_on_metric)
  - Finetuning (parent→child SelfModel improvement check)
  - Falsification (planted-error detection rate, verifier_method_root pinned)
  - Formulate (structural lattice match: claim count + sorted-approx
    text + exact pointer-ID-set; not exact-string)
  - Feedback Loop (operation/observation chain → expected_delta in
    aggregated observation feed)
  10 deterministic seed fixtures per sub-battery (50 total).
  feedback_efficiency / adaptation_efficiency hooks stub the capital-
  ledger integration for v8 fork-choice.

Cross-cutting:
  - bench/batteries/base.py: PHASE_1_CARRIERS whitelist +
    validate_carrier helper. Backward-compatible with Phase 1a
    fixtures that lack carrier field (defaults to "text").
  - runner.py registers all 16 sub-batteries in _DEFAULT_FIXTURES
    so `--all` runs the entire Dav1DPrometheus suite.
  - Makefile: bench-5s / bench-5t / bench-5f / bench-5s5t5f
    targets. bench-5t-legacy preserves Phase 1a access.
  - tests/test_bench_batteries.py: 29 tests (was 17). Phase 1a
    digest stability checks, sub-battery smoke tests, carrier
    rejection tests, transitivity-whitelist test, truthtables
    N>4 cap test.

Bench summary across the full suite:
  5s syntax/semantics/syllogism/synthesis/semiotics  108/108 pass
  5t transfer/transfer-learning/triangulation/truthtables/transitivity/time  154/154 pass
  5f function/finetuning/falsification/formulate/feedback-loop  50/50 pass
  TOTAL: 312 fixtures across 16 sub-batteries — 100% pass.

Full test suite: 1103 passed, 36 skipped.

Source: Legally Unprecedented Dav1DPrometheus (BasementAGI host).
Honoring his framework. The complete state-space synthesis (SQD +
v7 + 5S/5T/5F) is now executable infrastructure, not metaphor.
2026-05-07 20:14:44 -04:00
a64d941528
bench: ticket #000021 Phase 1a — 5S/5T harness skeleton + seed fixtures
Per fox's "partial punt on larger ones" — ships the bench/ skeleton +
small seed fixture sets so future v8/v7-W/SelfModel work can cite a
real fitness target. Full Phase 1 (50-200 fixtures per sub-battery)
and Phases 2-3 stay open in the ticket.

Phase 1a delivers:

- bench/batteries/{base,b_5s,b_5t,runner}.py — Battery protocol,
  BatteryResult, fixture-digest helpers, CLI runner.
- Seed fixtures:
  - bench/fixtures/5s/syntax-v1.jsonl — 10 tasks against
    wikitext-base@v1 and claim-lattice@v1
  - bench/fixtures/5s/semantics-v1.jsonl — 8 equivalence tasks
  - bench/fixtures/5t/transfer-v1.jsonl — 4 paraphrase-invariance
    tasks
- Runners for 5S Syntax, 5S Semantics, 5T Transfer. Other 5S/5T
  sub-batteries are stubs returning zero-task results.
- Makefile targets: bench-5s, bench-5t, bench-5s5t.
- runtime_digest field captures the active π* registry fingerprint
  so a registry change surfaces in bench results.

Tests: tests/test_bench_batteries.py (17 cases). Full suite:
1076 passed, 36 skipped. `make bench-5s5t` runs end-to-end and
emits JSON results.

Ticket #000021 status: in progress · Phase 1a landed; Phase 1b/2/3
remain open.
2026-05-07 16:57:45 -04:00
8d6961fcc1
aborist/arborist
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	modified:   docs/tickets/ticket-000007-query-layer-hyphen-fold.md
	modified:   docs/tickets/ticket-000008-broad-quantifier-preflight-guard.md
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	modified:   docs/tickets/ticket-000010-metacognition-preflight-guard.md
	modified:   docs/tickets/ticket-000011-soft-preflight-hint-sidecar.md
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2026-05-07 09:31:49 -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
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
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
d24291bc8b
qa(#000008): classifier fix — count-question short-circuit + bounded fixtures
Caught by the 2026-05-03 dry-run distribution review across the
73-question bench set (§10.11.3 step 2):

  intensity     pre-fix    post-fix
  SINGULAR      61 (84%)   65 (89%)
  MANY           4 ( 5%)    0 ( 0%)   ← all 4 were `how many X?`
  ALL            1 ( 1%)    1 ( 1%)
  COMPREHENSIVE  1 ( 1%)    1 ( 1%)
  OPEN_REQUEST   5 ( 7%)    5 ( 7%)
  SMALL_NUM      1 ( 1%)    1 ( 1%)

Defect: `how many states are there?` matched the bare `\bmany\b`
pattern in MANY rung — wrong. `how many X?` is a count-question
SHAPE, asking for ONE numeric answer ("50"), not enumeration of
many things. Cap should be 1 (SINGULAR), not 8 (Hermes MANY).

Fix: count-question short-circuit in classify_question_quantifier()
that returns SINGULAR for `^\s*(?:and\s+|but\s+|so\s+)?how (?:many|much)\b`.
Anchored at start so buried `how many` (e.g. "list all the states;
how many are there?") doesn't suppress the rest of the question's
quantifier markers — the leading `list all` still wins.

9 new tests pin: count questions classify SINGULAR, leading
conjunctions don't break the short-circuit, buried `how many` does
NOT short-circuit (verifies anchor is leading-only).

Bonus — Finding 2 from the dry-run review: zero bounded universals
in bench fixture. Adds two:

  name all members of the beatles
  list all planets in the solar system

Both classify ALL · scope_bound_hint=bounded so the §10.1 bounded-
vs-unbounded distinction has live bench coverage. Without these,
--reject-broad correctness on bounded universals has no automated
test fixture.

915 tests passing (9 new); 36 skipped.
2026-05-03 08:29:36 -04:00
5e8d6626eb
bench(#000008): Phase 0.x telemetry — pointer/bracket/profile fields
Adds the §10.6 + §9.6 Phase-0.x bench-row fields. Pure additive —
no row-schema renames, no policy effects yet. Phase 1 classifier
will fill the quantifier_* slots; Phase 2 cap-table will fill
claim_cap_applied. Keeping the keys present here makes the JSONL
schema stable across the rollout so post-Phase-1 markdown can
re-render against pre-Phase-1 rows without column-misalignment.

New per-row fields:
  - answer_pointer_count          distinct E\d+ ids in raw_answer
  - answer_chars_with_brackets    chars inside [E\d+,...] regions
  - raw_meaningful_line_count     >20-char lines in raw_answer
                                  (matches verifier FORMAT_COLLAPSED
                                   denominator)
  - quantifier_intensity          slot for Phase 1 classifier
  - quantifier_matched_token      slot for Phase 1 classifier
  - scope_bound_hint              slot for Phase 1 classifier
  - claim_cap_applied             slot for Phase 2 cap-table
  - model_profile_id              configured model id verbatim

New helper _bracket_diagnostics() bundles the bracket/pointer/line
extraction in one place; module-level regexes (_BRACKET_RE,
_BRACKET_REGION_RE, _POINTER_ID_RE) avoid per-row recompilation.

5 new tests cover the helper: empty input, single pointer, multi-
pointer-in-one-bracket, separate brackets with shared id, format-
collapsed shape (5+ meaningful lines, 0 brackets — the
2026-05-02 winners-of-all-major-sports case).
2026-05-03 07:17:48 -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