Files
Celes Renata a72f336ad1 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.
2026-07-13 02:14:59 +00:00

131 lines
3.9 KiB
Python

"""Calibrated fast-path thresholds by document type and event type.
Thresholds represent the minimum calibrated confidence required for
fast-path acceptance. Documents/events below these thresholds are routed
to adjudication. Thresholds are versioned and can be updated as
calibration data improves.
"""
from __future__ import annotations
from dataclasses import dataclass, field
from services.intelligence_pipeline_v3.routing.reasons import RouteDecision
# Default confidence thresholds per document type.
# These are initial conservative values; calibration on the Gold Corpus
# will refine them over time.
DEFAULT_DOCUMENT_THRESHOLDS: dict[str, float] = {
"article": 0.80,
"press_release": 0.80,
"filing": 0.70,
"transcript": 0.75,
"macro_event": 0.75,
}
# Default confidence thresholds per event type (override document-type defaults).
DEFAULT_EVENT_THRESHOLDS: dict[str, float] = {
"earnings_beat": 0.75,
"earnings_miss": 0.75,
"guidance_change": 0.65,
"management_change": 0.70,
"merger_acquisition": 0.60,
"regulatory_action": 0.65,
"product_launch": 0.80,
"legal_action": 0.65,
"rating_change": 0.75,
"supply_chain": 0.70,
}
# Fallback threshold when document_type or event_type is unknown.
DEFAULT_FALLBACK_THRESHOLD: float = 0.80
@dataclass(frozen=True)
class FastPathThresholds:
"""Configuration for fast-path acceptance thresholds.
Resolution order:
1. Event-type-specific threshold (if event_type is provided and known).
2. Document-type-specific threshold.
3. Fallback threshold.
Higher thresholds are more conservative (more documents go to adjudication).
"""
document_thresholds: dict[str, float] = field(
default_factory=lambda: dict(DEFAULT_DOCUMENT_THRESHOLDS)
)
event_thresholds: dict[str, float] = field(
default_factory=lambda: dict(DEFAULT_EVENT_THRESHOLDS)
)
fallback_threshold: float = DEFAULT_FALLBACK_THRESHOLD
version: str = "1.0.0"
def resolve_threshold(
self,
document_type: str,
event_type: str | None = None,
) -> float:
"""Resolve the applicable threshold for a document/event combination.
Parameters
----------
document_type:
The document type (article, filing, transcript, etc.).
event_type:
Optional event type detected in the document.
Returns
-------
float
The minimum calibrated confidence required for fast-path acceptance.
"""
# Event-type threshold takes priority when available
if event_type and event_type in self.event_thresholds:
return self.event_thresholds[event_type]
# Document-type threshold
if document_type in self.document_thresholds:
return self.document_thresholds[document_type]
# Fallback
return self.fallback_threshold
def evaluate_thresholds(
confidence: float,
document_type: str,
event_type: str | None,
thresholds: FastPathThresholds,
) -> RouteDecision:
"""Evaluate whether calibrated confidence meets the fast-path threshold.
Parameters
----------
confidence:
Calibrated confidence score (0.0 to 1.0).
document_type:
The document type being processed.
event_type:
Optional event type detected in the document.
thresholds:
Threshold configuration to use.
Returns
-------
RouteDecision
FAST_PATH if confidence >= threshold, ADJUDICATION otherwise.
Notes
-----
The comparison uses ``>=`` (greater-than-or-equal). A confidence value
exactly at the threshold is accepted on the fast path. This boundary
behavior is deterministic and tested by property tests.
"""
threshold = thresholds.resolve_threshold(document_type, event_type)
if confidence >= threshold:
return RouteDecision.FAST_PATH
return RouteDecision.ADJUDICATION