arborist/docs/seven-point-program.md
russell@unturf.com 9ec9469c4d
qa(frame): #000002 land — reference-frame polarity contract (D3 → ✓)
The phrase-pattern retrieval route (commit 1b8677d) closed the
RETRIEVAL side of reference-frame failure; this ticket closes
the ANSWER side.

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

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

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

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

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

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

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

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

All seven structural directives now ✓:
  D1, D2, D5 (were ✓);
  D3 #000002, D4 #000001, D6 #000003, D7 #000005 (closed in this
  series).
2026-05-01 20:18:13 -04:00

11 KiB

Seven-point program — the north-star directive

Distilled 2026-05-01, Asia/Kuala_Lumpur:

Stop making Hermes prove things. Make Hermes emit pointer clauses; build CTI internally; bind the retrieval map and evidence map; verify pointers deterministically; add general anchor-class warrant before semantic NLI; rename labels honestly; and automate only after these invariants are test-pinned.

This is the architecture's north-star. Every new feature, prompt edit, schema change, and ticket walks past these seven directives before landing. The discipline frames how bench/qa_sweep.py and tests/test_qa_quality_live.py cover the substrate: the bench is the scoreboard, the live fixtures are the gates, and this doc names what the scoreboard and gates measure for.

The seven directives

D1 — Stop making Hermes prove things

The verifier never calls the LLM. Faithfulness classification is a deterministic property of (answer text, evidence map, source corpus), not a model self-grade.

  • Status: ✓ enforced.
  • Code anchors: aborist/qa/verify.py:verify_quotes, verify_claim_lattice, verify_claim_lattice_json — pure functions with no chat-client parameter.
  • Pinning tests: tests/test_verify*.py, tests/test_claim_lattice.py — every verifier path runs without a network call.
  • Smell-test: if a future PR adds a chat_client argument to a verifier, D1 violated.

D2 — Make Hermes emit pointer clauses

The model's prose surface is citation-style prose with bracketed evidence-id tags (Claim. [E12]) or schema-constrained JSON ({"claims":[{"text":"...", "evidence_ids":["E12"]}]}). The model never types the quote string itself.

  • Status: ✓ enforced for lattice modes.
  • Code anchors: aborist/qa/parse_claims.py:parse_pointer_claims, aborist/qa/verify.py:CLAIM_LATTICE_JSON_SCHEMA, aborist/qa/runner.py (system prompts).
  • Pinning tests: tests/test_claim_lattice.py, tests/test_verify_json.py.
  • Bench signal: rows with answer_mode ∈ {claim_lattice_pointer, claim_lattice} fall under this directive; rows with answer_mode == "quote" predate it (legacy).

D3 — Build CTI internally

Clause-tree intelligence (frame lattice + multi-frame answer compilation) lives on our side of the wire. The model proposes clauses; the runtime composes them. Reference-frame queries get multiple frames acknowledged in the answer (literal vs fictional-actual vs in-universe-propaganda) rather than picking one frame and discarding the others.

  • Status: ½ — phrase-route closed the retrieval side (commit 1b8677d); answer-side compilation pending.
  • Code anchors: today, none. Future: aborist/qa/frame.py:detect_frame, runtime-side polarity contract emission.
  • Pinning tests: today, only the phrase-route tests in test_query.py::test_phrase_match_surfaces_topical_doc. Future: per-shape frame-detector tests + multi-frame answer-shape live fixtures.
  • Open ticket: #000002 Reference-Frame Polarity Contract.
  • Bench signal: today, phrase_match_surfaced flag on bench rows (true when phrase route fired). Once Module L lands, additionally frame_kind ∈ {literal, reference, ambiguous}.

D4 — Bind the retrieval map AND the evidence map

Provenance binding covers both what got retrieved (sources) and how retrieval got there (the operator-influenceable inputs: keywords, top_k, over_fetch, max_context_chars, shard set).

  • Status: ½ — evidence_map_root lives in the 9-stage run-DAG (aborist/qa/dag.py); retrieval-plan binding (the input side) is the open work.
  • Code anchors: aborist/qa/dag.py:build_run_dag, aborist/qa/evidence.py:evidence_map_root.
  • Pinning tests: tests/test_qa_dag.py, tests/test_evidence.py.
  • Open ticket: #000001 Retrieval-keywords audit gap.
  • Bench signal: every lattice-mode row has run_dag_root populated; future bench column will report on retrieval_plan_hash presence once #000001 lands.

D5 — Verify pointers deterministically

The hard verifier runs only deterministic checks (parser succeeded, evidence_id resolves, source_role allowed, claim text non-empty, citation coverage, pointer-count cap, lexical anchor warrant). No NLI, no embeddings, no model self-grading.

  • Status: ✓ enforced.
  • Code anchors: aborist/qa/verify.py:verify_claim_lattice — seven hard checks documented inline.
  • Pinning tests: tests/test_claim_lattice.py (per-rule coverage), tests/test_verify_json.py, tests/test_verify.py.
  • Bench signal: every row carries verifier_method ∈ {quote, span, entity, paraphrase, claim_lattice, none} (CHECK constraint in aborist/store.py).

D6 — General anchor-class warrant before semantic NLI

The lexical anchor check (Rule 7 in verify_claim_lattice) catches the lazy-anchor failure where pointer / role / coverage all pass but the cited chunk never names the answer entity. Today this fires only on relation-shape questions. Generalizing the anchor-class detector to entity-list / why-cause / when-date shapes pins a broader class of failures structurally before any NLI substrate exists in the proof path.

  • Status: ½ — relation-shape only. Entity-list / why-cause / when-date shapes pass through unchecked.
  • Code anchors: aborist/qa/verify.py:_extract_anchor_candidates, aborist/qa/verify.py:_question_is_relation_shape.
  • Pinning tests: tests/test_claim_lattice.py covers relation-shape; entity-list / cause / date shapes have no warrant test today.
  • Open ticket: #000003 Anchor-class warrant generalization.
  • Bench signal: future column warrant_fired: bool (true when Rule 7 ran on the row, regardless of pass/fail).

D7 — Rename labels honestly

STRICT for claim-lattice modes overclaims because synthesis-heavy claims pass all hard checks without semantic entailment of the joined assertion. The renderer relabels at display time:

STRICT     → EVIDENCE-LINKED · via claim_lattice
HYBRID     → EVIDENCE-LINKED-PARTIAL · via claim_lattice_pointer
UNGROUNDED → UNGROUNDED · via claim_lattice

Quote / span / entity / paraphrase modes keep their original tokens (they verify against pinned spans, not synthesis). The schema column stays STRICT/HYBRID/UNGROUNDED so v9.8 cache_key invariants hold.

  • Status: ✓ enforced for lattice modes.
  • Code anchors: aborist/cli.py:_render_audit_label.
  • Pinning tests: tests/test_cli_render.pytest_render_label_strict_in_claim_lattice_becomes_evidence_linked and siblings.

D8 — Automate only after the invariants are test-pinned

The five-step algorithm in CLAUDE.md applies to automation in particular: bench harnesses, distill runners, ingest CLIs all earned their automation only after the underlying ops were simplified into single-purpose stages. The bench harness IS the automation substrate, so it must enforce the directives before any feature gets layered on top.

  • Status: ongoing discipline.
  • Code anchors: bench/qa_sweep.py, tests/test_qa_quality_live.py.
  • Bench signal: per-row directive_compliance column maps each directive to a pass/fail boolean; the markdown summary aggregates per-mode-per-directive coverage.

How to use this doc

  1. Before opening a new ticket, scan the seven directives. Which one does the work serve? Add the directive number to the ticket header (Directive: D6) so the design log threads back here.

  2. Before merging a feature, audit it against D8: does a test pin the new invariant? If not, the feature is automation pretending to be code-level discipline.

  3. When reading a bench summary, the per-directive coverage row tells you which directives are passing on the corpus today and which are pending implementation. Bench scores that climb without directive coverage climbing are graveyard-digging (step 4 of the five-step algorithm).

  4. When triaging a fixture failure, identify which directive the fixture pins. A fixture that fails by name maps to a specific regression in the directive's structural invariant; an unnamed bench delta is just noise.

Status snapshot at landing

# Directive Status Tickets
1 Stop making Hermes prove things
2 Hermes emits pointer clauses
3 Build CTI internally #000002 (closed)
4 Bind retrieval map AND evidence map #000001 (closed)
5 Verify pointers deterministically
6 Anchor-class warrant before NLI #000003 (closed)
7 Rename labels honestly #000005 (closed)
8 Automate only after test-pinning discipline #000004 (closed)

All seven structural directives now ✓:

D1, D2, D5 — were ✓ at landing. D3 closed 2026-05-02 via #000002 (frame detector + polarity preamble + renderer extension; multi-frame answers on Orwell and other reference-frame queries). D4 closed 2026-05-02 via #000001 (retrieval_plan_hash binding in the run-DAG; SQL column + audit events deferred). D6 closed 2026-05-02 via #000003 (anchor-class warrant generalization: entity-list / count / why-cause shapes). D7 closed 2026-05-02 via #000005 (four-rung ladder: POINTER-LINKED → ANCHOR-WARRANTED → EVIDENCE-WARRANTED → ENTAILMENT-VERIFIED).

D8 is the meta-discipline that gates how all of the above land; the bench coverage substrate (#000004) is closed. Tests: 734 passed.

Anti-regression test layer

Each directive has a structural pin in tests/test_directives.py. A future PR that silently weakens a directive fails by name:

Directive Pin tests in tests/test_directives.py
D1 test_d1_verify_*_signature_has_no_chat_client, test_d1_verifier_method_enum_excludes_llm_judges
D2 test_d2_answer_modes_include_lattice_variants, test_d2_pointer_parser_exists_*
D3 test_d3_runtime_owns_claim_lattice_construction, test_d3_evidence_map_built_*
D4 test_d4_run_dag_carries_evidence_map_root (✓), test_d4_retrieval_plan_binding_status (marker — flips when #000001 lands)
D5 test_d5_verify_claim_lattice_is_deterministic, test_d5_seven_hard_checks_are_pure_functions
D6 test_d6_warrant_* (relation + date), test_d6_warrant_generalization_status (marker — flips when #000003 lands)
D7 test_d7_renderer_*, test_d7_audit_mode_enum_canonical_set
D8 test_d8_seven_point_program_doc_exists, test_d8_bench_directive_compliance_helper_exists, test_d8_tickets_index_exists_and_pins_open_directives

The "marker" tests for D4 and D6 document open work: today they assert that a parameter / detector is absent; when the corresponding ticket lands, the assertion flips to present. The test failing during ticket implementation is the expected signal, not a regression.