Phase B round 2. Categorizing the post-#304 GSM8K train_sample's
still-refused 47 set surfaced three coherent sub-shapes in the previously
UNCATEGORIZED tail plus five ratified-but-narrowness-blocked temporal
cases; this PR ships the operator-authored exemplar seeds + Phase A
categorizer extension that prove the corridor scales beyond round 1.
Exemplar corpora (70 new exemplars across 4 files):
- discrete_count_statement_v1.jsonl (20)
- multiplicative_aggregation_v1.jsonl (20)
- currency_amount_v1.jsonl (20)
- temporal_aggregation_v2.jsonl (10, widening)
Each corpus carries ≥3 verbatim train-sample citations, ≥12 (≥5 for v2)
novel operator-authored statements, and ≥1–3 edge cases. Statements are
disjoint across all 7 round-1 + round-2 corpora; tests enforce.
Phase A categorizer (evals/refusal_taxonomy/shape_categories.py)
extends ShapeCategory with three new members and inserts their rule
predicates AFTER the existing more-specific categories:
- rate_with_currency before currency_amount
- multiplicative_aggregation before discrete_count_statement
Each new rule predicate cites ≥3 train_sample case_ids in its docstring
(ADR-0163 §Risks). No LLM, no embedding, no learned classifier.
Refusal-taxonomy histogram empirical signal (public 50 sample):
- pre-round-2: 14 UNCATEGORIZED (categorized_rate 0.72)
- post-round-2: 1 UNCATEGORIZED (categorized_rate 0.98)
The single residual is case 0044 ("10% simple interest" — percentage
without change verb), an honest tail outside the three round-2 shapes.
wrong=0 holds on capability axes G1..G5 + S1; no runtime code shipped.
Smoke suite green (67/67).
Cross-refs: ADR-0163, #297 (Phase A), #298 (Phase B round 1),
#301 (Phase C), #302 (Phase D), #304 (round-1 ratify), #305 (session
recap).
Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
Round 1 of ADR-0163 Phase B: hand-author seed exemplars for the top three
refusal shape categories surfaced by the Phase A histogram. These corpora
are INPUT to the Phase C contemplation runner, which will derive
DerivedRecognizer proposals from them; this PR ships no recognizer logic,
no proposal logging, and no runtime change.
Per-category breakdown:
- descriptive_setup_no_quantity_v1.jsonl — 20 exemplars (5 train + 12 novel + 3 edge)
- temporal_aggregation_v1.jsonl — 20 exemplars (4 train + 13 novel + 3 edge)
- rate_with_currency_v1.jsonl — 20 exemplars (3 train + 14 novel + 3 edge)
Train-sample citations resolve against
evals/gsm8k_math/train_sample/v1/report.json (the 50-case sample only;
public/holdout/full splits NOT mined per ADR-0163 §Constraints).
Each file is sorted by exemplar_id, byte-canonical, and disjoint from the
others. Statements are surface-preserved verbatim from the train sample
where cited.
Validation:
- tests/test_admissibility_exemplars.py: 20/20 passed (schema, enum
binding, per-category quantity_anchor dispatch, cross-file disjointness,
>=3 train-sample citations per category, sort/byte-canonical determinism,
read-only import invariant)
- tests/test_adr_0131_*.py: 224 passed / 3 skipped — capability axes
G1..G5 + S1 remain wrong=0
- core test --suite smoke: 67 passed
- core eval refusal_taxonomy: case_digest unchanged
(d030f826cb0f4088771d90c52c8be2ff75054ab27c7d47eae8dbfe1225b2eea1)
- Phase A categorize() agrees with the file's category for all 60
statements (sanity check; not pinned in tests since the rules-only
categorizer is coarser than the recognizer Phase C will derive)
Author notes on quantity_anchor annotation calls flagged for operator
review are embedded in provenance.author_note where ambiguous (notably:
'in N minutes' / 'over N hours' window framings collapsed to
window_quantifier='per', 'every other day' approximated as 'every',
day-of-week labels not captured in the schema, 'for one X' / slash-form
per-unit framings, non-USD currencies, and discrete-occurrence per_unit
values like 'event' and 'session').
Refs: ADR-0163 §Phase B; depends on the Phase A lane shipped in #297.
Cross-refs: ADR-0057 (proposal review), ADR-0149/0154 (recognizer
pipeline), ADR-0161 (HITL queue), [[thesis-decoding-not-generating]].
