feat: ADR-0119.8 — gsm8k_math overall lane gate (gsm8k_capability_shape)
Phase 5.8 of ADR-0119. Composes the per-sub-phase substrate (5.1..5.6) into a single per-split lane verdict the eventual ADR-0120 expert promotion contract can consume. LANE_SHAPE_REGISTRY adds: "gsm8k_math": "gsm8k_capability_shape" _check_gsm8k_capability_shape refuses on any of: - missing cases_total / correct / wrong / refused fields - cases_total <= 0 - wrong != 0 (ADR-0114a Obligation #4) - correct + refused != cases_total (accounting incomplete) - overall_pass present and false Accepts otherwise. Edge: all-refused passes the shape gate (runner self-consistency). Capability bar (min correct-rate, depth-curve ε) lives in ADR-0120. Live measurement on main: dev 50/50 correct, 0 wrong, 0 refused → gate ✓ public 150/150 correct, 0 wrong, 0 refused → gate ✓ 21 invariant tests pin: registry mapping, shape checker presence, live runner passes, nonzero wrong refuses, incomplete accounting refuses, missing field refuses, clean metrics pass, all-refused edge passes, all Phase 5.1..5.6 substrate artifacts exist on disk. Phase 5 status: 5.1..5.6 + 5.8 ✓. Only 5.7 (sealed real GSM8K test) remains before ADR-0120 (first expert promotion contract) becomes feasible. ADR-0114a roll-up unchanged: 10/10 obligations discharged on main (modulo Phase 5.7's lane-specific GSM8K test sealing). Tests: 21 new + 80 prior across Phase 5 + adjacent suites = 101 green; 67/67 smoke. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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@ -63,6 +63,10 @@ LANE_SHAPE_REGISTRY: dict[str, str] = {
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"koine_greek_fluency": "accuracy_shape",
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"inference_closure": "inference_shape",
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"fabrication_control": "refusal_shape",
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# ADR-0119.8 — gsm8k_math capability lane. Distinct shape because
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# the gate composes ``wrong == 0`` (Obligation #4) with
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# ``correct + refused == total`` and ``overall_pass == True``.
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"gsm8k_math": "gsm8k_capability_shape",
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}
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@ -160,11 +164,60 @@ def _check_refusal_shape(lane_id: str, metrics: Mapping[str, Any]) -> tuple[bool
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return True, ""
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def _check_gsm8k_capability_shape(
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lane_id: str, metrics: Mapping[str, Any]
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) -> tuple[bool, str]:
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"""ADR-0119.8 — overall gsm8k_math lane gate.
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The lane runner (ADR-0119.3) emits a per-split metrics block with:
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- ``cases_total`` (int)
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- ``correct`` (int)
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- ``wrong`` (int) — must be 0 per ADR-0114a Obligation #4
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- ``refused`` (int)
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- ``wrong_count_is_zero`` (bool)
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- ``overall_pass`` (bool) — ``wrong == 0 AND correct + refused == total``
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The checker validates all three load-bearing constraints. A missing
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field, a nonzero wrong count, or an arithmetic discrepancy refuses
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the lane.
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"""
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for required in ("cases_total", "correct", "wrong", "refused"):
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if required not in metrics:
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return False, (
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f"lane {lane_id!r} missing required metric {required!r}"
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)
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total = int(metrics["cases_total"] or 0)
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correct = int(metrics["correct"] or 0)
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wrong = int(metrics["wrong"] or 0)
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refused = int(metrics["refused"] or 0)
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if total <= 0:
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return False, f"lane {lane_id!r} cases_total={total} (must be > 0)"
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if wrong != 0:
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return False, (
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f"lane {lane_id!r} wrong={wrong} (must be 0 — ADR-0114a Obligation #4)"
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)
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if correct + refused != total:
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return False, (
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f"lane {lane_id!r} correct({correct}) + refused({refused}) "
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f"!= cases_total({total}); outcome accounting incomplete"
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)
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overall_pass = metrics.get("overall_pass")
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if overall_pass is not None and not bool(overall_pass):
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return False, (
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f"lane {lane_id!r} overall_pass is False despite "
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f"wrong=0 and accounting balanced"
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)
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return True, ""
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SHAPE_CHECKERS: dict[str, Any] = {
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"cognition_shape": _check_cognition_shape,
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"accuracy_shape": _check_accuracy_shape,
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"inference_shape": _check_inference_shape,
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"refusal_shape": _check_refusal_shape,
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"gsm8k_capability_shape": _check_gsm8k_capability_shape,
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}
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183
docs/decisions/ADR-0119.8-lane-gate.md
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183
docs/decisions/ADR-0119.8-lane-gate.md
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@ -0,0 +1,183 @@
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# ADR-0119.8 — gsm8k_math Overall Lane Gate (`gsm8k_capability_shape`)
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**Status:** Accepted
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**Date:** 2026-05-23
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**Author:** CORE agents + reviewers
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**Depends on:** ADR-0109 (lane-shape registry), ADR-0114a, ADR-0119, ADR-0119.1, ADR-0119.2, ADR-0119.3, ADR-0119.4, ADR-0119.5, ADR-0119.6
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---
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## Context
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Phase 5.8 of [ADR-0119](ADR-0119-gsm8k-eval-lane-roadmap.md). Composes
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the per-sub-phase work (5.1..5.6) into a single per-split lane verdict
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the eventual ADR-0120 `expert` promotion contract can consume.
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Per the ADR-0119 §5.8 brief:
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> "A new lane shape `gsm8k_capability_shape` is registered in
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> `LANE_SHAPE_REGISTRY` with the above thresholds. ADR-0119.8 ships
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> the shape; ADR-0120 invokes it."
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The shape's load-bearing constraints (per ADR-0114a Obligation #4):
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- **`wrong == 0`** — the misparse-discipline gate
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- **`correct + refused == cases_total`** — accounting completeness
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- **`cases_total > 0`** — non-empty input
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- **`overall_pass == True`** (when present) — runner self-consistency
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Substrate prerequisites (5.1..5.6 artifacts) are checked by the
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companion test module, not by the shape checker itself — that keeps
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shape checkers narrowly metrics-focused (consistent with ADR-0109's
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existing checker pattern).
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---
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## Decision
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### `LANE_SHAPE_REGISTRY` mapping
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```python
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LANE_SHAPE_REGISTRY["gsm8k_math"] = "gsm8k_capability_shape"
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```
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Distinct from the existing four shapes because the metrics keys
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differ (`cases_total` / `correct` / `wrong` / `refused` /
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`overall_pass`) and the composition rule
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(`correct + refused == total AND wrong == 0`) is unique to this
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lane's runner contract.
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### `_check_gsm8k_capability_shape` checker
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Refuses on any of:
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| Condition | Reason |
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|---|---|
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| Any of `cases_total` / `correct` / `wrong` / `refused` missing | "missing required metric X" |
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| `cases_total <= 0` | "cases_total=N (must be > 0)" |
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| `wrong != 0` | "wrong=N (must be 0 — ADR-0114a Obligation #4)" |
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| `correct + refused != cases_total` | "outcome accounting incomplete" |
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| `overall_pass` present and false | "overall_pass is False despite wrong=0 and accounting balanced" |
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Accepts on everything else. Edge case: **all-refused (0 correct,
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0 wrong, N refused) PASSES the shape gate.** Whether that's acceptable
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for an `expert` promotion is ADR-0120's job (it sets the
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correct-rate-minimum); this layer just verifies the runner's
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contract is internally consistent.
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### Current measurement on main
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Running the gate against the on-main `evals/gsm8k_math/` corpus:
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| Split | cases_total | correct | wrong | refused | gate |
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|---|---|---|---|---|---|
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| dev | 50 | 50 | 0 | 0 | ✓ |
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| public | 150 | 150 | 0 | 0 | ✓ |
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---
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## ADR-0114a obligation roll-up after Phase 5.8
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All 10 obligations are now mechanically gated on `main`:
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| # | Obligation | Discharged by |
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|---|---|---|
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| 1 | Sealed-holdout discipline | ADR-0119.1 (fab_control); ADR-0119.7 for the GSM8K test set |
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| 2 | OOD surface variation | ADR-0118a |
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| 3 | Replay-equal trace | ADR-0117 |
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| 4 | Typed refusal + wrong==0 | ADR-0116 + ADR-0119.3 + **gate enforces here** |
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| 5 | Reasoning-isolation perturbation suite | ADR-0125 |
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| 6 | Compositional-depth curve | ADR-0119.6 (ε threshold to ADR-0120) |
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| 7 | Frontier-baseline comparison | ADR-0119.4 |
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| 8 | Adversarial generation; wrong==0 | ADR-0119.5 |
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| 9 | Determinism | solver + verifier + realizer + runner + shape checker |
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| 10 | Operation provenance via pack | ADR-0116 |
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The only piece left before ADR-0120 (first `expert` promotion
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contract) is **Phase 5.7** — sealing the real GSM8K test set into
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`evals/gsm8k_math/holdouts/v1/cases.jsonl.age`. That requires a
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human to (a) acquire the GSM8K test set and (b) encrypt it against
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the existing fab_control recipient key (or a fresh GSM8K-specific
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recipient). All other machinery is in place.
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---
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## Invariants
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### `adr_0119_8_registry_mapping`
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`LANE_SHAPE_REGISTRY["gsm8k_math"] == "gsm8k_capability_shape"`;
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`SHAPE_CHECKERS["gsm8k_capability_shape"]` is callable.
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### `adr_0119_8_live_runner_passes_gate`
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Running the on-main lane runner against the dev or public split
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produces metrics the shape checker accepts. Today: dev 50/50,
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public 150/150, both green.
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### `adr_0119_8_nonzero_wrong_refuses`
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A metrics block with `wrong > 0` refuses the gate with a reason
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naming ADR-0114a Obligation #4.
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### `adr_0119_8_incomplete_accounting_refuses`
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A metrics block where `correct + refused != cases_total` refuses
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with a typed "outcome accounting incomplete" reason.
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### `adr_0119_8_missing_field_refuses`
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Removing any of `cases_total` / `correct` / `wrong` / `refused`
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from the metrics refuses with a "missing required metric" reason
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naming the field.
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### `adr_0119_8_substrate_artifacts_present`
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Phase 5.1..5.6 artifacts exist on disk (sealed holdout for
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fab_control; corpus + verify.py; runner; frontier + comparison;
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adversarial generator + score; depth-curve harness). Phase 5.7
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placeholder is also present (empty cases.jsonl files reserved for
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the eventual real-GSM8K-test seal).
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---
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## Acceptance evidence
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- `core/capability/expert_demo.py` registers `gsm8k_math →
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gsm8k_capability_shape`; `SHAPE_CHECKERS` exports the checker
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- `tests/test_adr_0119_8_lane_gate.py` (21 cases) green; pins all
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six invariants
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- Live runner on dev + public both pass the gate
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- 101 tests green across Phase 5 + lane-shape-thresholds +
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expert-demo-contract + capability-reports
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- Smoke suite green (67/67)
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- ADR linked from `docs/decisions/README.md` index + frontier
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---
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## Consequences
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- The gsm8k_math lane is now first-class in the lane-shape registry.
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Adding it to a domain pack's `eval_lanes` manifest and signing an
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`audit_passed_claim` would route through the new gate cleanly.
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- ADR-0120 (first `expert` promotion contract) can now reference
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`gsm8k_capability_shape` as the lane shape it requires. The only
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remaining gap is the real-GSM8K-test seal (Phase 5.7) and the
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numeric ε threshold for the depth curve (ADR-0120's call).
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- The "all-refused" edge case (where the lane refuses every input)
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passes the shape gate intentionally. That makes the shape narrowly
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about *runner self-consistency*, not capability. ADR-0120 sets the
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capability bar.
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---
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## Out of scope
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- Sealing the real GSM8K test set (ADR-0119.7).
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- The numeric ε threshold for the depth curve (ADR-0120).
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- A minimum `correct_rate` for the lane to qualify as `expert`
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evidence — that's a capability claim, lives in ADR-0120.
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- Cross-split gates (e.g. holdout must score within Δ of public).
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Those are anti-overfitting properties already handled by
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Obligation #2 (OOD) and Obligation #6 (depth curve); the shape
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checker doesn't duplicate them.
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@ -53,6 +53,7 @@ ADRs record significant architectural decisions: what was decided, why, what alt
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| [ADR-0119.4](ADR-0119.4-frontier-baseline-comparison.md) | GSM8K Math: Frontier-Baseline Comparison (ADR-0114a §Obligation #7) | Accepted (2026-05-22) |
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| [ADR-0119.5](ADR-0119.5-adversarial-generation.md) | GSM8K Math Adversarial Generation (ADR-0114a Obligation #8) | Accepted (2026-05-23) |
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| [ADR-0119.6](ADR-0119.6-depth-curve-harness.md) | GSM8K Math Depth-Curve Measurement Harness | Accepted (2026-05-23) |
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| [ADR-0119.8](ADR-0119.8-lane-gate.md) | gsm8k_math Overall Lane Gate (`gsm8k_capability_shape`) | Accepted (2026-05-23) |
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---
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@ -101,6 +102,7 @@ The ADR-0091..0114 slate is fully accepted (0091..0113) plus one proposed-roadma
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- GSM8K Math: Frontier-Baseline Comparison (citations for Claude 3.5, GPT-4, Gemini 1.5; comparison_v1.json; discharges ADR-0114a §Obligation #7) — ADR-0119.4
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- GSM8K Math Depth-Curve Measurement Harness (discharges ADR-0114a Obligation #6 measurement-side) — ADR-0119.6
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- 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
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- 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
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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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218
tests/test_adr_0119_8_lane_gate.py
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218
tests/test_adr_0119_8_lane_gate.py
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@ -0,0 +1,218 @@
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"""ADR-0119.8 — gsm8k_math overall lane gate invariants.
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Pins six load-bearing invariants:
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1. **Registry mapping.** ``LANE_SHAPE_REGISTRY["gsm8k_math"] ==
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"gsm8k_capability_shape"``.
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2. **Shape checker registered.** ``SHAPE_CHECKERS`` contains the
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``gsm8k_capability_shape`` checker.
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3. **Live lane runner output passes the gate** on dev + public splits
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(today: 50/50 + 150/150 correct, 0 wrong, 0 refused).
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4. **Nonzero wrong refuses the gate.** ADR-0114a Obligation #4 enforced.
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5. **Outcome-accounting incompleteness refuses the gate.** If
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correct + refused != total, the gate refuses.
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6. **Substrate artifacts exist** for Phase 5.1..5.6 (sealed holdout,
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corpus + verify.py, runner, frontier baseline, adversarial
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generator, depth-curve harness). Phase 5.7 (sealed GSM8K test)
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is documented as pending but not gated here — that's its own
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future ADR's job to flip on.
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"""
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from __future__ import annotations
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import json
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from pathlib import Path
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import pytest
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from core.capability.expert_demo import (
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LANE_SHAPE_REGISTRY,
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SHAPE_CHECKERS,
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_check_gsm8k_capability_shape,
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resolve_lane_shape,
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)
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from evals.gsm8k_math.runner import run_lane
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_REPO_ROOT = Path(__file__).resolve().parent.parent
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def _load_jsonl(path: Path) -> list[dict]:
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return [json.loads(line) for line in path.read_text().splitlines() if line.strip()]
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class TestRegistryMapping:
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def test_gsm8k_math_maps_to_capability_shape(self) -> None:
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assert LANE_SHAPE_REGISTRY["gsm8k_math"] == "gsm8k_capability_shape"
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def test_resolve_lane_shape_returns_capability_shape(self) -> None:
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assert resolve_lane_shape("gsm8k_math") == "gsm8k_capability_shape"
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def test_shape_checkers_includes_capability_shape(self) -> None:
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assert "gsm8k_capability_shape" in SHAPE_CHECKERS
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class TestLiveLaneRunnerPassesGate:
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def test_dev_split_metrics_pass(self) -> None:
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cases = _load_jsonl(_REPO_ROOT / "evals/gsm8k_math/dev/cases.jsonl")
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report = run_lane(cases)
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ok, reason = _check_gsm8k_capability_shape("gsm8k_math", report.metrics)
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assert ok, f"dev split gate failed: {reason}"
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def test_public_split_metrics_pass(self) -> None:
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cases = _load_jsonl(_REPO_ROOT / "evals/gsm8k_math/public/v1/cases.jsonl")
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report = run_lane(cases)
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ok, reason = _check_gsm8k_capability_shape("gsm8k_math", report.metrics)
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assert ok, f"public split gate failed: {reason}"
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class TestGateRefusesNonzeroWrong:
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def test_wrong_one_refuses(self) -> None:
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metrics = {
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"cases_total": 10,
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"correct": 9,
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"wrong": 1,
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"refused": 0,
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}
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ok, reason = _check_gsm8k_capability_shape("gsm8k_math", metrics)
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assert ok is False
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assert "wrong=1" in reason
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assert "Obligation #4" in reason
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class TestGateRefusesIncompleteAccounting:
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def test_correct_plus_refused_not_total(self) -> None:
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metrics = {
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"cases_total": 10,
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"correct": 7,
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"wrong": 0,
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"refused": 2, # 7 + 2 = 9, not 10
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}
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ok, reason = _check_gsm8k_capability_shape("gsm8k_math", metrics)
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assert ok is False
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assert "outcome accounting incomplete" in reason
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class TestGateRefusesMissingFields:
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@pytest.mark.parametrize(
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"missing", ["cases_total", "correct", "wrong", "refused"]
|
||||
)
|
||||
def test_missing_field_refuses(self, missing: str) -> None:
|
||||
metrics = {
|
||||
"cases_total": 10,
|
||||
"correct": 10,
|
||||
"wrong": 0,
|
||||
"refused": 0,
|
||||
}
|
||||
del metrics[missing]
|
||||
ok, reason = _check_gsm8k_capability_shape("gsm8k_math", metrics)
|
||||
assert ok is False
|
||||
assert missing in reason
|
||||
|
||||
|
||||
class TestGateRefusesZeroTotal:
|
||||
def test_zero_total_refuses(self) -> None:
|
||||
metrics = {
|
||||
"cases_total": 0,
|
||||
"correct": 0,
|
||||
"wrong": 0,
|
||||
"refused": 0,
|
||||
}
|
||||
ok, reason = _check_gsm8k_capability_shape("gsm8k_math", metrics)
|
||||
assert ok is False
|
||||
assert "cases_total=0" in reason
|
||||
|
||||
|
||||
class TestGateAcceptsCleanMetrics:
|
||||
def test_clean_balanced_metrics_pass(self) -> None:
|
||||
metrics = {
|
||||
"cases_total": 100,
|
||||
"correct": 95,
|
||||
"wrong": 0,
|
||||
"refused": 5,
|
||||
"overall_pass": True,
|
||||
}
|
||||
ok, reason = _check_gsm8k_capability_shape("gsm8k_math", metrics)
|
||||
assert ok is True
|
||||
assert reason == ""
|
||||
|
||||
def test_all_refused_balanced_passes(self) -> None:
|
||||
"""Edge case: 0 correct, 0 wrong, all refused — still passes the
|
||||
shape gate. (This means CORE refused every case; whether that's
|
||||
acceptable for ``expert`` promotion is ADR-0120's job, not this
|
||||
layer's.)"""
|
||||
metrics = {
|
||||
"cases_total": 50,
|
||||
"correct": 0,
|
||||
"wrong": 0,
|
||||
"refused": 50,
|
||||
"overall_pass": True,
|
||||
}
|
||||
ok, reason = _check_gsm8k_capability_shape("gsm8k_math", metrics)
|
||||
assert ok is True
|
||||
|
||||
|
||||
class TestSubstrateArtifactsExist:
|
||||
"""Verify Phase 5.1..5.6 substrate is in place on disk."""
|
||||
|
||||
def test_phase_5_1_sealed_holdout_artifact(self) -> None:
|
||||
"""ADR-0119.1 — fabrication_control holdout is age-encrypted."""
|
||||
sealed = _REPO_ROOT / "evals/fabrication_control/holdouts/v1/cases.jsonl.age"
|
||||
assert sealed.exists() and sealed.is_file()
|
||||
# age header starts with "age-encryption.org/"
|
||||
assert sealed.read_bytes().startswith(b"age-encryption.org/")
|
||||
|
||||
def test_phase_5_2_corpus_and_verify(self) -> None:
|
||||
"""ADR-0119.2 — dev + public + verify.py."""
|
||||
dev = _REPO_ROOT / "evals/gsm8k_math/dev/cases.jsonl"
|
||||
public = _REPO_ROOT / "evals/gsm8k_math/public/v1/cases.jsonl"
|
||||
verify_py = _REPO_ROOT / "evals/gsm8k_math/verify.py"
|
||||
for p in (dev, public, verify_py):
|
||||
assert p.exists(), f"missing Phase 5.2 artifact: {p}"
|
||||
assert len(_load_jsonl(dev)) == 50
|
||||
assert len(_load_jsonl(public)) == 150
|
||||
|
||||
def test_phase_5_3_runner(self) -> None:
|
||||
runner_py = _REPO_ROOT / "evals/gsm8k_math/runner.py"
|
||||
assert runner_py.exists()
|
||||
|
||||
def test_phase_5_4_frontier_baseline(self) -> None:
|
||||
frontier = _REPO_ROOT / "evals/gsm8k_math/baselines/frontier.json"
|
||||
comparison = _REPO_ROOT / "evals/gsm8k_math/baselines/comparison_v1.json"
|
||||
assert frontier.exists()
|
||||
assert comparison.exists()
|
||||
|
||||
def test_phase_5_5_adversarial(self) -> None:
|
||||
gen = _REPO_ROOT / "evals/gsm8k_math/adversarial/generator.py"
|
||||
score = _REPO_ROOT / "evals/gsm8k_math/adversarial/score.py"
|
||||
assert gen.exists()
|
||||
assert score.exists()
|
||||
|
||||
def test_phase_5_6_depth_curve(self) -> None:
|
||||
harness = _REPO_ROOT / "evals/gsm8k_math/scoring/depth_curve.py"
|
||||
assert harness.exists()
|
||||
|
||||
|
||||
class TestPhase5_7PendingDocumented:
|
||||
"""Phase 5.7 (sealed GSM8K test) is the one remaining sub-phase.
|
||||
|
||||
This test pins that it's NOT yet a hard gate — that's the future
|
||||
ADR-0119.7's job. Here we just confirm the placeholder is in place
|
||||
and the gate doesn't already fire on a nonexistent sealed test.
|
||||
"""
|
||||
|
||||
def test_placeholder_present_or_documented(self) -> None:
|
||||
# The placeholder may be either an empty cases.jsonl or a missing
|
||||
# cases.jsonl.age file; both shapes are acceptable at this stage.
|
||||
sealed = _REPO_ROOT / "evals/gsm8k_math/holdouts/v1/cases.jsonl.age"
|
||||
plaintext = _REPO_ROOT / "evals/gsm8k_math/holdouts/v1/cases.jsonl"
|
||||
plaintext_fallback = _REPO_ROOT / "evals/gsm8k_math/holdouts/v1/cases_plaintext.jsonl"
|
||||
assert sealed.exists() or plaintext.exists() or plaintext_fallback.exists(), (
|
||||
"Phase 5.7 placeholder missing — expected at least one of "
|
||||
"cases.jsonl.age / cases.jsonl / cases_plaintext.jsonl"
|
||||
)
|
||||
Loading…
Reference in a new issue