clay-borg/specs/InnerLoop.md

# The Inner Loop — Assimilate and Surpass

Status: **v1.6** — corrected from CB-WP-0008 (stage 0) and ADR-0006 on
2026-08-01. Changes from v1.5: budgets measure the window they govern and
a breach never blocks its own repair (D1/D2); loop work cashes out into
something runnable in the pass that invents it (D4); the tier table
covers changes to the loop's own operation (D5).

> **What the budget is for (v1.7, CB-WP-0019 T05).** Most of what this
> project spends should go on **the task at hand**. Some of it must go on
> **control, review, and improving the process that carries the work
> forward** — a loop that never inspects itself accumulates exactly the
> defects this one keeps finding, and a loop that only inspects itself
> ships nothing. The budget names the split so that neither happens by
> drift.
>
> **Meta budget — soft, 20% of the trailing five passes.** Measured by
> `make status` from each workplan's `kind:` frontmatter (`product` |
> `meta` | `mixed`), over a **trailing 5-pass window**; the lifetime
> figure is reported as history and is not the metric (ADR-0006 D1).
>
> **The ratio and the window are a pair** — 20% over five is *one pass in
> five at normal cost*; the same number over three would mean *one in five
> and at half price*. `InnerLoopReference.md` §Meta budget has the
> arithmetic.
>
> **Soft on purpose.** A task already started may be finished — stopping
> mid-task to satisfy a ratio wastes the work and leaves the tree worse
> than either finishing or never starting. What the budget constrains is
> *opening* new meta work above the line, and it constrains it with two
> exemptions:
>
> 1. **Repairing the instrument that reports a breach is always in
>    budget.** A gate must never block its own remedy (ADR-0006 D2,
>    CB-RES-0005 §4). v1.5 had no such exemption, and the first thing it
>    did was forbid fixing the budget's own defect.
> 2. **The maintainer may authorize above-line work**, recorded as
>    `authorized_above_budget:` in the workplan frontmatter. Undocumented
>    above-line meta work is a violation the evidence file must report.
>
> **The phase setting is not a dial.** The split may move for a phase, but
> only **declared, argued, and expiring** — `meta_phase = { pct, reason,
> review_by }` in `gates.toml`, reverting to 20 on `review_by` unless
> re-argued. A setting with no reason or no expiry fails
> `status.py --self-test`, so the line cannot be raised quietly to pass a
> breach.
>
> A pass that exceeds it **says so in its evidence file and names the
> product work displaced**. That is the whole enforcement: a reporting
> budget, not a gate, for the same reason the session-shape budget is —
> it constrains judgment, not artifacts.

> **Loop work cashes out (v1.6, ADR-0006 D4).** A `meta` pass must ship at
> least one executable check, command, or gate. Findings that stay prose
> are recorded as findings and do **not** count as delivery.
>
> Measured basis and its falsifier: `InnerLoopReference.md` §Loop work
> cashes out — **cost tracks distance from a runnable check**.

> **Every gate is an experiment (v1.6, ADR-0006 D3).** Each standing
> control gate has an entry in `gates.toml` naming what it has caught, a
> `review_by` date, and what would retire it. `make gate-review` reports
> what is overdue and what has caught nothing; `loop-lint` fails when the
> registry drifts from the Makefile in either direction.

v1.4 — corrected from CB-WP-0005 (assertion coverage) on
2026-07-31. Change from v1.3: where a claim rests on numbers, the
adversarial reviewer must read the assertion behind each quoted number and
**mutate it** — re-running the command that prints a number is not
verification of that number (§Step 2).

v1.5 (meta budget), v1.3 (executable single source of fact), v1.2
(design goal: cheap correction over exhaustive prevention), v1.1
(instruments emit their own targets) and v1.0: see
`specs/InnerLoopReference.md` §Change log.

Normative process for building every Clay-Borg capability. Referenced by
all workplans.

**Design goal (v1.2).** Three passes produced ten error instances across
four classes, and every pass produced a class the previous one had not
seen — prevention is not converging. Every one of those errors was
corrected inside the same session for under ~1% of the pass. The loop
therefore optimizes for **cheap correction**: keep the raw data so numbers
can be re-derived, keep artifacts small and committed so a wrong number is
one grep from everywhere that quotes it, and give every reported number a
command so re-running is free.

> **Single source of fact.** A number, rate, or target lives in exactly
> one place; everywhere else links to it. Where a copy is unavoidable it
> is generated by a command, not typed. *(v1.2: a price sheet inlined into
> a spec went stale within the hour of the real sheet changing, and one
> acceptance figure had to be chased across three artifacts each time it
> moved. No positive control catches this — both copies are internally
> consistent — and re-derivation does not either, because the copy
> reproduces whatever it was copied from.)*
>
> **Now executable (v1.3, CB-WP-0004 T04):** `make facts-check`. `facts.toml`
> is generated from the instruments, never edited; an artifact quoting a
> registry value tags it `<!-- fact:<key> -->` and the gate fails when the
> two disagree. Untagged literal copies are reported, not failed — that is
> the drift surface still uncovered, and naming it is more useful than
> pretending it is closed.

The loop's own optimization target is **agentic efficiency**:
every artifact it produces must be small enough to load whole, structured
enough to act on without interpretation, and falsifiable enough that an
agent can judge its own work without a human in the iteration.

---

## The five steps

```text
1 RESEARCH  → research/CB-RES-NNNN-<slug>.md     (survey, baselines)
2 APPROVE   → decision recorded in the ADR        (gate: survey complete?)
3 DECIDE    → decisions/ADR-NNNN-<slug>.md        (assimilate/reimplement/hybrid)
4 SPECIFY   → specs/<Capability>.md               (contracts + acceptance metrics)
5 CODE LOOP → code + scenarios + benchmarks       (iterate until metrics beat baseline)
```

**Hard gate: no implementation code for a capability exists before its ADR
(step 3) is committed.**

## Loop tiers and the chaos roll

Every work packet declares a tier before work starts. The tier sets how
heavy steps 1–3 are; steps 4–5 (spec with metrics, code loop with evidence)
are never skipped for code-producing work.

| Tier | Weight of steps 1–3 | Structural trigger (forces at least this tier) |
|---|---|---|
| **L** | Full: separate survey, adversarial review, ADR | Creates a new capability port, or is named a high-leverage pass by the maintainer |
| **M** | Survey and ADR merged into one document; review optional | Touches a canonical interface, adds/updates an external dependency, **or changes whether or how the loop constrains its own operation** — budgets, gates, review requirements, or these tier rules (v1.6, ADR-0006 D5) |
| **S** | One provenance paragraph in the commit message | Everything else (utilities, fixes, refactors inside a boundary) |

**The chaos roll.** After deriving the structural tier, roll **d8**
(`shuf -i 1-8 -n 1`). On an **8**, the tier is instead picked uniformly at
random (`shuf -e S M L -n 1`), overriding the structural derivation — up or
down.

> **Window 1 closed 2026-08-02** at 12 declarations, 2 overrides, one each
> way, and **both changed the outcome** — so the mechanism was kept and
> the rate dropped d4 → d8 (CB-EV-0015 §5, CB-EV-0016 §4).
>
> **Window 2, opened 2026-08-03 at d8**, running to 12 declarations.
> Retirement condition: **retire if an override changes nothing twice
> running.**
>
> Record the roll every time, including when it changes nothing
> (`tier: L (structural L, chaos 8)`). Why the rate fell, why n=2 makes
> that the weakest part of the decision, and the dead rolls:
> `specs/InnerLoopReference.md` §Chaos roll — calibration.

Chaos limits: a rolled-down tier relaxes *process* weight only. Invariants
(zero foreign types in canonical interfaces, determinism, passing
conformance suites) bind at every tier, and a rolled-down pass touching a
canonical interface still requires the interface change to be flagged in
the commit for retrospective review.

### Step 1 — Research

Identify the best implementation in existence for this capability. Produce
`research/CB-RES-NNNN-<slug>.md` following the survey template (below).
The survey is done when it can name, per dimension, a concrete
**benchmark-to-beat**: a number, a property, or a reproducible comparison —
not an impression.

**Runnable-baseline option.** For passes judged high-leverage (declared by
the maintainer or proposed in the survey and confirmed in the ADR), cited
numbers are not enough: the survey must ship a reproducible **baseline
harness** that runs the leading candidate on our machine against our
workload — the same scenario files where feasible. The harness ships with a
*fidelity note* stating what was and wasn't faithfully reproduced, so a
hastily wired competitor setup cannot silently inflate our advantage.
Where the option is not invoked (or the candidate isn't practically
runnable), comparisons against cited-only numbers are **directional**: the
evidence verdict for those rows caps at `parity`, never `better`.

### Step 2 — Approve (adversarial review)

For tier-L passes, approval is earned through an **adversarial review**: a
separate session (or agent) attempts to break the work. Exactly **one
round**: challenge, then response. The work is approvable only when every
challenge is either answered with evidence or conceded and folded in.

**The review target follows the risk.** Reviewing the survey was the
original rule, and it is the wrong target for a capability whose claim
rests on numbers — every serious error in this project has been in
measurement or build configuration, not in prose.

| the claim rests on | the reviewer is given | and must attempt |
|---|---|---|
| a survey of candidates | the survey | an omitted candidate; a stale or unverifiable benchmark; an unmeasured claim presented as measured |
| **numbers** | the survey **and the harness and the evidence file** | **reproduce the number independently**; state what the harness would report if the work silently stopped |

**What review cannot do — state this, do not discover it.** A reviewer
re-derives the author's claims and therefore inherits the author's
sampling. So:

> **The reviewer re-derives on a different sample than the author used.**
> Where only one sample exists, the review says so rather than reporting a
> clean verify.
>
> **And re-derivation is not enough (v1.4).** Where the claim rests on
> numbers, the reviewer must **read the assertion behind each quoted
> number and mutate it**: invert the property and require the suite to go
> red. Re-running the command that prints a number satisfies "reproduce
> independently" and finds nothing of this class.
>
*Both cases that produced these rules — CB-WP-0005's inert `AM-7 replay`
clause and CB-WP-0002's same-sample dedup blind spot — are in
`InnerLoopReference.md` §Why review is adversarial execution.*

**What review demonstrably does do.** Measured across two passes:
**$0.66** and **$1.11**, roughly 1% of each pass, each finding
approval-blocking defects — in CB-WP-0002 a target that would have made
the evidence file certify a broken collector. The step pays for itself by
a wide margin and the cost is not a reason to skip it.

**Documentation requirement:** the research process, the challenge, and the
resulting improvements to the research are each documented in timestamped
markdown files under `history/`:

```text
history/YYMMDD-<slug>-research.md    # how the survey was conducted: sources,
                                     # queries, what was measured vs cited, dead ends
history/YYMMDD-<slug>-challenge.md   # the adversarial attack, verbatim
history/YYMMDD-<slug>-response.md    # answers/concessions and what changed in the survey
```

The polished survey artifact remains `research/CB-RES-NNNN-<slug>.md`; the
history files preserve the unpolished trail so a later reader can judge how
hard the survey was actually tested. For tier-M passes the review is
optional but, when performed, follows the same format. If not approvable
after the round, the loop returns to step 1 with the named gaps.

### Step 3 — Decide

`decisions/ADR-NNNN-<slug>.md`: assimilate behind a port, reimplement, or
hybrid — with the **expected advantage stated per dimension** (see rubric).
An honest "worse here, better there, and why that trade is right" beats a
claimed sweep of all four dimensions.

### Step 4 — Specify

`specs/<Capability>.md`: the contracts, invariants, and — mandatory — the
**acceptance metrics table**, each row tied to a baseline from step 1.
A spec without measurable acceptance criteria is not done. Metrics follow
the conventions in [MetricsAndScenarios.md](MetricsAndScenarios.md),
including the rule that metric selection itself passes through a mini
research step (metric provenance).

**Every metric names its instrument, and is checked reachable.** A row
in the acceptance table carries the command that produces its number.
A metric with no named instrument is a wish, not a metric.

**The instrument must exist, and the target must come out of it.**
Naming a command is not the same as running one. A target computed by
hand and merely *labelled* with a command is the same defect the rule
was written to stop, one level down. Where the instrument is built later
in the pass, the target is marked `provisional:` until the instrument
emits it, and the spec is amended to whatever the instrument returns.

*(v1.1, from CB-WP-0002: `specs/CostAccounting.md` AC-1 named
`cb-cost --pin fc76445` before that tool existed, and set the target to
a hand-computed $92.87. When the tool was built it returned $93.32 —
the hand computation carried a dedup bug the tool's own positive control
caught. The metric satisfied v1.0's rule completely and was still
wrong.)*

**A number inherited from earlier work is re-derived before it is used
as a target, or it is cited as unverified.** Quoting is not measuring.

*(v1.1, from CB-WP-0002: the workplan opened with $248.46, inherited
from a prior pass. Re-derivation put it at $92.21 — the quoted figure
double-counted transcript lines and priced a three-model session at one
model's rate. Neither error was of the harness-does-nothing class; both
sums ran over real data, and a positive control would have passed them.)*

**Retargeting: the instrument may move a target, the implementation may
not.** A metric's target changes in only two ways, and they are not
treated alike:

| | trigger | requirement |
|---|---|---|
| **corrected** | the instrument disproved the target — the target was computed by hand, or by an earlier tool with a defect | legitimate in the same commit, **provided the instrument's output is in that commit** |
| **retargeted** | the implementation missed the target and the target moves to accommodate it | requires an **ADR**: old target, the measurement, and why the new target binds on *future* work rather than merely passing present work |

The distinction is not the implementer's self-report of intent. It is
mechanical: **a correction is one where the target moves and the
implementation does not.** If the same commit changes both the target and
the code the target measures, it is a retarget and needs the ADR.

*(v1.1, from CB-WP-0002/0003: AM-4's targets were measured at 246,250 and
set at 250,000 in one commit by the implementer after seeing the number —
the structure this rule exists to stop. But CB-WP-0002 then moved AC-1
three times, correctly, each time because a new instrument disproved the
old figure ($92.21 → $92.87 → $93.32 → $93.15). A blanket prohibition
would have forbidden four legitimate corrections to catch one bad
retarget.)*

**Applied retroactively:** AM-4a and AM-4b are **unratified** until an ADR
is written or they are changed. They were set by the implementer after
seeing the measurement, in the commit that produced it, and the
implementation changed in that same commit — a retarget by the test above.
Tracked as an open item in `history/260731-inner-loop-rule-audit.md`.

**A metric is checked against the contracts in its own spec.** If a
contract makes a target unreachable, one of the two is wrong and the
conflict is resolved when it is noticed, not at the acceptance run.
Re-check the table whenever a contract is added.

*(v1.0, from CB-WP-0001: AM-4's ≤20-crate target was made unreachable by
the K5 and K7 contracts written after it, and AM-12's cost metric was
fully specified and never instrumented, so it could not be computed.)*

### Step 5 — Code loop

Implement iteratively. Each iteration:

```text
change → cb-check (fmt, clippy, tests) → scenarios → benchmarks
       → compare against acceptance table → evidence row appended
```

Done when every acceptance metric meets or beats its baseline and the
comparison numbers are committed as an evidence file
(`evidence/CB-EV-NNNN-<slug>.md`). A failed scenario must yield a replay
artifact an agent can re-execute locally.

#### Measurement validity — the positive control

**Every benchmark and harness must assert that it performed the work it
reports.** Completing without error is not evidence of having done
anything: a loop whose commands are all rejected runs fast and reports a
throughput for work that never happened.

Concretely, a measurement harness must, on every run:

- assert the unit of work produced its expected effect (events applied,
  rows written, moves accepted) — not merely that the call returned;
- fail loudly rather than report a number when that assertion fails;
- state the divisor used to convert raw timings into the metric's unit,
  pinned by a test so a workload change cannot silently rescale it.

**A number from a run that cannot prove it did the work is void** and
must not reach an evidence file.

**Every tool that reports a number exposes `--self-test`**, and that
self-test runs before the number is produced (`make cost` depends on
`make cost-test`). The assertion must name a failure it detects, not
merely exercise the happy path.

*(v1.0+, from CB-WP-0002: `cb-cost`'s dedup assertion fired on its first
run against real data and aborted, catching a rule that was verified on
206/206 groups of the main transcript and false in the 8-response
subagent tree. The generalization that failed — a property confirmed on
the largest sample assumed to hold on the smallest — is not one review
catches, because both the survey and the adversarial reviewer checked
the same large sample.)*

*(v1.0, from CB-WP-0001: both serious errors in the first pass were of
exactly this shape. A JS harness reported 8.4s for 100k moves while
every move was being rejected, and a Rust benchmark reported 9.3M
events/s — a 93× beat — while most rounds never completed because a
stress gate rejected one player's action. The corrected figure was 5.6×
lower. Adversarial review caught neither; both were claims about
numbers, and review reads prose.)*

#### Evidence states what it does not support

An evidence file that compares across runtimes, languages, or feature
sets **names the disanalogies explicitly**, in the same section as the
number. The reader must not have to infer that a ratio is not
like-for-like. This is the parity-cap rule applied to the write-up:
state the claim you will defend, and the claim you are not making.

---

---

## Reference material

The four-dimension rubric, the survey template, the implementation rules
each pass earned, the agentic-efficiency requirements, and the
definition of done live in
**[InnerLoopReference.md](InnerLoopReference.md)**. They are normative;
they are separated only so both files load whole.

*(Split 2026-07-31: this file reached 407 lines against its own ~400-line
loadability rule, and `make loop-lint` — added the same day to make that
rule executable — failed on the commit that pushed it over. The rule
caught its own author within an hour of being written.)*