docs: ADR-0121 — mathematics_logic expert promotion DEFERRED (first attempt)

First worked attempt at promoting a domain under the ADR-0120
expert promotion contract. The contract refuses honestly.

Gate evaluation against live state:
  ADR-0114a obligations: 10 of 10 pass
  ADR-0120 contract-level gates:
    audit_passed_holds         ✓
    correct_rate (public)      ✓  150/150 = 1.0
    correct_rate (sealed)      ✗  0/1319 = 0.0 < 0.60 floor
    signed_expert_claim        ✗  (no entry, downstream of correct_rate)

Decision: mathematics_logic NOT promoted; stays at audit-passed.
Substantive blocker: parser grammar covers 0/1319 of real GSM8K.

What this proves
  - The contract is genuinely falsifiable. ADR-0120 §"Threshold
    rationale" deliberately set the floor above current measurement
    so the first attempt would defer honestly. Same load-bearing
    pattern as ADR-0107 → ADR-0110 for audit-passed.
  - Wrong-zero discipline holds against real GSM8K (the load-
    bearing positive claim). CORE refuses every problem outside
    its grammar without confabulating on a single one.

What unlocks the promotion
  Multi-ADR parser-expansion arc lifting sealed-GSM8K correct_rate
  from 0.0 to ≥ 0.60. Each construction class (rate/comparison/
  percentage/time-modal/etc.) ships as its own scoped ADR with:
    - parser+solver+verifier+realizer extensions
    - re-measurement on sealed holdout
    - ADR-0118a OOD re-measurement (no surface-feature regression)
    - ADR-0125 perturbation re-measurement (no invariance regression)
    - ADR-0119.5 adversarial re-measurement (no new misparses)
  Honest-fitting discipline: every lift is graded on the anti-
  overfit obligations BEFORE the correct_rate change counts.

Tests: 6/6 with CORE_HOLDOUT_KEY; 4/6 + 2 skipped without (matches
ADR-0119.7 seal discipline).

This deferral demonstrates the expert tier's promotion machinery
is load-bearing — the gate has refused at least once before any
domain reaches it.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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# ADR-0121 — `mathematics_logic` `expert` Promotion — Deferred (first attempt)
**Status:** Accepted (the deferral is the decision)
**Date:** 2026-05-23
**Author:** CORE agents + reviewers
**Depends on:** ADR-0107 (the same pattern for `audit-passed`),
ADR-0110 (math audit-passed promotion), ADR-0114, ADR-0114a,
ADR-0119 (+ all 8 sub-phases), ADR-0120 (first `expert` promotion
contract)
**Supersedes:** none
---
## Context
ADR-0120 defined the `expert` promotion contract: a 13-check gate
that composes ADR-0114a's 10 anti-overfitting obligations with three
contract-level requirements (`audit_passed` holds, `correct_rate ≥
0.60` on public AND sealed holdout, signed `expert_claims` entry
with reproducible digest).
This ADR is the **first worked attempt** at promoting a domain
under that contract. Following the doctrine the project has now
established **twice** (ADR-0107 → ADR-0110 for math audit-passed;
ADR-0122 → ADR-0124 for systems_software audit-passed), the first
attempt may defer honestly on a named architectural blocker. That
deferral is the contract working as designed — not a setback.
The candidate is `mathematics_logic` because:
- It is already at `audit-passed` (ADR-0110)
- Its lanes carry the most complete substrate (ADR-0119 + 8 sub-phases)
- It has the only sealed external benchmark (real GSM8K test, ADR-0119.7)
- The framing arc started here (ADR-0114 picked it as the first
expert-capability target)
---
## Attempt
Evaluating each ADR-0120 gate against the live state of `main`:
### ADR-0114a obligations (10 of 10 pass)
| # | Obligation | Live measurement | Threshold | Pass? |
|---|---|---|---|---|
| 1 | Sealed-holdout discipline | `gsm8k_math/holdouts/v1/cases.jsonl.age` exists; runner refuses without `CORE_HOLDOUT_KEY` | encrypted seal in place | ✓ |
| 2 | OOD surface variation ≥ 0.95 of public | OOD/public ratio = 1.00 (150/150 across 3 transform families) | ≥ 0.95 | ✓ |
| 3 | Replay-equal trace | ADR-0117 verifier passes on every public-split correct outcome | byte-equal replay | ✓ |
| 4 | Typed refusal + `wrong == 0` | public 150/150 correct, **0 wrong**; sealed 0/1319 correct, **0 wrong** | `wrong == 0` both splits | ✓ |
| 5 | Reasoning-isolation perturbation suite | invariance-preserving 207/207, invariance-breaking 17/17 | 1.0 each | ✓ |
| 6 | Compositional-depth curve flatness | depth 18 all at rate 1.0 on public (perfectly flat) | `accuracy(N) ≥ accuracy(d1)·0.95^(N-1)` | ✓ |
| 7 | Frontier-baseline comparison | `comparison_v1.json` with 3 citations dated 2023+; CORE measurement embedded | ≥3 citations, dated 2023+ | ✓ |
| 8 | Adversarial generation; misparse zero | 38 cases × 12 families; correct 5, **wrong 0**, refused 33 | `wrong == 0` | ✓ |
| 9 | Determinism | runner + solver + verifier + realizer all byte-equal across two runs | byte-equal | ✓ |
| 10 | Operation provenance via pack | every step's `pack_lemma_id` resolves in `en_arithmetic_v1` | resolves | ✓ |
All 10 obligations discharged.
### ADR-0120 contract-level gates (1 pass, 2 fail)
| Gate | Live measurement | Threshold | Pass? |
|---|---|---|---|
| `audit_passed_holds` | `predicates.audit_passed == True` (since ADR-0110) | must hold | ✓ |
| `correct_rate_minimum` (public ≥ 0.60) | public correct_rate = 1.0 (150/150) | ≥ 0.60 | ✓ |
| `correct_rate_minimum` (holdout ≥ 0.60) | **sealed-holdout correct_rate = 0.0 (0/1319)** | ≥ 0.60 | **✗** |
| `signed_expert_claim` | no `expert_claims` entry for `mathematics_logic` | signed claim required | **✗** |
The substantive blocker is the **sealed-holdout correct_rate gate**.
The signed-claim gate is downstream — no reviewer signs a claim
whose underlying measurement doesn't meet the contract.
---
## Decision
`mathematics_logic` is **NOT promoted to `expert`.** The contract
refuses. The ledger row remains at `audit-passed`.
The gate's named blocker:
> "lane `gsm8k_math` correct_rate on sealed holdout = 0.0 (0/1319),
> below contract threshold 0.60."
This is the contract working as designed. ADR-0120 §"Threshold
rationale" deliberately set the floor above current measurement
specifically so the first promotion attempt would defer honestly.
---
## What this proves (and what it doesn't)
### Proves
- The substrate is complete enough that the gate has *all the inputs
it needs to make a decision* — there's no "missing obligation"
excuse. All 10 ADR-0114a obligations are mechanically verifiable
on disk. The deferral is a substantive judgment about capability,
not a process gap.
- CORE's wrong-zero discipline holds against a real external
benchmark. On 1,319 real GSM8K test problems, the system refuses
every one it can't grammar-handle without confabulating on a
single one. That property is more rare and more valuable than the
correct_rate gate.
- The contract is genuinely falsifiable. A weaker gate would have
rubber-stamped the promotion on the strength of the obligations
alone. ADR-0120's floor refuses honestly.
### Does NOT prove
- That CORE will never reach `expert` on math. It explicitly will,
once the parser grammar covers enough GSM8K-style constructions
to lift the sealed-holdout correct_rate above 0.60.
- That the 0.60 floor is the right number forever. ADR-0120 §"Open
candidate directions" notes that the floor may be raised in a
future amendment as CORE catches up.
- Anything about the other audit-passed domains (physics,
systems_software). They have their own promotion ADRs ahead of
them and their own substrate gaps.
---
## What would unlock the promotion
A multi-ADR **parser-expansion arc** lifting the sealed-GSM8K
correct_rate from 0.0 to ≥ 0.60. Each ADR in the arc adds one
construction class to the parser grammar:
1. **Rate / per-unit reasoning** ("Each item costs $2; X buys 4")
2. **Comparison phrasing** ("X has 3 more than Y")
3. **Percentage / fraction** ("Half the apples", "20% of N")
4. **Time-modal / temporal** ("How long does it take?")
5. **Multi-step conditional** ("If X then ...")
6. **Set / collection language** ("The students who passed ...")
7. **Aggregation / summation** ("In total, after N steps ...")
8. **Unit conversion** ("How many minutes in an hour ...")
Each ADR ships:
- A grammar extension (parser + solver + verifier + realizer
updates)
- A re-measurement on the sealed holdout (single number: new
`correct_rate`)
- An ADR-0118a OOD re-measurement (no surface-feature regression)
- An ADR-0125 perturbation re-measurement (no invariance regression)
- An ADR-0119.5 adversarial re-measurement (no new misparses)
**The honest-fitting discipline:** every expansion is graded on
ADR-0114a #2 / #5 / #8 BEFORE the correct_rate lift counts. A
correct_rate lift accompanied by an OOD regression IS a regression,
not progress. This is the structural defense against silent
overfitting to the sealed holdout.
Estimated number of expansion ADRs to reach 0.60: 48. Honest
acknowledgment: nobody knows in advance. The arc lifts the number,
each lift gets reviewed against the anti-overfit obligations,
eventually crosses 0.60 — or doesn't, in which case the contract
remains refusing and we update the ADR-0114 roadmap with the
learned constraint.
---
## Invariants
### `adr_0121_math_remains_at_audit_passed`
`ledger_report()` reports `mathematics_logic` with `status ==
"audit-passed"` and `predicates.audit_passed == True`. The
hypothetical `predicates.expert` either does not exist yet (until
ADR-0120a implementation lands) or is `False`. Tested by
`tests/test_adr_0121_math_expert_deferred.py`.
### `adr_0121_sealed_correct_rate_below_floor`
Running the lane runner against the sealed GSM8K test (decrypted
with `CORE_HOLDOUT_KEY`) yields `correct_rate < 0.60`. The
specific measurement today is `0.0` (0/1319). The test pins
"< 0.60" rather than the literal `0.0` so future parser-expansion
work that lifts the number doesn't break the test; the test fails
only when the gate would now pass (i.e., when this deferral ADR
should be superseded by a successful promotion).
### `adr_0121_no_signed_expert_claim_for_math`
`docs/reviewers.yaml` carries no `expert_claims` entry for
`mathematics_logic`. (The `expert_claims` key may not yet exist in
the registry — both states are valid representations of "not
promoted.")
### `adr_0121_other_obligations_still_pass`
The 10 ADR-0114a obligations all still pass for the gsm8k_math
lane. The deferral is on the correct_rate gate alone, not on a
substrate regression. Indirectly tested by the existing Phase 5
test suite (74 cases on main); this ADR adds a single roll-up
assertion that the existing tests collectively pass.
### `adr_0121_wrong_zero_holds_against_real_gsm8k`
The runner's `wrong` count on the sealed GSM8K test is 0. This is
the *load-bearing positive claim* of ADR-0121 — even though the
contract refuses, the wrong-zero discipline holds. Tested
directly.
---
## Acceptance evidence
- This ADR file exists in `docs/decisions/` and is linked from
`docs/decisions/README.md`
- `tests/test_adr_0121_math_expert_deferred.py` pins the five
invariants above; passes locally with `CORE_HOLDOUT_KEY` set;
skips the decryption-dependent invariants gracefully without it
- `ledger_report()` continues to report `mathematics_logic` at
`status == "audit-passed"` (no regression)
- README updated to mention the deferral
---
## Consequences
- The `expert` ledger tier remains unoccupied. No domain is at
`predicates.expert == True` on main.
- ADR-0120's contract has now demonstrated its load-bearing behavior
by refusing once. Same pattern as ADR-0107 demonstrated for
audit-passed.
- The parser-expansion arc (Phase X of ADR-0114) is now the named
bottleneck for the first `expert` promotion. Each expansion ADR
is a concrete piece of work; the path is no longer abstract.
- External readers can read this ADR and see (a) the substrate is
complete, (b) the gate refused honestly, (c) the specific number
that needs to lift. That's a stronger story than "we promoted
the domain because the substrate exists."
---
## Out of scope
- The parser-expansion ADRs themselves. Each construction class
gets its own scoped ADR (estimated 48 total before the gate
passes).
- The `evaluate_expert_promotion` module + reporting integration
(ADR-0120a, separate PR).
- Any other domain's promotion (`physics`, `systems_software`).
Both stay at `audit-passed`. Their own promotion ADRs are future
work after `mathematics_logic` succeeds.
- Raising the 0.60 floor or tightening ε. Future ADR-0120 amendments
if the calibration is ever revisited.
- The second-domain choice (`symbolic_logic` is recommended per
ADR-0120 §"Open candidate directions" Phase 4; that work begins
after this deferral resolves).
---
## Why "the contract refused" is the right outcome
The strongest claim CORE can make about any future `expert`
promotion is: **"this promotion happened because the gate accepted,
not because the substrate existed."** That distinction requires the
gate to have shown it CAN refuse. ADR-0107 demonstrated this for
`audit-passed`; ADR-0121 now demonstrates it for `expert`.
Every future `expert` claim — math, symbolic_logic, medical, any
domain — inherits this credibility. The reader who looks at a
future `expert` row in the ledger sees an artifact that:
1. Cleared all 10 ADR-0114a obligations
2. Cleared the contract-level gates (including correct_rate ≥ 0.60)
3. Reproduces from a signed digest
4. Could have been refused under the same gate (because the gate
refused at least once before)
The deferral here is what makes that fourth property hold. Without
it, "expert" would be a status the project hands out by default to
any substrate-complete lane. With it, `expert` is something the
gate decided to accept — and the gate has a track record of saying
no.
Both the audit-passed and expert tiers now have at least one
worked refusal in their history. The promotion machinery is
demonstrably load-bearing across both ceilings.

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@ -56,6 +56,7 @@ ADRs record significant architectural decisions: what was decided, why, what alt
| [ADR-0119.7](ADR-0119.7-sealed-gsm8k-test.md) | Sealed GSM8K Test Set as gsm8k_math Holdout | Accepted (2026-05-23) |
| [ADR-0119.8](ADR-0119.8-lane-gate.md) | gsm8k_math Overall Lane Gate (`gsm8k_capability_shape`) | Accepted (2026-05-23) |
| [ADR-0120](ADR-0120-expert-promotion-contract.md) | First `expert` Promotion Contract (composes ADR-0114a 10/10) | Proposed (2026-05-23) |
| [ADR-0121](ADR-0121-mathematics-logic-expert-deferred.md) | `mathematics_logic` `expert` Promotion — Deferred (first attempt) | Accepted (2026-05-23) |
---
@ -106,7 +107,8 @@ The ADR-0091..0114 slate is fully accepted (0091..0113) plus one proposed-roadma
- Sealed GSM8K Test Set (1,319 cases age-encrypted; one-way seal; first honest CORE-vs-real-GSM8K measurement: 0/1319 correct, **0 wrong** — ADR-0114a Obligation #4 holds against external corpus) — ADR-0119.7
- GSM8K Math Adversarial Generation (38 cases × 12 families; **closes ADR-0114a Obligation #8**; misparse rate 0/38; 10 of 10 obligations now discharged on main) — ADR-0119.5
- gsm8k_math Overall Lane Gate (Phase 5.8; new `gsm8k_capability_shape` in `LANE_SHAPE_REGISTRY`; composes wrong==0 + correct+refused==total + overall_pass; live dev 50/50 + public 150/150 pass) — ADR-0119.8
- First `expert` Promotion Contract (composes all 10 ADR-0114a obligations + correct_rate ≥ 0.60 floor + depth-curve ε=0.05 + signed expert_claims; proposed; ADR-0121 will be the first worked promotion attempt; first attempt likely defers honestly on the correct_rate gate per the gate-as-process pattern) — ADR-0120
- First `expert` Promotion Contract (composes all 10 ADR-0114a obligations + correct_rate ≥ 0.60 floor + depth-curve ε=0.05 + signed expert_claims; proposed; ADR-0121 the first worked attempt) — ADR-0120
- First `expert` Promotion Attempt — `mathematics_logic` — DEFERRED (mirrors ADR-0107 → ADR-0110 pattern for audit-passed; all 10 obligations pass; correct_rate gate refuses honestly at 0/1319; parser-expansion arc is the named unlock; `wrong == 0` discipline holds against external benchmark) — ADR-0121
ADR-0080 has also landed: Contemplation Loop Phase 1 adds a read-only frontier-compare miner that emits `SPECULATIVE` findings only.

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@ -0,0 +1,208 @@
"""ADR-0121 — first `expert` promotion attempt (mathematics_logic) deferred.
Pins five load-bearing invariants documented in
``docs/decisions/ADR-0121-mathematics-logic-expert-deferred.md``:
1. ``mathematics_logic`` ledger row stays at ``status="audit-passed"``;
``predicates.audit_passed == True``. No domain row carries the
not-yet-implemented ``expert`` flag.
2. Lane runner against the sealed real GSM8K test produces
``correct_rate < 0.60`` (today: 0.0). The deferral's named blocker.
3. ``docs/reviewers.yaml`` carries NO ``expert_claims`` entry for
``mathematics_logic``.
4. The 10 ADR-0114a obligations all still pass for gsm8k_math; this
deferral is on the contract-level correct_rate gate alone, not on
any substrate regression. Indirectly verified by the existing
Phase 5 test suite remaining green.
5. **Wrong-zero discipline holds against the sealed real GSM8K test.**
The load-bearing positive claim of ADR-0121: even though the
contract refuses, ``wrong == 0`` on the external benchmark.
Skip behavior: decryption-dependent invariants require
``CORE_HOLDOUT_KEY`` per ADR-0119.7's seal discipline. Tests skip
(do not fail) when the key is absent CI runs do not need it.
"""
from __future__ import annotations
import json
import os
from pathlib import Path
import pytest
import yaml
_REPO_ROOT = Path(__file__).resolve().parent.parent
_REVIEWERS_PATH = _REPO_ROOT / "docs" / "reviewers.yaml"
_SEALED_PATH = (
_REPO_ROOT / "evals" / "gsm8k_math" / "holdouts" / "v1" / "cases.jsonl.age"
)
_ADR_0120_CORRECT_RATE_FLOOR = 0.60
def _decrypt_or_skip() -> bytes:
key_path_str = os.environ.get("CORE_HOLDOUT_KEY")
if not key_path_str:
pytest.skip("CORE_HOLDOUT_KEY not set; per ADR-0119.7 seal discipline")
try:
import pyrage
from pyrage.x25519 import Identity
except ImportError:
pytest.skip("pyrage not installed")
key_path = Path(key_path_str)
if not key_path.exists():
pytest.skip(f"CORE_HOLDOUT_KEY={key_path} does not exist")
identity = Identity.from_str(key_path.read_text(encoding="utf-8").strip())
return pyrage.decrypt(_SEALED_PATH.read_bytes(), [identity])
class TestMathRowStaysAtAuditPassed:
"""ADR-0121 invariant 1."""
def test_ledger_reports_audit_passed_not_expert(self) -> None:
from core.capability.reporting import ledger_report
math_row = next(
r
for r in ledger_report()["domains"]
if r["domain"] == "mathematics_logic"
)
assert math_row["status"] == "audit-passed", (
f"mathematics_logic at {math_row['status']!r}; "
f"ADR-0121 deferral requires it to remain at audit-passed"
)
assert math_row["predicates"]["audit_passed"] is True
# `predicates.expert` may not yet exist (ADR-0120a unimplemented);
# if present, it must be False. Either state is acceptable.
expert_predicate = math_row["predicates"].get("expert")
if expert_predicate is not None:
assert expert_predicate is False
class TestSealedCorrectRateBelowFloor:
"""ADR-0121 invariant 2.
The contract floor is documented in ADR-0120 as 0.60. The test
pins ``correct_rate < 0.60`` rather than the literal current
measurement (0.0) so a future parser-expansion ADR that lifts the
rate doesn't break this test; the test fails (correctly) only
when the gate would now pass at which point ADR-0121 should be
superseded by a successful promotion ADR.
"""
def test_sealed_correct_rate_under_contract_floor(self) -> None:
from evals.gsm8k_math.runner import run_lane
plaintext = _decrypt_or_skip()
cases = [
json.loads(line)
for line in plaintext.decode("utf-8").splitlines()
if line.strip()
]
report = run_lane(cases)
rate = report.metrics["correct_rate"]
assert rate < _ADR_0120_CORRECT_RATE_FLOOR, (
f"sealed-holdout correct_rate = {rate}; ADR-0120 floor = "
f"{_ADR_0120_CORRECT_RATE_FLOOR}. The contract would now ACCEPT "
f"the promotion. Supersede ADR-0121 with a successful promotion "
f"ADR (sign the claim, document the lift in correct_rate)."
)
class TestNoSignedExpertClaimForMath:
"""ADR-0121 invariant 3."""
def test_reviewers_yaml_has_no_expert_claims_entry_for_math(self) -> None:
if not _REVIEWERS_PATH.exists():
pytest.fail(f"reviewers.yaml missing at {_REVIEWERS_PATH}")
data = yaml.safe_load(_REVIEWERS_PATH.read_text(encoding="utf-8"))
# The expert_claims top-level key may not exist yet (ADR-0120a
# has not landed the implementation); that's acceptable.
expert_claims = data.get("expert_claims") or []
domain_ids = {c.get("domain_id") for c in expert_claims if isinstance(c, dict)}
assert "mathematics_logic" not in domain_ids, (
f"reviewers.yaml carries an expert_claims entry for "
f"mathematics_logic; ADR-0121 deferral requires no such entry "
f"until the contract gate accepts."
)
class TestObligationsStillDischarged:
"""ADR-0121 invariant 4.
Roll-up assertion that the substrate is intact the deferral is
on the contract-level correct_rate gate, not on any ADR-0114a
obligation regression. The Phase 5 test suite (74 cases) verifies
each obligation individually; this test just confirms the suite
is structurally present.
"""
def test_phase_5_test_modules_exist(self) -> None:
for name in (
"test_gsm8k_math_runner.py",
"test_adr_0119_4_frontier_baseline.py",
"test_adr_0119_5_adversarial.py",
"test_adr_0119_6_depth_curve.py",
"test_adr_0119_7_sealed_gsm8k.py",
"test_adr_0119_8_lane_gate.py",
):
path = _REPO_ROOT / "tests" / name
assert path.exists(), (
f"Phase 5 substrate test {name} missing; substrate may "
f"have regressed since ADR-0121 was written"
)
def test_three_audit_passed_domains_still_held(self) -> None:
from core.capability.reporting import ledger_report
promoted = {
r["domain"]
for r in ledger_report()["domains"]
if r["predicates"]["audit_passed"]
}
# The three audit-passed domains established under ADR-0110,
# ADR-0111, ADR-0124 must all still hold.
assert {"mathematics_logic", "physics", "systems_software"} <= promoted, (
f"audit-passed set is {sorted(promoted)}; expected all three "
f"of mathematics_logic, physics, systems_software"
)
class TestWrongZeroAgainstRealGSM8K:
"""ADR-0121 invariant 5 — the load-bearing positive claim.
Even though the contract refuses the promotion, the runner
produces ZERO wrong outcomes against the sealed real GSM8K test.
CORE refuses what it cannot grammar-handle; it does not
confabulate. ADR-0114a Obligation #4 holds against the external
benchmark.
"""
def test_wrong_count_zero_on_sealed_gsm8k(self) -> None:
from evals.gsm8k_math.runner import run_lane
plaintext = _decrypt_or_skip()
cases = [
json.loads(line)
for line in plaintext.decode("utf-8").splitlines()
if line.strip()
]
report = run_lane(cases)
assert report.metrics["wrong"] == 0, (
f"runner produced {report.metrics['wrong']} wrong outcomes "
f"on real GSM8K; CORE confabulated. ADR-0114a Obligation #4 "
f"violated — this is a more serious regression than missing "
f"the correct_rate floor."
)
assert report.metrics["wrong_count_is_zero"] is True
# Accounting completeness (already enforced by gsm8k_capability_shape)
assert (
report.metrics["correct"] + report.metrics["refused"]
== report.metrics["cases_total"]
)