core/generate/comprehension/lookback.py
Shay 5d1f1001f4 feat(adr-0174-phase3a): lookback re-evaluation operator + pronoun resolution substrate
ADR-0174 Phase 3a — substrate for held-hypothesis lookback.
Score unchanged at 3/47/0 (this PR is correctly-engineered
infrastructure; eval impact gated on ADR-0163.x recognizer expansion
documented in the follow-up brief).

Adds generate/comprehension/lookback.py:
- VALID_REFINEMENT_KINDS, VALID_UNRESOLVED_SLOTS — closed sets
  contracted with reader_trace consumer
- PronounResolution refinement dataclass (pronoun + resolved_to +
  evidence_source, all validated)
- Refinement Union (Phase 3b will widen with CompoundClauseExpansion)
- ReevaluateResult dataclass with admit/eliminate consistency
- reevaluate(hypothesis, refinement) operator — applies refinement,
  re-runs check_constraints, returns refined Hypothesis or None.
- _rebuild_candidate_with_resolved_actor — rebuilds
  CandidateOperation / CandidateInitial replacing the semantic actor
  field (op.actor / initial.entity) while preserving matched_actor_token
  / matched_entity_token as the pronoun (so grounding still passes
  against the held statement's source span).

Modifies generate/recognizer_match.py:
- _try_extract_discrete_count_anchor: pronoun-subject statements now
  emit anchors with subject_role=<pronoun> + requires_pronoun_resolution
  marker, rather than refusing at the _REFUSED_SUBJECT_TOKENS check.
  The other narrowness layers (clause split, verb whitelist) still
  refuse; only the pronoun layer changes.

Modifies generate/math_candidate_graph.py:
- After inject_from_match, when any parsed_anchor carries
  requires_pronoun_resolution, the candidates are held as Hypothesis
  objects with unresolved=('actor_pronoun',). The lookback path then
  resolves via the existing _discourse_prior_subjects map and runs
  PronounResolution refinements through reevaluate.  Resolved
  hypotheses flow into per_sentence_choices as if the regex parser
  had produced them; unresolved hypotheses drop cleanly (refusal-
  preferring).  Emits 'lookback' JSON trace events with
  outcome ∈ {admitted, eliminated, no_antecedent}.

Tests:
- tests/test_adr_0174_phase3_lookback.py — 17 acceptance tests
  covering operator semantics on Operation/Initial, dataclass
  invariants, closed-set constants, end-to-end wiring on synthetic
  problems, and wrong=0 preservation on train_sample.

Phase 3.1 follow-up brief:
- docs/handoff/PHASE-3.1-FOLLOWUP-RECOGNIZER-EXPANSION.md documents
  the empirical finding that the train_sample bottleneck is
  verb-coverage (recognizer scope, ADR-0163.x) not lookback
  (ADR-0174 scope). 11 verbs identified for HITL contemplation pass.
  Recommends sequencing: Phase 3a now (substrate), ADR-0163.x verb
  expansion next, Phase 3b after coverage matures.

Acceptance verified:
- 17/17 Phase 3a tests pass
- 95/95 existing tests pass (Phase 1 + Phase 2 + brief_11 + reader_phase2)
- Smoke 67/67, packs 141/141, lanes 8/8
- wrong=0 preserved, score unchanged 3/47/0 (intentional per brief)

Stacks on Phase 2 (PR #420). Rebases onto main after #416 + #420 land.
2026-05-28 10:49:20 -07:00

387 lines
15 KiB
Python

"""ADR-0174 Phase 3 — lookback re-evaluation operator.
When a hypothesis carries unresolved slots (entries in
``Hypothesis.unresolved``), a later token can refine those slots —
binding a pronoun to its proper-noun antecedent, attaching a unit to a
dangling quantity, narrowing an ambiguous verb category. This module
provides the ``reevaluate`` operator that applies a refinement to a
held hypothesis and re-runs the existing admissibility check.
Phase 3a (this module): the **substrate** for lookback. Concrete
refinement types:
- :class:`PronounResolution` — bind a pronoun actor to a resolved
proper-noun referent. The ``matched_actor_token`` stays as the
pronoun (which IS in source, so grounding still passes); only the
semantic actor field on the underlying Operation /
InitialPossession is rewritten to the resolved name.
Phase 3b (follow-up): :class:`CompoundClauseExpansion` and other
refinement types covering the remaining compound-clause and verb-set
narrowness layers. The reevaluate operator handles any refinement
type implementing :class:`Refinement`; adding new types does not
require ADR amendments to this module (only to the closed list of
``VALID_REFINEMENT_KINDS`` so the trace consumer can branch
deterministically).
Trust boundary: this module never weakens an admissibility predicate.
Every refined hypothesis is re-run through
:func:`generate.comprehension.constraint_propagation.check_constraints`
after refinement; a hypothesis that would fail constraints in its
refined form is eliminated, returning ``None`` from ``reevaluate``.
The ``wrong = 0`` invariant is preserved by construction — refinement
can only convert a refused hypothesis into an admitted one if every
admissibility sub-check passes on the refined candidate.
"""
from __future__ import annotations
from dataclasses import dataclass
from typing import Final, Literal, Union
from generate.comprehension.constraint_propagation import (
ConstraintResult,
check_constraints,
)
from generate.comprehension.state import (
ComprehensionStateError,
Hypothesis,
)
# ---------------------------------------------------------------------------
# Closed set of refinement kinds (trace contract)
# ---------------------------------------------------------------------------
# Each kind name identifies one concrete refinement subclass below.
# Adding a new kind requires adding a subclass AND extending this set
# (so the reader_trace consumer can branch deterministically without
# pattern-matching on Python types).
VALID_REFINEMENT_KINDS: Final[frozenset[str]] = frozenset(
{
"pronoun_resolution",
# Phase 3b will add: "compound_clause_expansion", etc.
}
)
# Closed slot names that may appear in Hypothesis.unresolved tuples.
# Refinements bind to one of these slots; the reevaluate operator
# matches refinement→slot via this closed set.
VALID_UNRESOLVED_SLOTS: Final[frozenset[str]] = frozenset(
{
"actor_pronoun",
# Phase 3b will add: "clause_separator", etc.
}
)
# ---------------------------------------------------------------------------
# Refinement types — sealed union via Refinement Union alias
# ---------------------------------------------------------------------------
@dataclass(frozen=True, slots=True)
class PronounResolution:
"""Refinement: bind an unresolved-actor pronoun to a proper-noun antecedent.
Phase 3a — applied to a held :class:`Hypothesis` carrying
``"actor_pronoun"`` in its ``unresolved`` tuple. The refinement
leaves the underlying candidate's ``matched_actor_token`` intact
(the pronoun, which grounds in the held statement's source span),
and rewrites the candidate's semantic actor field
(``Operation.actor`` for :class:`CandidateOperation`,
``InitialPossession.entity`` for :class:`CandidateInitial`) to the
resolved name.
The ``pronoun`` field carries the surface form for trace fidelity
so the reader_trace event can record which pronoun was resolved at
which token position.
Fields:
kind: Literal "pronoun_resolution" (matches
VALID_REFINEMENT_KINDS membership; structural
discriminator for the Union below).
pronoun: Surface pronoun in the held statement
(e.g. ``"She"``, ``"He"``, ``"it"``).
resolved_to: Proper-noun referent
(e.g. ``"Jan"``, ``"Georgie"``).
evidence_source: Where the resolution came from — a closed set
of values so the trace consumer can attribute
deterministically.
"""
pronoun: str
resolved_to: str
evidence_source: Literal["discourse_prior_subjects", "running_subject"]
kind: Literal["pronoun_resolution"] = "pronoun_resolution"
def __post_init__(self) -> None:
if not isinstance(self.pronoun, str) or not self.pronoun:
raise ComprehensionStateError(
"PronounResolution.pronoun must be non-empty str"
)
if not isinstance(self.resolved_to, str) or not self.resolved_to:
raise ComprehensionStateError(
"PronounResolution.resolved_to must be non-empty str"
)
if self.evidence_source not in (
"discourse_prior_subjects",
"running_subject",
):
raise ComprehensionStateError(
"PronounResolution.evidence_source must be in "
"{'discourse_prior_subjects', 'running_subject'}; "
f"got {self.evidence_source!r}"
)
if self.kind != "pronoun_resolution":
raise ComprehensionStateError(
"PronounResolution.kind must be 'pronoun_resolution'"
)
# Sealed union of all Phase-3 refinement types. Phase 3b will extend
# this with CompoundClauseExpansion etc.
Refinement = Union[PronounResolution]
# ---------------------------------------------------------------------------
# Internal: rebuild candidate with resolved actor
# ---------------------------------------------------------------------------
def _rebuild_candidate_with_resolved_actor(
candidate: object, resolved_to: str
) -> object | None:
"""Rebuild a candidate replacing the semantic-actor field.
For :class:`CandidateOperation`: rebuilds with a new
:class:`Operation` carrying ``actor=resolved_to`` and keeps every
other slot (operand, matched_verb, matched_value_token, etc.)
intact. ``matched_actor_token`` deliberately stays as the pronoun
so the grounding check (``_token_in(matched_actor_token, haystack)``)
continues to pass against the held statement's source span.
For :class:`CandidateInitial`: rebuilds with a new
:class:`InitialPossession` carrying ``entity=resolved_to`` and
preserves ``matched_entity_token`` as the pronoun.
Returns ``None`` when the candidate is not a known type — the
caller treats this as a refinement-no-op (the hypothesis remains
held, lookback did not find anything to do here).
"""
# Lazy imports to avoid circular dependency on candidate-graph layer.
from generate.math_candidate_parser import CandidateInitial
from generate.math_problem_graph import (
InitialPossession,
Operation,
)
from generate.math_roundtrip import CandidateOperation
if isinstance(candidate, CandidateOperation):
old_op = candidate.op
new_op = Operation(
actor=resolved_to,
kind=old_op.kind,
operand=old_op.operand,
target=old_op.target,
)
return CandidateOperation(
op=new_op,
source_span=candidate.source_span,
matched_verb=candidate.matched_verb,
matched_value_token=candidate.matched_value_token,
matched_unit_token=candidate.matched_unit_token,
matched_actor_token=candidate.matched_actor_token,
matched_target_token=candidate.matched_target_token,
matched_reference_actor_token=candidate.matched_reference_actor_token,
)
if isinstance(candidate, CandidateInitial):
old_initial = candidate.initial
new_initial = InitialPossession(
entity=resolved_to,
quantity=old_initial.quantity,
)
return CandidateInitial(
initial=new_initial,
source_span=candidate.source_span,
matched_anchor=candidate.matched_anchor,
matched_value_token=candidate.matched_value_token,
matched_unit_token=candidate.matched_unit_token,
matched_entity_token=candidate.matched_entity_token,
composition_evidence=candidate.composition_evidence,
)
return None
# ---------------------------------------------------------------------------
# reevaluate operator
# ---------------------------------------------------------------------------
@dataclass(frozen=True, slots=True)
class ReevaluateResult:
"""Outcome of a single reevaluate call.
Fields:
refined: The refined Hypothesis if admitted, else None.
previous: The original hypothesis before refinement
(carried so trace events can record what changed).
refinement_kind: The refinement kind that was attempted
(matches Refinement.kind on the input).
constraint_result: The result of re-running check_constraints
on the refined candidate (or None if refinement
could not be applied because the candidate
type was unknown).
elimination_reason: Non-None iff refined is None.
"""
refined: Hypothesis | None
previous: Hypothesis
refinement_kind: str
constraint_result: ConstraintResult | None
elimination_reason: str | None
def __post_init__(self) -> None:
if self.refinement_kind not in VALID_REFINEMENT_KINDS:
raise ComprehensionStateError(
"ReevaluateResult.refinement_kind must be in "
f"VALID_REFINEMENT_KINDS; got {self.refinement_kind!r}"
)
if self.refined is None and self.elimination_reason is None:
raise ComprehensionStateError(
"ReevaluateResult.refined=None requires a non-None "
"elimination_reason"
)
if self.refined is not None and self.elimination_reason is not None:
raise ComprehensionStateError(
"ReevaluateResult.refined is not None but "
f"elimination_reason={self.elimination_reason!r} is set; "
"these are inconsistent"
)
def reevaluate(
hypothesis: Hypothesis, refinement: Refinement
) -> ReevaluateResult:
"""Apply ``refinement`` to ``hypothesis``, re-run constraint check.
Per ADR-0174 §Decision §Lookback: lookback walks open hypotheses
and recomputes prior assignments when a later token resolves an
earlier ambiguity. This operator is the per-hypothesis primitive
that pass invokes.
Semantics:
- If the refinement targets a slot that isn't in
``hypothesis.unresolved``, the refinement is a no-op: the
function returns ``ReevaluateResult(refined=hypothesis, …)`` so
the caller can keep the hypothesis unchanged. This matches
the ADR's "uncontested tokens contribute no recomputation
work" bound.
- If the refinement applies but the rebuilt candidate fails the
re-run constraint check, ``refined`` is ``None`` and
``elimination_reason`` carries the first failing predicate's
reason.
- If the refinement applies and constraints pass, ``refined`` is
a new :class:`Hypothesis` with the resolved slot removed from
``unresolved`` and a ``category_assignments`` entry recording
the refinement event.
The returned :class:`ReevaluateResult` always includes the previous
hypothesis so trace serialisation can record the before/after pair.
"""
# Dispatch on refinement kind. Phase 3a knows pronoun_resolution.
if isinstance(refinement, PronounResolution):
return _apply_pronoun_resolution(hypothesis, refinement)
raise ComprehensionStateError(
f"reevaluate: unsupported refinement type {type(refinement).__name__}"
)
def _apply_pronoun_resolution(
hypothesis: Hypothesis, refinement: PronounResolution
) -> ReevaluateResult:
"""Inner: rebuild candidate with resolved actor, re-run constraints."""
if "actor_pronoun" not in hypothesis.unresolved:
# No-op: this hypothesis doesn't carry the slot the refinement
# targets. Return unchanged.
return ReevaluateResult(
refined=hypothesis,
previous=hypothesis,
refinement_kind=refinement.kind,
constraint_result=None,
elimination_reason=None,
)
rebuilt = _rebuild_candidate_with_resolved_actor(
hypothesis.candidate, refinement.resolved_to
)
if rebuilt is None:
# Candidate type unknown — refinement cannot apply. Return the
# hypothesis unchanged; caller can decide whether to eliminate
# on its own terms.
return ReevaluateResult(
refined=hypothesis,
previous=hypothesis,
refinement_kind=refinement.kind,
constraint_result=None,
elimination_reason=None,
)
# Build the refined hypothesis: same rank, same confidence_rank,
# category_assignments extended with a refinement trace entry,
# unresolved minus the now-resolved slot.
#
# The trace entry uses token_index=0 because Phase 3a applies
# refinements at the problem level (after all sentences have been
# processed), not at a specific token position. Phase 3b/4 may
# specialise this when refinements fire mid-token-stream.
refined_assignments = hypothesis.category_assignments + (
(0, "pronoun_resolved", refinement.pronoun),
)
refined_unresolved = tuple(
slot for slot in hypothesis.unresolved if slot != "actor_pronoun"
)
refined_hyp = Hypothesis(
candidate=rebuilt,
category_assignments=refined_assignments,
constraint_state=hypothesis.constraint_state,
confidence_rank=hypothesis.confidence_rank,
unresolved=refined_unresolved,
)
# Re-run constraints. Refinement preserves wrong=0 by gating on the
# same admissibility predicates that admit candidates today; a
# refinement that produces a candidate failing any sub-check is
# eliminated.
result = check_constraints(refined_hyp)
if result.admitted:
return ReevaluateResult(
refined=refined_hyp,
previous=hypothesis,
refinement_kind=refinement.kind,
constraint_result=result,
elimination_reason=None,
)
return ReevaluateResult(
refined=None,
previous=hypothesis,
refinement_kind=refinement.kind,
constraint_result=result,
elimination_reason=(
f"pronoun_resolution refined candidate failed re-check: "
f"{result.elimination_reason}"
),
)
__all__ = [
"PronounResolution",
"Refinement",
"ReevaluateResult",
"VALID_REFINEMENT_KINDS",
"VALID_UNRESOLVED_SLOTS",
"reevaluate",
]