arborist/bench/qa_questions_warrant_chain_aggressive.txt
russell@unturf.com c5bc53f733
bench: aggressive warrant fixture confirms Phase 3 is rescue-only, not default-path
Followup to dee6623 ("bench: #000031 Phase 3 A/B finds mechanism
dormant on warrant-targeted fixture") — the initial A/B reported
Phase 3 dormant on a 7-question fixture where only 2/7 questions
retrieved any chain-root sources. Open question: was the dormancy
a fixture inadequacy or a structural property of Phase 3?

This commit answers it. Aggressive fixture (13 questions using
exact claim-pack title phrasing — "What is the Pigeonhole
Principle?", "Define the Axiom of Extensionality", etc.; titles
sampled directly from the 92-document chain-root set on shard
000.db) drives retrieval to chain-root chunks on **12/13
questions** (24 chain sources retrieved total).

A/B vs a57b194~1, n=3, 117 cells per condition:

  cache_key parity:                          39/39 cells match
  Phase 3 fire rate (warrant_proven_idxs):   0 / 117 cells
  STRICT-rate:                               85/117 → 85/117 (Δ +0)
  per-cell movement (LLM dice):              4 ↑, 4 ↓

Phase 3 fires zero times even though retrieval does land on chain
roots on 92% of questions. The structural reason now reads as:

  Phase 3 is a rescue mechanism, not a default path. It fires only
  when (a) a cited chunk has warrant-resolver chain backing AND
  (b) the lexical warrant_check would otherwise fail. On
  well-formed axiom questions, the LLM's answer contains the
  technical terminology that the lexical anchor heuristic looks
  for — so warrant_check passes via the cheap lexical path and
  Phase 3 has nothing to suppress.

Two readings of this finding:

1. **Positive for the lexical layer.** It's strong enough on
   clean axiom questions that the chain-fallback isn't needed.
   The mechanism that lands warrants on cheap lexical evidence
   continues to do most of the work.

2. **Phase 3 calibration needs a different fixture shape.** To
   exercise the rescue path empirically, a future fixture would
   need to elicit lexical-fail-but-chain-pass claims —
   paraphrase-heavy questions, disputed-terminology topics,
   questions where the LLM naturally drifts from chunk vocabulary.

Mechanism is correct + non-regressing (cache_keys identical → no
retrieval movement; 0/117 fire rate confirms defensive-only
behavior). No further changes warranted to the implementation.

C — separate finding (refactor sweep verification): a57b194 has
zero v7/v8 patterns. Final exhaustive sweep across arborist/ +
tests/ shows only the intentional historical-note comments in
arborist/cli.py (Was \`arborist v8 score\`...) and
arborist/substrate/__init__.py (explaining why v-dirs were
retired). Refactor cleanup is complete.

B — separate finding (Makefile bench-fork-score smoke):
make bench-fork-baseline + make bench-fork-score runs end-to-end
under the renamed CLI. Verdict MARGINAL (score 0.0 for self-
comparison), exit 0. Yesterday's Makefile:430 fix verified live.
2026-05-10 09:53:21 -04:00

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# Aggressive warrant-chain fixture (2026-05-10).
#
# Phase 3 verifier (a57b194) suppresses WARRANT_MISSING when a cited
# chunk has a warrant-resolver derivation row. The first probe fixture
# (qa_questions_warrant_chain_probe.txt) found Phase 3 dormant —
# retrieval landed on Wikipedia chunks instead of claim-pack chunks
# even on warrant-targeted topics.
#
# This fixture uses **exact claim-pack title phrasing** to maximize
# title-token boost in the retrieval pipeline. Each question's noun
# phrase matches a specific claim-pack record's title verbatim, which
# should drive retrieval to surface that claim-pack chunk in the top
# slots.
#
# Source: titles sampled from documents where document_root ∈
# warrant_chain_lookup() (the 92 chain-root set) on shard 000.db
# 2026-05-10.
# Pillar VII — Combinatorics (titles match claim-pack records)
What is the Pigeonhole Principle?
What is Pascal's Rule?
What is the Multiplication Principle in combinatorics?
# Pillar I — First-order logic (axiom titles)
What is the Axiom of Implication Introduction?
What is the Axiom of Reflexivity of Equality?
What is the Axiom of Universal Specification?
# Pillar II — Set theory (ZFC axioms)
Define the Axiom of Extensionality.
What is the Axiom of Empty Set?
What is the Axiom of Power Set?
Define the Axiom of Foundation.
# Pillar III — Peano arithmetic
What is the Axiom of Successor?
Define the Axiom of Addition (Zero).
# Pillar IV — Hilbert geometry
State the Archimedean Axiom.