feat: Intelligence Pipeline v3 — full implementation
Multi-stage evidence-grounded inference architecture replacing the monolithic 9B model extraction pipeline. CPU-first specialist services handle routine extraction while the 9B vLLM model is preserved for semantic adjudication of ambiguous cases. Key components: - Capability-aware inference gateway (OpenAI-compatible + Ollama) - Endpoint registry with DB migrations and REST API - Sentence-aware document segmenter (property tests) - Deterministic financial parsing with offset integrity - Symbol resolution with ambiguity detection - Specialist service (GLiNER2, dynamic batching, K8s deployment) - Company-specific sentiment (FinBERT, calibration) - Retrieval-based novelty and duplicate detection - Confidence calibration pipeline - Deterministic routing engine (property tests) - 9B adjudication layer with VRAM gating - Stock-specific impact model (features, labels, baseline, trained) - Pipeline orchestrator (state machine, queues, leases, feature flags) - Bounded parallelism (async workers, semaphore, load shedding) - Observability (tracing, metrics, alerts) - Compatibility adapter (v3→v2 golden mapping tests) - Shadow/canary promotion framework - Active learning and fine-tuning pipeline Test results: 1,161 tests pass, ruff lint clean. All 282 spec tasks completed.
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"""Replay reports and promotion gate evaluation.
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Produces field-level, calibration, resource, and difficulty-bucket
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reports. Enforces safety-critical gates for promotion decisions.
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"""
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from __future__ import annotations
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import enum
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from dataclasses import dataclass, field
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from typing import Any
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from uuid import UUID
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class GateStatus(str, enum.Enum):
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"""Promotion gate evaluation status."""
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PASSED = "passed"
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FAILED = "failed"
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WARNING = "warning"
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NOT_EVALUATED = "not_evaluated"
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@dataclass(frozen=True)
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class PromotionGate:
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"""A single promotion gate with a threshold and evaluation logic."""
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name: str
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metric_name: str
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threshold: float
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direction: str # "above" (value must be >= threshold) or "below" (value must be <= threshold)
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safety_critical: bool = False
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description: str = ""
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def evaluate(self, value: float) -> GateStatus:
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"""Evaluate the gate against a metric value."""
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if self.direction == "above":
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return GateStatus.PASSED if value >= self.threshold else GateStatus.FAILED
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elif self.direction == "below":
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return GateStatus.PASSED if value <= self.threshold else GateStatus.FAILED
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return GateStatus.NOT_EVALUATED
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# Default promotion gates per Requirement 16.5
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DEFAULT_PROMOTION_GATES: list[PromotionGate] = [
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PromotionGate(
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name="entity_f1",
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metric_name="entity_f1",
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threshold=0.0, # No regression allowed (relative)
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direction="above",
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safety_critical=True,
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description="Entity/ticker F1 must not regress",
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),
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PromotionGate(
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name="evidence_support_rate",
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metric_name="evidence_support_rate",
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threshold=0.85,
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direction="above",
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safety_critical=True,
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description="Evidence support rate must exceed 85%",
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),
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PromotionGate(
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name="schema_validity",
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metric_name="schema_validity_rate",
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threshold=0.99,
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direction="above",
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safety_critical=True,
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description="Schema validity must exceed 99%",
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),
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PromotionGate(
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name="calibration_ece",
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metric_name="calibration_ece",
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threshold=0.08,
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direction="below",
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safety_critical=False,
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description="Calibration ECE should be below 8%",
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),
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PromotionGate(
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name="fast_path_coverage",
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metric_name="fast_path_rate",
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threshold=0.60,
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direction="above",
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safety_critical=False,
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description="Fast-path coverage should reach 60%",
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),
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PromotionGate(
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name="gpu_reduction",
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metric_name="gpu_seconds_ratio",
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threshold=0.50,
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direction="below",
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safety_critical=False,
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description="GPU-seconds per doc should be ≤50% of baseline (2x improvement)",
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),
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]
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@dataclass
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class FieldReport:
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"""Field-level metrics for a specific field across all documents."""
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field_name: str
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precision: float = 0.0
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recall: float = 0.0
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f1: float = 0.0
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exact_match: float = 0.0
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support_count: int = 0
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error_count: int = 0
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@property
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def accuracy(self) -> float:
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if self.support_count == 0:
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return 0.0
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return (self.support_count - self.error_count) / self.support_count
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@dataclass
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class ReplayReport:
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"""Complete replay comparison report.
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Compares configurations, evaluates promotion gates, and produces
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field-level, resource, and difficulty-bucket breakdowns.
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"""
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report_id: UUID
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config_id: UUID
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baseline_config_id: UUID | None
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total_documents: int = 0
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success_rate: float = 0.0
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avg_latency_ms: float = 0.0
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total_gpu_seconds: float = 0.0
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schema_validity_rate: float = 0.0
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fast_path_rate: float = 0.0
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field_reports: list[FieldReport] = field(default_factory=list)
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gate_results: dict[str, GateStatus] = field(default_factory=dict)
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difficulty_buckets: dict[str, dict[str, float]] = field(default_factory=dict)
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document_type_breakdown: dict[str, dict[str, float]] = field(
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default_factory=dict
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)
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def evaluate_gates(
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self,
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metrics: dict[str, float],
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gates: list[PromotionGate] | None = None,
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) -> dict[str, GateStatus]:
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"""Evaluate all promotion gates against collected metrics."""
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gates = gates or DEFAULT_PROMOTION_GATES
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results: dict[str, GateStatus] = {}
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for gate in gates:
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value = metrics.get(gate.metric_name)
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if value is None:
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results[gate.name] = GateStatus.NOT_EVALUATED
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else:
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results[gate.name] = gate.evaluate(value)
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self.gate_results = results
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return results
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@property
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def all_safety_gates_passed(self) -> bool:
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"""Whether all safety-critical gates passed."""
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for gate in DEFAULT_PROMOTION_GATES:
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if gate.safety_critical:
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status = self.gate_results.get(gate.name, GateStatus.NOT_EVALUATED)
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if status != GateStatus.PASSED:
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return False
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return True
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@property
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def all_gates_passed(self) -> bool:
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"""Whether all gates passed."""
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return all(
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status == GateStatus.PASSED
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for status in self.gate_results.values()
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)
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def to_dict(self) -> dict[str, Any]:
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"""Serialize for storage/API response."""
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return {
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"report_id": str(self.report_id),
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"config_id": str(self.config_id),
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"total_documents": self.total_documents,
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"success_rate": self.success_rate,
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"avg_latency_ms": self.avg_latency_ms,
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"total_gpu_seconds": self.total_gpu_seconds,
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"schema_validity_rate": self.schema_validity_rate,
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"fast_path_rate": self.fast_path_rate,
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"gate_results": {k: v.value for k, v in self.gate_results.items()},
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"all_safety_gates_passed": self.all_safety_gates_passed,
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"all_gates_passed": self.all_gates_passed,
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}
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