core/docs/handoff/wave-M-phaseB-calibration-briefs-2026-06-13.md
Shay 02f02c804a docs(workbench): Wave M plan (mastery & worthiness) + Phase B calibration brief pack
Wave M takes the workbench to mastery and closes its biggest design gap:
it surfaces the teaching/ratification loop but is blind to the
calibrated-learning / serving-discipline loop (gold-tether arena, reliability
gate, Wilson floor vs θ ceiling, 'the engine earns the right to guess') and
to cognition itself (pipeline stages, field substrate, identity continuity).
Lens: Anthropic + xAI as target users who'd WANT to use it.

- wave-M-worthiness.md: full plan, Phases A–E, the missing-surfaces table,
  the backend-reader-first / never-re-implement-engine-math disciplines,
  execution order (B→C→D, A parallel).
- wave-M-phaseB-calibration-briefs: executable Phase B pack grounded in the
  real core/reliability_gate shapes (ClassTally / conservative_floor /
  license_for / Action θ) and the committed report.json evidence — B1
  readers (GATING, Python), B2 Calibration route, B3 wrong=0 global frame,
  B4 leeway wiring. Dependency DAG + STOP gates + no-theater rules.
2026-06-12 23:51:57 -07:00

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# Wave M · Phase B — Calibration / Serving-Discipline Brief Pack
Date: 2026-06-13
Plan: `docs/workbench/wave-M-worthiness.md` § Phase B.
Goal: make the calibrated-learning / serving-discipline loop *visible* — the
gold-tether arena, the reliability gate, "the engine earns the right to
guess." This is the widest worthiness gap.
## Dependency DAG
```
B1 (backend readers) ──┬──→ B2 (Calibration route) ──→ B4 (leeway wiring)
└──→ B3 (wrong=0 global frame)
```
**B1 gates everything** — it merges first. B2/B3 are parallel-safe after B1
(disjoint files except the usual train: App.tsx / types/api.ts /
routeConformance / NOT_YET_MIRRORED → strictly sequential merges, union
rebase). B4 last (touches Proposals + Replay rails).
## Standing constraints (all briefs)
- Worktree off fresh `origin/main`; green-local (`pnpm build && pnpm test`,
plus the Python lane for B1) before push; **STOP after checks green;
Shay merges.**
- **NEVER re-implement engine math.** Import and call
`core.reliability_gate` (`conservative_floor`, `license_for`, `Ceilings`,
`Action`); never reproduce the Wilson floor or θ logic in the workbench.
- **Read-only.** No new mutation endpoints; no execution. The reader reads
committed artifacts + computes derived numbers via the engine's own
functions. A calibration view never changes a license.
- Token-only styling (hexScan); schema mirrored + snapshot regenerated +
drift gate; enum coverage if a new badge enum is added; conformance rows
(ADR-0162 §6); no invented data — absent calibration evidence renders
honest absence.
---
## Brief B1 — Calibration readers + endpoints (Python only; GATING)
### Worktree + gates
```bash
cd /Users/kaizenpro/Projects/core
git fetch origin
git worktree add ../core-wb-m-b1 origin/main -b feat/wb-m-calibration-readers
cd ../core-wb-m-b1
ls core/reliability_gate/ledger.py || echo "STOP: reliability_gate missing"
```
### Read first (do not wander)
- `core/reliability_gate/ledger.py` — `ClassTally(class_name, correct,
wrong, refused, t2_verified, t2_agrees_gold)`; derived `committed`
(=correct+wrong), `attempted`, `reliability()` (=`conservative_floor`),
`coverage()`.
- `core/reliability_gate/{floor,gate,ceilings,propose}.py`
`conservative_floor(successes, committed)` (Wilson, `N_MIN=10`, 0.0 below);
`license_for(tally, ceilings, action) -> LicenseDecision(licensed,
measured, required)`; `Action.PROPOSE` (θ=0.85) / `Action.SERVE` (θ=0.99);
`Ceilings.required(class_name, action)`.
- `workbench/readers.py` (list_/read_ + `_page` + `_is_allowed` patterns),
`workbench/api.py` (route wiring), `workbench/schemas.py` + the two snapshot
generators (`scripts/dump-schemas.py`, `scripts/dump-enums.py`).
- `evals/gsm8k_math/train_sample/v1/report.json` +
`train_sample_coverage_report.json` — the **persisted calibration
evidence**.
### Investigate first (decides the reader's source)
Is the live `ClassTally` ledger persisted anywhere at rest? Grep for a
written ledger jsonl/json. **If not** (likely), the reader reconstructs
per-class `ClassTally` from the committed `report.json` per-class outcomes,
then applies the *real* `conservative_floor` + `license_for`. Document which
source you used in the reader docstring + the PR.
### Deliverables
1. `workbench/calibration.py` (new): pure functions that load the committed
report artifact(s), build `ClassTally` per class, and produce per-class
rows via the real engine functions — no math re-implemented here.
2. Schemas (`workbench/schemas.py`): `CalibrationClass` (class_name, correct,
wrong, refused, committed, attempted, reliability_floor, coverage,
propose_licensed, propose_required, serve_licensed, serve_required) and
`ServingMetrics` (lane, correct, refused, wrong, source_path,
source_digest). Mirror in `types/api.ts`; regenerate both snapshots; the
drift gate must pass.
3. Endpoints (`workbench/api.py`): `GET /calibration/classes`
`{items: CalibrationClass[]}`; `GET /serving/metrics`
`{items: ServingMetrics[]}` (read `train_sample` + `holdout_dev` committed
reports; **never** run a lane). Path-validate any id; reads only inside
allowed eval roots.
4. Trust boundary stated in the PR: read-only over committed artifacts +
engine-owned derivation; no execution, no mutation.
### Verification
```bash
cd ../core-wb-m-b1
.venv/bin/python -m pytest tests/ -k "workbench_calibration or workbench_schemas or workbench_api" -q
.venv/bin/python scripts/dump-schemas.py | diff - workbench-ui/schema-snapshot.json
```
Add `tests/test_workbench_calibration.py`: a class that cleared SERVE shows
`serve_licensed=true`; a class below `N_MIN` shows `reliability_floor=0.0`
and `propose_licensed=false`; the reader's numbers equal a direct
`conservative_floor`/`license_for` call (proves no re-implementation).
---
## Brief B2 — Calibration / Gold-Tether route (frontend; after B1)
### Gates
```bash
git worktree add ../core-wb-m-b2 origin/main -b feat/wb-m-calibration-route
grep -q "CalibrationClass" workbench-ui/src/types/api.ts || echo "STOP: B1 not merged"
```
### Deliverables
- TS mirrors already landed in B1; add `useCalibrationClasses` /
`useServingMetrics` query hooks.
- `app/calibration/CalibrationRoute.tsx` — per class: a coverage-vs-Wilson
bar (reliability_floor vs the cleared θ), correct/refused/**wrong** counts
(wrong load-bearing), and a plain verdict pill: "earned SERVE", "earned
PROPOSE", or "not yet licensed". **Failures-first** ordering (lowest
reliability / un-licensed at top). VirtualizedList + useListNavigation +
SearchInput; Panel/TabBar detail (Counts / License math / Raw).
- The "License math" tab shows the honest derivation: committed N, Wilson
floor, θ required, measured ≥ required → licensed — read from B1, not
computed in the UI.
- Nav entry; Calibration row in `routeConformance` (loading "Loading
calibration...", empty "No calibration evidence yet." + the practice-lane
CLI, error). Selection publishes an evidence subject (new `calibration_class`
kind, inspect-param) — or, if that's too much for one PR, local selection
+ flag the subject-kind as a follow-up.
- Tests: failures-first ordering, the un-licensed/below-N_MIN class renders
"not yet licensed", the wrong count renders, j/k spine.
### Verify: `cd workbench-ui && pnpm build && pnpm test`
---
## Brief B3 — wrong=0 as a felt global presence (frontend; parallel with B2)
### Gates
```bash
git worktree add ../core-wb-m-b3 origin/main -b feat/wb-m-wrong-zero-frame
grep -q "ServingMetrics" workbench-ui/src/types/api.ts || echo "STOP: B1 not merged"
```
### Deliverables
- A small always-present invariant element in the `Shell` chrome (header
strip): live **N correct · N refused · 0 wrong**, the zero rendered hard
(verified token) — sourced from `/serving/metrics`, never invented; when
unavailable, render an honest "metrics unavailable", never a fake zero.
- It links to the Calibration route (B2) and the Evals wrong=0 ledger.
- **Doctrine line:** the strip states an invariant, it does not *claim*
correctness it can't read — if the committed report shows wrong>0 it shows
wrong>0 in the contradicted token (the strip must be able to show a
non-zero wrong honestly; it is a mirror, not a slogan).
- Tests: renders the triplet from a stubbed metrics fetch; renders a
non-zero wrong honestly (no hard-coded zero); honest absence on fetch
error.
### Verify: `cd workbench-ui && pnpm build && pnpm test`
---
## Brief B4 — The leeway story (frontend; after B1 + B2)
### Gates
```bash
git worktree add ../core-wb-m-b4 origin/main -b feat/wb-m-leeway-wiring
grep -q "CalibrationClass" workbench-ui/src/types/api.ts || echo "STOP: B1 not merged"
```
### Deliverables
- In the Replay / Proposals evidence rails, when a turn or proposal carries an
approximate/served result, surface *why latitude was granted*: the class,
its license (PROPOSE/SERVE), the θ it cleared, and the `[approximate]`
disclosure — joining the existing HITL ratification to the calibration that
grants it. Read from B1; link to the Calibration route.
- No new mutation; purely a read-only cross-link/annotation.
- Tests: a served-with-leeway fixture renders its class + θ + license; a
fully-verified turn renders no leeway annotation (absence is honest).
### Verify: `cd workbench-ui && pnpm build && pnpm test`
---
## After this pack
Phase C brief pack (cognitive-pipeline visualizer, contemplation-as-process,
field substrate, identity continuity) is authored once Phase B lands —
C1/C3 are also backend-reader-first and Python-gated.