fix(escalation): require fresh consistent failure evidence

[pst2154]

Summary

• deduplicate equivalent Terminus raw-command and structured-tool serialization only in the escalation judge transcript
• require fresh, same-category failure evidence across distinct turns before switching
• preserve the maximum-one-switch and post-switch latch invariants
• add focused Rust coverage and a 40-task paired SWE-Atlas report

Benchmark evidence

On 20 RF and 20 TW tasks, the patched router scored 15/40 versus 10/40 for the original router and reduced switches from 9 to 5. Under the documented cached-token-aware synthetic rates, estimated cost fell from $1.171/task to $0.889/task. Direct GLM also scored 15/40 at $0.501/task, so this PR claims a false-positive fix and improvement over the original escalation policy, not superiority over the best fixed model.

Full methodology, task-level observations, formulas, limitations, and validation evidence are in benchmark/SWE_ATLAS_ESCALATION_REPORT.md.

Validation

• cargo fmt --all --check
• cargo clippy --workspace --all-targets --all-features -- -D warnings
• cargo test --workspace --all-features
• uv run ruff check .
• uv run mypy switchyard
• uv run maturin develop --uv
• uv run pytest tests/ -v

All passed on Rust 1.96.1. Pytest reported 115 passed, 2 deselected, and 2 subtests passed.

Summary by CodeRabbit

• Improvements
  • Escalation decisions now require consecutive, fresh findings in the same failure category. New findings in a different category start a new confirmation streak; declines or stale findings reset it.
  • Duplicate representations of the same command within a turn no longer count as repeated attempts. Recovery and adaptation are also considered when assessing escalation.
  • If an escalation judge is unavailable, an existing confirmation streak is preserved.
• Documentation
  • Updated guidance and configuration references to explain the confirmation rules and verdict details.

[linj-glitch]

I reviewed the latest rebased head. The fresh-evidence and same-category confirmation design makes sense, and the transcript-only Terminus deduplication is a good fit for the observed false positive. A few comments before merge:

1. The current head does not compile under cargo check -p switchyard-libsy. crates/libsy/src/algorithms/escalation.rs:170 calls JudgeClassifier::verdict without the new judge_models argument, and crates/libsy/src/algorithms/util/escalation.rs:382 calls collect_text without its new tool_commands argument. These look like omissions from the latest rebase; the validation recorded in the report appears to predate that head.

2. crates/libsy/src/algorithms/escalation.rs:177-182 logs the judge-generated reason at INFO. Bounding and stripping control characters prevents log injection but does not prevent the reason from echoing sensitive transcript content. I would keep category and new_evidence at INFO and either omit the reason or retain it only at DEBUG.

3. I read the benchmark as good evidence for fixing the concrete duplicate-serialization false positive, but not yet as evidence that escalation beats a fixed model generally. It is one stochastic trial per task; patched escalation ties direct GLM at 15/40 while remaining materially more expensive, and some switches occur very late. The report mostly states these limitations clearly.

Overall, the #637 direction is sound. The two build errors and logging level are the actionable items I found.

[pst2154]

Codex here — I addressed the actionable review feedback and pushed commit 8fd14f2b after rebasing onto current main.

• Passed the runtime Judge model list to JudgeClassifier::verdict.
• Updated collect_text callers for the new tool-command argument.
• Removed the judge-generated free-text reason from INFO logging; only the structured escalation fields remain.
• Updated the escalation tests to use the current runtime model map.
• Updated both server mock judges to emit the typed category/new_evidence verdict schema. The second fixture was found by the server state-ownership integration test during validation.
• Clarified the report with explicit post-rebase validation evidence. Its benchmark conclusion remains intentionally narrow: this supports the concrete false-positive fix, not a claim that routing generally beats the best fixed model.

Fresh validation used Rust 1.96.1 and Python 3.12: cargo fmt --all --check, workspace clippy with all targets/features, and workspace tests with all features all passed. That includes 323 libsy tests and all 56 server integration tests. No live provider calls were made.

[linj-glitch]

@pst2154 Thanks for addressing the build and logging feedback. I merged latest main (9cf6fadf) into this branch in 9d25230d. Local validation passed: 878 Rust tests (including all 56 server integration tests), with one skipped; formatting, workspace Clippy with all targets/features and warnings denied, and Ruff also passed.

Could you mark this PR Ready for review so we can proceed with the formal review?

Two items remain before merge approval: restore the continue decision evidence that is lost when calling judge.verdict() directly, and update the routing documentation that still says the judge's reason is logged. We can address those during review.

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📒 Files selected for processing (6)

• crates/libsy-llm-client/tests/observability.rs
• crates/libsy/src/algorithms/escalation.rs
• crates/libsy/src/algorithms/util/escalation.rs
• crates/libsy/src/prompts/escalation/deescalation.md
• docs/reference/toml_schema.md
• docs/routing_algorithms/escalation_router_routing.md

🚧 Files skipped from review as they are similar to previous changes (1)

• docs/routing_algorithms/escalation_router_routing.md

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---

Walkthrough

The escalation judge now returns structured verdicts with a category and fresh-evidence flag. The router uses these fields to manage confirmation streaks. Judge-facing transcripts remove fully matched same-turn command batches. Documentation, tests, and a benchmark report describe the updated behavior.

Changes

Escalation routing

Layer / File(s)	Summary
Judge transcript normalization crates/libsy/src/algorithms/util/escalation.rs	The transcript extractor removes a command batch only when every command matches a distinct same-turn tool call. Tests cover full, partial, missing, and duplicate matches.
Structured verdict contract crates/libsy/src/algorithms/util/escalation.rs, crates/libsy/src/algorithms/util/llm_judge.rs, crates/libsy/src/prompts/escalation/*, crates/switchyard-server/tests/server.rs	The verdict adds category and fresh-evidence fields. The prompt, schema, judge visibility, and test responses use the expanded verdict.
Category-aware confirmation and routing crates/libsy/src/algorithms/escalation.rs, crates/libsy/src/algorithms/util/escalation.rs, crates/libsy-llm-client/tests/observability.rs, docs/reference/toml_schema.md, docs/routing_algorithms/escalation_router_routing.md	Matching fresh-evidence verdicts advance the streak. A new category starts at one; a decline or stale evidence resets it; an unavailable judge preserves it. Tests and documentation describe these rules.
Benchmark results and validation benchmark/SWE_ATLAS_ESCALATION_REPORT.md	The report records reproducer observations, paired benchmark results, synthetic cost estimates, validation results, and remaining work.

Priority: ➖ Normal

Estimated code review effort: 3 (Moderate) | ~25 minutes

Merge Risk: ⚪ Minimal · up to 858a9

The escalation router now requires fresh, same-category failure evidence before switching. The previously open concerns appear addressed, and no concrete merge-blocking risk remains.

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly and concisely describes the main change: requiring fresh, consistent failure evidence before escalation switching.
Docstring Coverage	✅ Passed	Docstring coverage is 82.05% which is sufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 39 functions across 5 files. (3 skipped: 3 …
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

---

_{A rabbit checks the verdict trail
Fresh clues keep the streak in line
Matched commands leave text behind
New categories start anew
Then hops off with the tests all green}

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Actionable comments posted: 3

---

• 🪄 Fix CodeRabbit comments on this PR

🤖 Prompt to fix review comments

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Inline comments:
In `@crates/libsy/src/algorithms/escalation.rs`:
- Around line 162-165: Update the verdict handling in the escalation flow to
record “continue” evidence when a parsed verdict does not qualify for
escalation, including declined and positive-but-unconfirmed verdicts. Preserve
existing fail-open evidence when no verdict is available, and leave the pending
evidence for escalating verdicts unchanged.

In `@crates/libsy/src/algorithms/util/escalation.rs`:
- Line 318: Update the command-batch normalization flow at the early return so
it continues scanning after each match and removes every matched batch from the
assistant text. Track tool calls already matched across batches to preserve
one-to-one matching and leave unmatched batches unchanged.

In `@docs/routing_algorithms/escalation_router_routing.md`:
- Around line 169-171: Update the server-log description for parsed escalation
verdicts to mention only the logged escalate, category, and new_evidence fields;
remove the claim that the judge’s reason is logged or retained.

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---

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📥 Commits

Reviewing files that changed from the base of the PR and between 9cf6fad and 9d25230.

📒 Files selected for processing (9)

• benchmark/SWE_ATLAS_ESCALATION_REPORT.md
• crates/libsy/src/algorithms/escalation.rs
• crates/libsy/src/algorithms/util/escalation.rs
• crates/libsy/src/algorithms/util/llm_judge.rs
• crates/libsy/src/prompts/escalation/prompt.md
• crates/libsy/src/prompts/escalation/schema.json
• crates/switchyard-server/tests/server.rs
• docs/reference/toml_schema.md
• docs/routing_algorithms/escalation_router_routing.md

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[pst2154]

Codex here — I addressed the two remaining merge items plus the additional multi-batch normalization finding in 153648d6:

• restored continue outcome evidence for parsed non-escalation verdicts without overwriting unavailable-judge fail-open evidence or qualifying pending evidence;
• normalized every fully matched Terminus batch with one-to-one tool-call consumption across the complete assistant text;
• corrected the routing docs to state that only escalate, category, and new_evidence are logged, while the free-form reason is neither retained nor logged.

The branch is rebased onto current main (a601a9a3). Fresh validation on Rust 1.96.1 passed cargo fmt --all --check, workspace Clippy with all targets/features and warnings denied, and cargo test --workspace --all-features. No live provider calls were made.

[linj-glitch]

@pst2154 main moved under this branch: #662 (optional de-escalation policy) merged on Sept 29 and rewrote the same block of crates/libsy/src/algorithms/escalation.rs that this PR replaces, so GitHub reported the branch as conflicting. I merged current main (fbabf51) into the branch in 71fb296 rather than rebasing, so your commits are untouched; the repository squash-merges, so the merge commit disappears on merge. Here is how I resolved it, so you can check the reasoning.

Conflict hunks in escalation.rs

1. Imports and session-state keys: union of both sides. CATEGORY_KEY sits next to STREAK_KEY. The count / set_count helpers from feat(libsy): add optional de-escalation policy #662 replace this branch's streak() reader, so the efficient-phase code now uses count(state, STREAK_KEY).
2. Judge call: kept this branch's direct JudgeClassifier::verdict call (on the renamed escalation_judge field) and the same-category, fresh-evidence streak logic, with held.saturating_add(1) from feat(libsy): add optional de-escalation policy #662. The weak-cooldown early return from feat(libsy): add optional de-escalation policy #662 runs before the judge call, exactly as on main. The strong-phase review (review_capable) is untouched and still goes through score(), which reads only escalate.
3. Test helpers: kept both escalation_router_with_confirmations / escalation_router and feat(libsy): add optional de-escalation policy #662's deescalation_router / selected_over.

Changes beyond the conflict hunks

• New clear_streak helper that zeroes STREAK_KEY and removes CATEGORY_KEY. It is used where feat(libsy): add optional de-escalation policy #662 resets the streak on de-escalation release and on the strong_max_calls hard limit. Routing behaviour is unchanged (a stale category with a zero streak already counted from one); it only keeps the two state keys consistent.
• Both judges share EscalationVerdict and schema.json, and category / new_evidence are now required fields, so the strong-phase judge has to produce them too. I added a short paragraph to crates/libsy/src/prompts/escalation/deescalation.md defining them for STRONG_EVALUATION (retain: category names the trouble that caused the escalation and new_evidence says whether the newest strong-tier turn still shows it; release: none / false) and stated that the router reads only escalate in that phase. Please sanity-check that wording against your prompt changes.
• Converted the de-escalation judge fixtures from feat(libsy): add optional de-escalation policy #662 to the typed shape: nine in the escalation.rs tests and three in crates/libsy-llm-client/tests/observability.rs. With the old two-field shape they fail to parse and fail open, which breaks deescalation_evidence_stays_pending_until_confirmed and the de-escalation routing tests.
• Docs: merged the confirmations wording in docs/reference/toml_schema.md and the routing doc, kept feat(libsy): add optional de-escalation policy #662's sentence about the appended phase contract, and noted that category / new_evidence do not affect release.

Validation on Rust 1.96.1: cargo fmt --all --check, cargo clippy --workspace --all-targets --all-features --locked -- -D warnings, and cargo test --workspace --exclude prefill-router --exclude switchyard-py --locked (896 passed, 0 failed across 33 test binaries). The two excluded crates link pyo3 and this host has no libpython3.12 development library; neither touches escalation, and CI covers them together with the Python suite.

If you rebase again instead of building on this merge commit, the items above are what needs re-applying.

[linj-glitch]

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