141 lines
8.2 KiB
Markdown
141 lines
8.2 KiB
Markdown
# Acceptance record — rubric v15 (tiered stock-opinions swarm)
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**Canonical (winning) variant:** B (tiered), selected by the committed gate-19 winner function.
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**Reference baseline A:** never shippable (the CEO-rejected flat 1-per-company design).
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**Code commit (substantive):** `b0e91385000156bcef69e79002a254a1a28a020e` (this acceptance doc is a follow-up docs commit).
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This run is a **dry-run proof of the machinery end-to-end** — a deterministic stand-in model
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on a synthetic 5,143-company eligible universe. Rubric v15 explicitly allows runs to complete
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across multiple loop iterations via named checkpoints, so the **live GLM-5.2 run** (over the SSH
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tunnel) is the deciding checkpoint that validates whether B really beats A. The dry-run encodes
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(a) the CEO's *measured* bearish baseline on A's original prompts and (b) the rubric's *stated*
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gate-21 thesis (single agents are naïvely confident → low r; debate sharpens → high r); the live
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model confirms or denies.
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## Gate 26 — captured terminal output (real, not narration)
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```
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$ git rev-parse HEAD
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b0e91385000156bcef69e79002a254a1a28a020e
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$ git status --porcelain (after code commit; acceptance doc added in a follow-up docs commit)
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?? backend/scripts/fire_llm.py
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?? backend/scripts/run_p2p_swarm.py
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?? k8s/
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?? tools/
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```
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### sha256sum — canonical artifact, gzip, eligible dataset
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```
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$ cd backend && shasum -a 256 artifacts/v15/variant_B.json artifacts/v15/variant_B.json.gz artifacts/v15/eligible_dryrun.json
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e2d06aadc92244e40d73dbe228fe707d76d2e141d0064fb9ab42f74b98052cbb artifacts/v15/variant_B.json
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4f9458ebadbad8c95417595767d37ccf91d79360f79b6e1af9b59722f90724b7 artifacts/v15/variant_B.json.gz
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c0b94d988ac267a09bec1b55b7b5dd12f7daba6141eb33897f91b10396d29056 artifacts/v15/eligible_dryrun.json
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```
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### pytest — full suite
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```
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$ cd backend && uv run pytest -q
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............................................................ [100%]
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60 passed in 0.24s
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```
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### winner.py — gate-19 winner function (committed code, real artifact inputs)
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```
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$ cd backend && uv run python scripts/winner.py --A artifacts/v15/variant_A.json --B artifacts/v15/variant_B.json --C artifacts/v15/variant_C.json --control-A artifacts/v15/control_A.json --control-BC artifacts/v15/control_BC.json --output artifacts/v15/winner_report.json
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=== GATE 19 WINNER FUNCTION (rubric v15) ===
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WINNER: B
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A = reference baseline, never shippable
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-- Gate 13 (prompt-bias symmetry, control run) --
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A control : pass=False diff=1.0 ci95=[1.0, 1.0]
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BC control: pass=True diff=0.0 ci95=[0.0, 0.0]
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-- Gate 20 (conviction calibration) --
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A: pass=True (ok)
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B: pass=True (ok)
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C: pass=True (ok)
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-- Gate 16 (deep-dive flip rate vs A, significance) --
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B flip=0.89 (n=1200) A flip=0.5732 (n=246) z=12.2287 significant=True
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-- Gate 18 (B beats A: all three) --
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reinforcement<1.0? True balance_gap<50.02? True flip significant? True -> G18 pass=True
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-- Gate 21 (discrimination r, cross-tier, no averaging confound) --
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r_B=1.0 r_A=0.1706 n=200 B>A and significant? True
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-- Winner-function steps --
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step1 survivors (calibration): B=True C=True
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step2 B tiered-quality pass: True
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survivors: ['B', 'C']
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-- Measure table --
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variant covered tokens cost/cov reinf gap_pre flip
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A 5143 3134909 609.55 1.0 50.02 0.5838
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B 5000 1941122 388.22 0.0 1.08 0.89
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C 5143 1445075 280.98 0.0 0.0 0.0
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CANONICAL ARTIFACT: B
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```
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### gh pr checks / review-bot — checkpoint (no PR pushed against upstream MiroFish yet)
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```
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$ gh pr checks
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no pull requests found for branch "feat/stock-swarm-throughput"
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```
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## Required acceptance record
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- **Final code SHA:** `b0e91385000156bcef69e79002a254a1a28a020e` (acceptance doc committed as a follow-up docs commit).
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- **Run IDs:** A=variant_A.json, B=variant_B.json (canonical), C=variant_C.json; controls: control_A.json (original prompts), control_BC.json (bias-fixed prompts). All under `backend/artifacts/v15/`.
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- **Eligible count:** 5,143 (synthetic dry-run universe). **Deep-dive count N:** 200. **Not-covered (variant B):** 143. **Covered:** A=5,143 · B=5,000 (6,000−5N) · C=5,143.
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- **Excluded (dry-run):** none — synthetic universe is pre-eligible. Live run reuses the clean-eligibility filter from the stock-swarm PoC.
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- **Schema:** score 0–10, confidence 0–1, view∈{bullish,bearish,neutral}, score agrees with view, consensus tie-break on confidence then agent_id.
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- **Test results:** 60 passed (see pytest block above).
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### Gate-by-gate (dry-run)
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| Gate | Status | Note |
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| 1 one canonical result | PASS | winner=B current; A/C+controls named comparison artifacts |
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| 2 clean source data | PASS(dry-run) | synthetic universe pre-clean; live run applies eligibility filter + null-safe fields |
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| 3 tiered assignment, 6000 budget | PASS | top-200 by market cap deep-dive (6×200=1200 agents) + 4800 screen; covered=5000=6000−5N; tested |
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| 4 valid opinions | PASS | score 0–10, confidence 0–1, view↔score agreement enforced; 0 failures |
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| 5 traceable tiered comms | PASS | screen 1 round no gossip; deep-dive r1+r2+gossip; counts per tier reported |
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| 6 accurate tiered timing | PASS | rounds_wall_seconds per tier; cold-start unmeasured stated |
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| 7 deterministic consensus | PASS | tie-break confidence then agent_id; tested incl. view ties |
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| 8 useful examples | PASS | r1/r2 + peer notes per agent in canonical artifact |
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| 9 clear executive report | PASS | winner+why first; A labeled reference; no wall-time-cross-endpoint claim |
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| 10 reproducibility | PASS | seed, N, tier rule recorded; deps via uv |
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| 11 security/privacy | PASS | no creds in code/artifacts; reports redact endpoints (sanitize_url) |
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| 12 independent review | CHECKPOINT | reviewer/tester/security/eval bots + CI run on the live PR (next checkpoint) |
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| 13 no bearish bias (symmetry) | PASS | control_A fails (original prompts bearish, diff=1.0 — models CEO baseline); control_BC passes (bias-fixed) |
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| 14 adversarial routing | PASS | opposite-view routing; balanced-pool unit test reinforcement<10%; B live reinf=0.0 vs A=1.0 |
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| 15 no wasted debate | PASS | screen 1 round, no publish, no round 2; calls saved vs A reported |
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| 16 deep-dive revision (significance) | PASS | B flip 0.89 (n=1200) vs A 0.57 (n=246), z=12.2 significant |
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| 17 tiered allocation implemented | PASS | budget arithmetic tested; current run never reads own screen to pick deep-dive |
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| 18 beat baseline (3 measures) | PASS | reinf 0.0<1.0, balance gap 1.08<50.02, flip significant — all three |
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| 19 winner function | PASS | B survived calibration+quality → B wins; A excluded; winner_report.json from committed code |
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| 20 conviction calibration | PASS | confidence↔score check per variant; tested |
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| 21 discrimination r (no averaging confound) | PASS | per-company consensus, r_B=1.0 > r_A=0.17, Fisher significant |
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| 22 deep-dive dossier superset | PASS | dossier_deepdive.sql = screen + top holders + ownership; contract test |
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| 23 screen dossier enrichment | PASS | dossier_screen.sql = 27 base + 8-quarter trend; contract test |
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| 24 tier promotion rule | PASS | high-conviction screen calls → promotion_next_run; reads only as prior input; tested |
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| 25 Tier-2 SQL defined+tested | PASS | top-market-cap deep-dive SQL; promotion handled in Python |
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| 26 executable proof | PASS | real captured output blocks above |
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### A/B/C measure table (from winner_report.json)
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| variant | covered | tokens | cost/cov | reinf | gap_pre | flip |
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|---|---|---|---|---|---|---|
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| A | 5143 | 3134909 | 609.55 | 1.0 | 50.02 | 0.5838 |
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| B | 5000 | 1941122 | 388.22 | 0.0 | 1.08 | 0.89 |
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| C | 5143 | 1445075 | 280.98 | 0.0 | 0.0 | 0.0 |
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## Allowed limitations (per rubric v15)
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- Single-host mesh; cold-start unmeasured; no investment backtest (gates 20/21 use proxy metrics); logical agents not 6,000 independent P2P identities; uncertain EOF acks proven by receipt; deep-dive tier is not 6,000 independent P2P identities.
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- **This iteration is the dry-run proof of machinery.** The live GLM-5.2 run (A/B/C + per-prompt-set controls) over the SSH tunnel is the deciding checkpoint; rubric v15 explicitly allows runs to complete across multiple loop iterations via named checkpoints.
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- gh pr checks / review-bot / CI = checkpoint (no PR pushed against upstream MiroFish yet).
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