real_003 left a known-weak hole: shorthand-style queries
("{count} {role} {city} {state} ...") have no separator between
role and city, so a regex can't reliably extract — leaving the
cross-role gate disabled when both record AND query are shorthand.
This commit adds a roleExtractor with regex-first + LLM fallback:
- Regex first (fast, deterministic) — handles need + client_first +
looking from real_003b. ~75% of styles, no LLM cost paid.
- LLM fallback when regex returns empty AND model is configured —
Ollama-shape /api/chat with format=json, schema-tight prompt,
temperature 0. ~1-3s on local qwen2.5.
- Per-process cache — paraphrase + rejudge passes reuse the same
query 4× per run; cache prevents 4× LLM cost.
- Off-by-default — opt-in via -llm-role-extract flag (CLI) and
LLM_ROLE_EXTRACT=1 env var (harness wrapper). real_003b shipping
config unchanged unless explicitly enabled.
8 new tests in scripts/playbook_lift/main_test.go:
- TestRoleExtractor_RegexFirst: LLM not called when regex matches
- TestRoleExtractor_LLMFallback: shorthand goes to LLM
- TestRoleExtractor_LLMOffLeavesEmpty: opt-in default preserved
- TestRoleExtractor_Cache: 3 calls = 1 LLM hit
- TestRoleExtractor_NilSafe: nil receiver runs regex only
- TestExtractRoleViaLLM_HTTPError + _BadJSON: failure paths
- TestRoleExtractor_ClosesCrossRoleShorthandBleed: synthetic
witness for the real_003 scenario — both record + query are
shorthand, regex returns "" for both, LLM produces DIFFERENT
role tokens for CNC vs Forklift, so matrix gate's cross-role
rejection (locked separately in
TestInjectPlaybookMisses_RoleGateRejectsCrossRole) fires
correctly. This is the load-bearing verification.
Reality test real_004 ran the same 40-query stress as real_003 with
LLM extraction on. Cross-style same-role boosts fired correctly
across all 4 styles for Loaders + Packers + Shipping Clerk clusters
(including shorthand → other-style transfer). No cross-role bleed
observed. The reality test alone can't be a clean "with vs without"
comparison (HNSW build is non-deterministic across runs, and
real_004 stochastics didn't trigger a shorthand recording at all),
which is why the unit-test witness exists.
Production note (in real_004_findings.md): LLM extraction is for
reality-test coverage of arbitrary query shapes. Production should
extract role at INGEST time (when the inbox parser already runs an
LLM) and pass already-resolved role through requests — same shape
as multi_coord_stress's existing Demand{Role: ...} model. The hot
path should never need the harness extractor's per-query LLM cost.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Stress-tests the role gate with 40 queries (10 fill_events rows × 4
styles): need, client_first, looking, shorthand. Each row's role +
client + city stays the same; only the surface phrasing changes.
real_003 (original extractor) confirmed the shorthand-vs-shorthand
failure mode: CNC Operator shorthand recording leaked w-2404 onto
Forklift Operator shorthand query within the same Beacon Freight
Detroit cluster. Both record + query had empty role (extractor
returns "" for shorthand because there's no separator between role
and city), gate disabled, distance check passed, bleed fired.
Fix: extended extractRoleFromNeed to handle client_first
("{client} needs N {role} in...") and looking ("Looking for N
{role} at...") patterns. Shorthand left intentionally unmatched —
"Forklift Operator Detroit" is shape-indistinguishable from
"Forklift" + "Operator Detroit" without an LLM extractor or known-
cities lookup.
real_003b (extended extractor) verifies bleed closed across all 4
styles for this dataset. Forklift Operator queries keep w-2136 (the
cold-pass-correct match) regardless of which style the query came
in. Same-role boosts now fire correctly across styles — a CNC
Operator recording made in `looking` style boosts the CNC need-form
query.
scripts/cutover/gen_real_queries.go: added -styles flag with values
need|client_first|looking|shorthand|all (default need preserves
real_001/002 behavior). Tests/reality/real_coord_queries_v2.txt is
the 40-query stress file.
scripts/playbook_lift/main_test.go: 10 sub-tests lock the four
documented patterns + shorthand limitation + lift-suite-style
queries (no clean role, returns empty as expected).
Aggregate metrics:
- real_003 (original): disc=7, lift=7, boost=14, meanΔ=-0.108
- real_003b (extended): disc=11, lift=10, boost=31, meanΔ=-0.202
The growth reflects more LEGITIMATE same-role same-cluster transfer
firing across styles, not bleed (verified by per-cluster bleed
table — Forklift Operator queries unchanged across all 4 styles).
Known limitation documented in real_003_findings.md: same-cluster,
same-role queries in shorthand still embed close enough that a
shorthand recording could bleed onto a different-role shorthand
query if both record + query strip role. Closing this requires
LLM extraction or known-cities lookup at record + query time.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
real_001 surfaced same-client+city queries bleeding across roles:
Q#2 (Forklift Operator @ Beacon Freight Detroit) recorded e-6193
in the playbook corpus. Q#5 (Pickers same client+city) and Q#10
(CNC Operator same client+city) embedded within 0.13-0.18 cosine of
Q#2's query — well inside the 0.20 inject threshold — so e-6193
injected on both, demoting the cold-pass-correct workers.
Root cause: the inject distance threshold isn't tight enough on
the same-client+city cluster. Cosine collapses queries that share
city + client + count-token + time-token regardless of role. The
existing judge gate is per-injection at record time and doesn't
fire at retrieve time.
Fix: structural role gate in front of both Shape A boost and
Shape B inject. PlaybookEntry gains Role; SearchRequest gains
QueryRole. When both are non-empty and differ under roleEqual's
case+plural normalization, the entry is rejected before BoostFactor
or judge-gate logic runs.
Backward-compat: empty role on either side disables the gate —
preserves behavior for the lift suite's free-form multi-constraint
queries that have no clean single role. Caller-supplied (not
inferred), so existing recordings unaffected.
Wire-through:
- internal/matrix/playbook.go: Role field, NewPlaybookEntryWithRole,
roleEqual helper with plural+case normalization
- internal/matrix/retrieve.go: QueryRole on SearchRequest, threaded
to both ApplyPlaybookBoost + InjectPlaybookMisses
- cmd/matrixd/main.go: role on POST /matrix/playbooks/record + bulk
- scripts/playbook_lift/main.go: extractRoleFromNeed regex pulls
role from "Need N {role}{s} in" queries (the fill_events shape);
free-form queries fall back to empty (gate disabled)
Tests (5 new):
- TestInjectPlaybookMisses_RoleGateRejectsCrossRole: exact Q#10
scenario (distance 0.135, recorded "Forklift Operator", query
"CNC Operator") — locks the bleed at unit level
- TestInjectPlaybookMisses_RoleGateAllowsSameRole: Forklift Operator
recording fires on Forklift Operators query (plural normalization)
- TestInjectPlaybookMisses_RoleGateBackwardCompat: empty Role on
either side = gate disabled, preserves current behavior
- TestApplyPlaybookBoost_RoleGateRejectsCrossRole: Shape A defense
in depth — boost doesn't fire on cross-role even when answer is
in cold top-K
- TestRoleEqual_PluralAndCase: case + -s + -es plural normalization
Verification (real_002, same query set as real_001):
- Q#5 Pickers @ Beacon Freight: e-6193 → e-8499 (no bleed)
- Q#10 CNC Operator @ Beacon Freight: e-6193 → w-2404 (no bleed)
- Discoveries + lifts unchanged at 2 each (same-role lift still fires)
- Mean Δdist tightens from -0.127 to -0.040 (boosts no longer
pulling distances through the floor on cross-role mismatches)
Findings: reports/reality-tests/real_002_findings.md.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The rank-based "lift" metric (warm-top-1 == cold-judge-best) doesn't
distinguish "Shape B surfaced a strictly-better answer" from "Shape B
shuffled ranks but quality is unchanged" from "Shape B replaced a good
answer with a wrong one." This commit adds Pass 4: judge warm top-1
with the same prompt as cold ratings, then bucket the comparison.
Implementation:
- New --with-rejudge driver flag (default off).
- New WITH_REJUDGE harness env (default 1, on for prod runs).
- queryRun gains WarmTop1Metadata (cached during Pass 2 for the
rejudge call) + WarmTop1Rating *int (nil-distinguishable; nil = no
rejudge, 0..5 = rating).
- summary gains RejudgeAttempted, QualityLifted, QualityNeutral,
QualityRegressed (counts of warm-rating > / == / < cold-rating).
- Markdown headline gains a Quality block when rejudge ran.
- ~21 extra judge calls (~30s on qwen2.5).
Run #005 result (split inject threshold 0.20 + paraphrase + rejudge):
Quality lifted 5 / 21 (24%) — 3× +2 rating, 2× +1 rating
Quality neutral 13 / 21 (62%) — includes OOD queries holding 1
Quality regressed 3 / 21 (14%)
Net rating delta +3 across 21 queries (+0.14 average)
The 5 lifts were all rating-2 cold replaced with rating-3 or rating-4
warm — Shape B took mediocre matches and substituted substantively
better ones. The 3 regressions were small (-1, -1, -3).
Q11 is the cautionary tale: cold top-1 "production line worker"
(rating 4) got replaced by Q1's recorded "forklift OSHA-30 operator"
e-5729 (rating 1). Adjacent-domain cross-pollination — production
worker and forklift operator embed within 0.20 cosine because both
are warehouse-adjacent staffing queries, even though the judge
correctly distinguishes them. The split-threshold defense (0.5 boost
/ 0.20 inject) catches OOD cross-pollination (Q19/Q20/Q21 all stayed
neutral at rating 1) but not adjacent-domain cross-pollination.
Net product verdict: working, net-positive on quality, but the worst
case (Q11 4→1) is customer-visible and warrants a tighter inject
threshold OR an additional gate beyond cosine distance. Filed in
STATE_OF_PLAY OPEN as a follow-up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The v0 boost-only stance documented in internal/matrix/playbook.go:22-27
("the boost only re-ranks results that ALREADY surfaced from the regular
retrieval") couldn't promote recorded answers that dropped out of a
paraphrase's top-K. playbook_lift_002 surfaced exactly that gap: 0/2
paraphrase recoveries because the recorded answers weren't in regular
retrieval at all (rank=-1).
Shape B: when warm-pass retrieval doesn't surface a playbook hit's
answer, inject a synthetic Result for it directly. Distance =
playbook_hit_distance × BoostFactor — same formula as the boost path so
injections land in comparable distance space. Caller re-sorts +
truncates after both boost and inject have run.
Result on playbook_lift_003 (Shape B + paraphrase pass):
Verbatim discovery 6
Verbatim lift 2 / 6
**Paraphrase top-1** **6 / 6**
Paraphrase any-rank in K 6 / 6
Mean Δ top-1 distance -0.1637 (warm closer than cold)
Every paraphrase the judge generated landed the v1-recorded answer at
top-1 of the new query's results. The learning property holds — cosine
on embed(paraphrase) finds the recorded query's vector within
DefaultPlaybookMaxDistance (0.5), and Shape B injects the answer.
Verbatim lift dropped from v1's 7/8 because Shape B cross-pollinates
recorded answers across queries. w-4435 (Q2's recording) appears as
warm top-1 for several other queries because their embeddings are
within the playbook hit threshold of "OSHA-30 forklift Wisconsin." This
is a feature, not a bug — the matrix layer's purpose is to share
knowledge across queries — but the lift metric only counts "warm top-1
== cold judge best," so cross-pollinated lifts don't register. A v3
metric would re-judge warm pass to measure true judge improvement.
Tests:
- TestInjectPlaybookMisses_AddsMissingAnswers — primary claim
- TestInjectPlaybookMisses_SkipsAnswersAlreadyPresent — no double-inject
- TestInjectPlaybookMisses_DedupesPerAnswer — multi-hit same answer
- TestInjectPlaybookMisses_EmptyHits — fast-path no-op
Driver fix: ParaphraseRecordedRank int → *int. The `omitempty` int
silently dropped rank=0 (top-1, the WANTED value) from JSON, making the
v003 report show "null" instead of "0" for every successful recovery.
Pointer keeps nil/rank-0 distinguishable.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds an opt-in Pass 3 to the lift driver: for each query whose Pass 1
recorded a playbook, ask the judge to rephrase the query, then re-query
with playbook=true and check whether the recorded answer surfaces in
top-K. This is the test the v1 report's caveat #3 explicitly flagged
as the actual learning-property gate (not the cheap verbatim case).
Implementation:
- New flag --with-paraphrase on the driver (default off).
- New WITH_PARAPHRASE env in the harness (default 1, on for prod runs).
- New paraphrase_* fields on queryRun + summary, // 0 fallback in jq so
re-rendering verbatim-only evidence stays clean.
- generateParaphrase() calls the same judge model with format=json and
a tight schema; temperature=0.5 for variance without domain drift.
- Markdown report adds a paraphrase per-query table (only when the
pass ran) and an honesty caveat about judge-also-rephrases coupling.
Run #002 result (reports/reality-tests/playbook_lift_002.{json,md}):
Verbatim lift 2/2 (100% — Q7 + Q13, both stable from v1)
Paraphrase top-1 0/2
Paraphrase any-rank in K 0/2
Both paraphrases dropped the recorded answer OUT of top-K entirely
(rank=-1). This isn't a paraphrase-quality problem — qwen2.5's outputs
preserved intent ("Hazmat-certified warehouse worker comfortable with
cold storage" → "Warehouse worker with Hazmat certification and
experience in cold storage"). It's the v0 boost-only stance documented
in internal/matrix/playbook.go:22-27: the boost only re-ranks results
that ALREADY surfaced from regular retrieval. If paraphrase's cosine
retrieval doesn't include the recorded answer in top-K, no boost can
promote it.
The "Shape B" upgrade mentioned in the playbook.go comment — inject
playbook hits directly even when they weren't in the top-K — is what
would close this gap. The reality test surfaced exactly the gap the
docs warned about. Worth filing as the next product gate.
Run-to-run variance also visible: v1 had 8 discoveries, v2 had 2.
HNSW insertion order + judge variance both contribute. Stability of
Q7 and Q13 across both runs (lifted in v1 AND v2) is the most reliable
signal in the dataset.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 5-loop substrate's load-bearing gate is verified — playbook +
matrix indexer give the results we're looking for. Per the report's
rubric, lift ≥ 50% of discoveries means matrix is doing real work;
7/8 = 87.5% blew through that.
Harness was structurally hiding bugs behind a 5-daemon stripped boot.
Expanding to the full 10-daemon prod stack surfaced 7 fixes in cascade:
1. driver→matrixd: {"query": ...} → {"query_text": ...} field name
2. harness temp toml missing [s3] → wrong default bucket → catalogd
rehydrate 500 on first call
3. harness→queryd SQL probe: {"q": ...} → {"sql": ...} field name
4. expand boot from 5 → 10 daemons in dep-ordered launch
5. add SQL surface probe (3-row CSV ingest → COUNT(*)=3 assertion)
6. candidates corpus was synthetic SWE-tech (Swift/iOS, Scala/Spark) —
wrong domain for staffing queries; replaced with ethereal_workers
(10K rows, real staffing schema, "e-" id prefix to avoid collision
with workers' "w-"). staffing_workers driver gains -index-name +
-id-prefix flags so the same binary serves both corpora
7. local_judge qwen3.5:latest is a vision-SSM 256K-ctx build running
~30s per judge call against the lift loop; reverted to
qwen2.5:latest (~1s/call, 30× faster, held lift theory)
Each contract drift (1, 3) is now locked into a cmd/<bin>/main_test.go
so future drift fires in `go test`, not in a reality run. R-005 closed:
- cmd/matrixd/main_test.go (new) — playbook record drift detector +
score bounds + 6 routes mounted
- cmd/queryd/main_test.go — wrong-field-name drift detector
- cmd/pathwayd/main_test.go (new) — 9 routes + add round-trip + retire
- cmd/observerd/main_test.go (new) — 4 routes + invalid-op + unknown-mode
`go test ./cmd/{matrixd,queryd,pathwayd,observerd}` all green.
Reality test results (reports/reality-tests/playbook_lift_001.{json,md}):
Queries 21 (staffing-domain, 7 categories)
Discoveries 8 (judge ≠ cosine top-1)
Lifts 7/8 (87.5%)
Boosts triggered 9
Mean Δ distance -0.053 (warm closer than cold)
OOD honesty dental/RN/SWE rated 1, no fake matches
Cross-corpus boosts confirmed (e- ↔ w- swaps in lifts)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
migrate the reality-test harness's judge-model default from a
hardcoded "qwen3.5:latest" string to cfg.Models.LocalJudge.
resolution priority: explicit -judge flag > $JUDGE_MODEL env >
cfg.Models.LocalJudge from lakehouse.toml > hardcoded fallback.
bumping the judge for run #N+1 now means editing one line in
lakehouse.toml [models].local_judge — no Go file or shell script
edits required.
changes:
- scripts/playbook_lift/main.go: -config flag added, judge default
flips to "" so resolution chain runs. Imports internal/shared for
config loader.
- scripts/playbook_lift.sh: JUDGE_MODEL no longer defaulted in bash;
EFFECTIVE_JUDGE resolved by mirror-of-the-Go-chain (env > config
grep > qwen3.5:latest fallback). Used for the Ollama presence
check + report header. Pre-flight grep avoids requiring jq just
to read the toml.
- reports/reality-tests/README.md: documents the 4-step priority
chain.
verified all 4 paths produce the expected judge:
- config (no env): qwen3.5:latest (from lakehouse.toml)
- env override: env wins
- flag override: flag wins over env
- missing config: DefaultConfig fallback still gives qwen3.5:latest
just verify PASS.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
First reality test driver. Two-pass design:
- Pass 1 (cold): matrix.search use_playbook=false → small-model judge
rates top-K → record playbook entry pointing at the highest-rated
result (which may NOT be top-1 by distance — that's the discovery).
- Pass 2 (warm): same queries with use_playbook=true → measure
ranking shift. Lift = real if recorded answer becomes top-1.
Files:
- scripts/playbook_lift/main.go driver (391 LoC)
- scripts/playbook_lift.sh stack-bring-up + report gen
- tests/reality/playbook_lift_queries.txt query corpus (5 placeholders;
J writes real 20+)
- reports/reality-tests/README.md framework + interpretation
- .gitignore track reports/reality-tests/
but ignore per-run JSON evidence
This answers the gate from project_small_model_pipeline_vision.md:
"the playbook + matrix indexer must give the results we're looking
for." Without ground-truth labels, the LLM judge is the proxy — the
same small-model thesis applied to evaluation. Honest about that
limitation in the generated reports.
Driver compiles clean; full run requires Ollama + workers/candidates
ingest. Skips cleanly if Ollama absent.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
root