core/docs/runtime_contracts.md
Shay 310793a4ea feat(adr-0024): Phase 2 — honest refusal with typed evidence
Replace plain ValueError at both inner-loop exhaustion sites in
generate/stream.py with InnerLoopExhaustion, a typed ValueError
subclass carrying machine-readable refusal evidence:

  reason            : RefusalReason (INNER_LOOP_EXHAUSTION)
  region_label      : which AdmissibilityRegion blocked
  step_index        : -1 = pre-walk empty intersection;
                      >=0 = in-walk per-step exhaustion
  rejected_attempts : ordered (idx, word, score) triples

Backward-compat by construction: subclassing ValueError preserves
every pre-Phase-2 `except ValueError` handler in chat/runtime.py,
eval lanes, and tests. No edits to chat/runtime.py, field/propagate.py,
algebra/versor.py, or vault/store.py.

Trace path wired:
  - CognitiveTurnResult.refusal_reason (str, default "")
  - compute_trace_hash folds refusal_reason only when non-empty
    -> byte-identical hashes preserved for non-refused turns
  - CognitiveTurnPipeline reads via getattr from ChatResponse and
    forwards into both trace_hash and result construction

Contract documented in docs/runtime_contracts.md §"Refusal contract".

Tests (tests/test_refusal_contract.py — 10 passing):
  - InnerLoopExhaustion isinstance(ValueError) at both raise sites
  - In-walk site carries reason/region_label/step_index>=0/
    rejected_attempts with (int,str,float) triples
  - Pre-walk site uses step_index=-1 sentinel + empty
    rejected_attempts
  - Pre-walk fires even when inner_loop_admissibility=False
  - Trace hash: empty refusal_reason preserves legacy bytes;
    non-empty differs; same inputs are stable

Suite results:
  smoke: 67 passed
  cognition: 121 passed
  runtime: 19 passed
  full: 1024 passed, 2 skipped
  core eval cognition: 13/13, 100% intent accuracy, 100% versor closure

Residual silent path (documented as out-of-scope for Phase 2):
chat/runtime.respond()/arespond() still convert any ValueError to
"" for their public str return contract. So a refused turn today
produces surface == "" with refusal_reason == "" — the typed
evidence is unread between the raise site and the result. The
plumbing on result + trace + pipeline is in place so a future ADR
can wire materialisation (propagate exception to
ChatResponse.refusal_reason, or catch at the pipeline seam) without
re-deriving the contract.

Phase 1 (commit 3940290) and Phase 2 (this commit) were developed
in parallel with disjoint file scope to avoid conflicts.
2026-05-17 14:49:08 -07:00

12 KiB

Runtime Contracts

This document freezes the runtime contracts used by chat, telemetry, memory, and future teaching work. It exists to prevent contract drift between tests, runtime code, and future cognitive pipeline work.

Field invariant

CORE state is a versor field. Runtime code must preserve the core closure contract:

versor_condition(F) < 1e-6

If a propagation path violates this invariant, fix the operator path or the explicit closure boundary that owns the transition. Do not hide violations by changing tests or silently downgrading the invariant.

ChatResponse contract

ChatResponse.surface
The selected user-facing response. This is the exact string returned by ChatRuntime.respond() and should match what the user receives.
ChatResponse.walk_surface
The manifold/token-walk evidence surface. It is trace evidence for what the field traversal produced. It is not necessarily the user-facing response.
ChatResponse.articulation_surface
The proposition/realizer surface. This is the structured linguistic realization of the current proposition or proposition graph.

Current selection policy:

surface = articulation_surface     (when no unknown-domain gate fired)
surface = _UNKNOWN_DOMAIN_SURFACE   (when the gate fired)
walk_surface = retained telemetry/evidence (always)

Unknown-domain gate honour

When vault/decompose.py::UnknownDomainGate fires, ChatRuntime returns the safety stub _UNKNOWN_DOMAIN_SURFACE ("I don't have field coordinates for that yet.") and vault_hits == 0. CognitiveTurnPipeline honours that stub: the user-facing surface remains the gate's response and is not overridden by the realizer's fallback articulation. The realizer's surface always survives in walk_surface as evidence — only the user-facing selection is gated. This closes evals/calibration/gaps.md Finding 2.

Future realizer work may change the selection policy, but must update this document and the contract tests in the same PR.

Refusal contract (ADR-0024 Phase 2)

When the inner-loop admissibility check leaves no admissible destination for the next step, the generation walk in generate/stream.py raises generate.exhaustion.InnerLoopExhaustion, a typed subclass of ValueError carrying:

reason            : RefusalReason     (machine-readable taxonomy)
region_label      : str               (which AdmissibilityRegion blocked)
step_index        : int               (-1 = pre-walk empty intersection;
                                       >=0 = in-walk per-step exhaustion)
rejected_attempts : tuple[(int, str, float), ...]  (per-step evidence)

Reason codes are minimal in Phase 2: a single INNER_LOOP_EXHAUSTION covers both raise sites. Phase 4 (rotor-frame admissibility, ADR-0025) is expected to add a second reason for rotor exhaustion.

CognitiveTurnResult.refusal_reason carries the stable string value of the RefusalReason when a turn refuses, and the empty string otherwise. compute_trace_hash folds refusal_reason into the payload only when non-empty, preserving byte-identical hashes for non-refused turns relative to pre-Phase-2 (determinism invariant). When the field is non-empty, it becomes load-bearing in replay equality.

Backward compatibility: InnerLoopExhaustion is a ValueError, so every pre-Phase-2 except ValueError handler in chat/runtime.py, eval lanes, and tests continues to catch it without modification.

Residual silent path (out of scope for Phase 2, future ADR): ChatRuntime.respond() and arespond() still convert any ValueError to the empty string for their public str return contract, so a real turn that refuses today produces surface == "" with refusal_reason == "" — the typed evidence is unread between the raise site and the result. The plumbing on CognitiveTurnResult, compute_trace_hash, and CognitiveTurnPipeline is in place so a future ADR can wire materialisation (e.g. propagate the typed exception to ChatResponse.refusal_reason or catch at the pipeline seam) without re-deriving the contract.

TurnEvent contract

TurnEvent.surface
Exact emitted user-facing response for the turn.
TurnEvent.walk_surface
Exact manifold/token-walk evidence surface for the turn.
TurnEvent.articulation_surface
Exact proposition/realizer surface for the turn.
TurnEvent.vault_hits
Actual count of recall hits applied during generation. Never hardcode this.
TurnEvent.flagged
Mirrors IdentityScore.flagged for filtering and trace inspection.

Identity contract

Identity checks are telemetry/gating signals. A flagged identity score must not silently erase useful generation unless an explicit hard-block policy is configured and tested.

Canonical call style:

IdentityCheck().check(trajectory, manifold)

Legacy constructor injection:

IdentityCheck(manifold=manifold).check(trajectory)

is supported temporarily and emits DeprecationWarning. New code must not use it.

Memory and teaching contract

Session memory can be immediate and local to the running context.

Reviewed memory must be explicit: user corrections or teaching examples become reviewed memory only through the reviewed teaching loop.

Pack mutation is proposal-only until reviewed. Runtime correction capture must not directly rewrite language packs, frames, identity axes, or operator code.

Identity manifold mutation by user prompt or correction is forbidden.

Testing policy

Tests should protect load-bearing behavior:

  • versor closure
  • deterministic replay
  • runtime response/telemetry contracts
  • memory correctness
  • identity protection
  • teaching/correction safety
  • articulation contract

Avoid tests that preserve stale constructors, private helper shapes, or exact formatting that is not part of a documented contract.

Epistemic surface (ADR-0021)

CORE exposes a typed epistemic_status on the teaching and lexicon surfaces. The status is a position in the revision graph, not a source-trust tier:

Status Meaning
COHERENT Fits current field geometry; no incoherence with reviewed claims detected at admission.
CONTESTED Incoherent with at least one reviewed claim; review pending; not load-bearing.
SPECULATIVE Proposed; not yet reviewed for coherence; admissible only as a candidate.
FALSIFIED Incoherent under accumulated evidence; eligible for Stage-3 inversion; retained.

Non-hardening invariant

No reviewed claim or proposition-graph edge ever becomes unrevisable. No final, frozen, axiom, or permanent flag exists or may be added on the runtime data model. The closest such property in the architecture is the mathematical closure check versor_condition(F) < 1e-6 — never an epistemic seal on a claim. The invariant is enforced by tests/test_epistemic_invariants.py.

Curator review rule

epistemic_status transitions are computed from coherence with the existing reviewed field — not asserted by source authority. At v1 the judgment is curator-mediated, with one rule:

The curator's only admissible reasoning is geometric: does the claim cohere with already-reviewed claims, or does it produce incoherence? Source credentials, popularity, or institutional position must not be invoked as justification.

Schema surfaces

Surface Field Default at creation
teaching.PackMutationProposal epistemic_status: EpistemicStatus SPECULATIVE
teaching.ReviewedTeachingExample epistemic_status: EpistemicStatus SPECULATIVE
language_packs.schema.LexicalEntry epistemic_status: str "coherent" (seed)
core.cognition.trace.compute_trace_hash teaching_epistemic_status: str "" if no proposal

Promotion of a proposal's status uses the immutable updater PackMutationProposal.with_status(...) — original is never mutated.

The status of the load-bearing proposal in a turn is folded into trace_hash so replay detects when a downstream surface was produced under a different epistemic frame than at the time of recall.

Test organization target

Future test moves should follow this taxonomy:

Area Destination
versor closure, holonomy, motors, null cone, energy physics tests/algebra/ or tests/physics/
chat runtime, config, async runtime, identity gate telemetry tests/runtime/
articulation, proposition, surface assembly, future pipeline tests/cognition/
correction capture, reviewed memory, consolidation tests/teaching/
language pack loading and seed pack invariants tests/packs/

Do not reorganize tests as a standalone churn PR unless it directly reduces contract ambiguity or unlocks a cognitive subsystem.

Formation trust boundaries

The Formation Pipeline (see docs/formation_pipeline_plan.md) introduces six trust boundaries between the world and the manifold. Every boundary has a content-addressed input and output; every rejection produces an audit record. No silent failures.

# Boundary Input Output Trust contract
1 Mining → Smelting URLs / files OreBundle Untrusted text in; untrusted entries out. No code execution from sources; no dynamic imports; source URLs sandboxed; SHA-256 captured per entry.
2 Smelting → Forge OreBundle + extracted candidates Candidate* lists Untrusted candidates in. The Forge is the only validator. Identity-override patterns and path-traversal in source SHAs are rejected at the Forge, not here.
3 Forge → Compose Candidate* lists ValidatedTripleSet Every candidate runs through teaching.relation_parse.parse_triple, identity-axis screening, source allow-list, pack collision check, and the cross-reference rule. Output entries carry EpistemicStatus.SPECULATIVE. No pack mutation.
4 Compose → Compile/Run ValidatedTripleSet CourseYAMLFormationPlan Deterministic, byte-stable composition. No mutation of the language pack manifest.
5 Run → Ratify FormationPlan list[CognitiveTurnResult] The runner is a thin shim over CognitiveTurnPipeline.run(). It cannot invent operators; it can only invoke existing ones. Hard-halts on versor_condition(F) >= 1e-6. No identity-manifold mutation, ever.
6 Ratify → Promote MasteryReport (self-sealed) reviewed teaching apply Promotion requires a self-sealed MasteryReport whose SHA verifies, whose prerequisites are present in the MasteredCoursesIndex, and whose triples are submitted through teaching/review.py — the existing reviewed apply path. ADR-0021's "one mutation path" invariant is preserved.

Content-addressing rules (binding across the whole pipeline):

  • All hashed payloads are canonical JSON (sorted keys, tight separators, UTF-8, no NaN/Infinity). Floats are forbidden in hashed payloads; encode numerics as strings or integers.
  • MasteryReport.report_sha256 is self-sealing: SHA over the payload with report_sha256 blanked, then written back into the field. Verifiers reverse the process.
  • No pickle. Pickle defeats replay determinism and is a code-execution surface.

See formation/hashing.py, formation/cache.py, and formation/forge.py for the implementation of each rule.