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model-right-sizer-signal-validation

Test whether a candidate real-work signal in `eval/token_ceiling_formula.py` (e.g. `context_ingestion_volume`, `investigative_uncertainty`, or new) deserves a nonzero default weight, via the blind multi-draw rating + correlation methodology this repo's research converged on. Ratings must come from genuinely independent sub-agent dispatches seeing ONLY a forward-looking task spec and the signal definitions — never a context holding the real actuals or this repo's retired write-ups, which would turn "blind rating" into transcribing the answer key. Dispatches 3+ independent draws per held-out task, computes per-signal CV and Pearson correlation (alone, and added to the signal sum — dilution, not weak correlation, is the dominant failure found twice), requiring replication on a SECOND held-out task before proposing a nonzero weight. Use when someone says "test this new signal", "does [signal] deserve a nonzero weight", "re-run the signal validation experiment", or "validate real-work signals against real data".

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model-right-sizer-signal-validation — test a candidate real-work signal, blind

This is the sibling of model-right-sizer-holdout-tuning, applied one layer down. That skill tests wording knobs in knobs.py against a real held-out build's actuals; this skill tests signal definitions in ../../eval/token_ceiling_formula.py the same way — does rating a candidate [0.0, 1.0] signal and summing it into the existing formula actually improve token_ceiling's fit to real cost, or does it just add noise wearing a plausible-sounding name?

It exists because this exact loop is how validation_loop_iterations, context_ingestion_volume, and investigative_uncertainty were each tested this pass — and because the second of those two rounds caught a real methodology bug worth never repeating (see the next section).

Before starting: read this incident, then the two files it produced

What went wrong once, and must not happen again. A first attempt at testing context_ingestion_volume/investigative_uncertainty generated all three "blind" draws inline, in a context that already held the real actual costs and this repo's own write-up explaining exactly why each unit missed its budget. Rating a signal high for a unit because a retired document already says that unit's miss was caused by exactly what that signal measures is not a blind prediction — it's transcribing the answer key and then reporting that it correlates with the answer. The result was a suspiciously clean correlation (r=0.989) that was the tell, not the win; it was discarded before reaching a results file, a test, or a weight. Read ../../eval/tuning/results/2026-08-22-second-signal-experiment-genuinely-blind.md for the full account, and ../../eval/tuning/results/2026-08-22-validation-loop-iterations-signal.md for the first (cleaner) signal-validation run this skill's steps below are otherwise modeled on. Also read ../../eval/token_ceiling_formula.py's own module docstring for the full current signal list, each one's exact definition/anchors, and which ones already carry a tested verdict.

What to do

  1. Pick the candidate signal and a held-out task. The candidate is either an already-shipped weight=0.0 signal awaiting more evidence (context_ingestion_volume, investigative_uncertainty) or a brand new one — if new, add it to token_ceiling_formula.py's API first (value AND weight defaulting to 0.0, exactly the pattern every prior signal used, so no existing caller's behavior changes) before testing it. Pick a held-out task from ../../eval/tuning/overfitting_guard.py's HOLDOUT_TASKS registry — prefer one this exact candidate hasn't been tested against before. Re-testing the same six chief-of-staff numbers a third or fourth time for the same signal is fitting to a fixed dataset, not new validation; if no fresh task exists yet, say so explicitly and treat the result as weaker evidence, not equivalent to a fresh check.

  2. The anti-contamination rule — read this before dispatching anything. Dispatch 3 or more separate Task/Agent calls (the tool name varies by runtime), each given only:

    • the full definition + 0.0/1.0 anchors for every signal being rated (copy them from token_ceiling_formula.py's docstring, don't paraphrase from memory — the same "anchor to the sheet" discipline the shipped agent already applies to pricing);
    • a forward-looking task specification for each unit — what it was asked to build, its tier — written fresh, not copied from a real outcome write-up.

    Each dispatch must never see: the real actual token costs, any eval/tuning/results/*.md write-up about what happened, the calibration ledger, or this skill's own prior findings for the same task. Do not generate the draws yourself inline, even carefully, even if you believe you can reason about it "as if blind" — the incident above happened despite that belief. A rating produced in a context that already holds the answer is not blind, full stop; there is no careful way to do it inline that isn't this same mistake with extra steps. If the runtime has no sub-agent dispatch available at all, stop and say so rather than substitute an inline rating.

  3. Aggregate the draws. For each unit, average each signal's value across the draws. Compute, per signal, the coefficient of variation (stdev / mean across the draws) — this is the noise-magnitude diagnostic, not a pass/fail gate by itself.

  4. Compute the correlation evidence — the actual bar. Using Pearson correlation against real actual cost (n = however many units the held-out task has):

    • the candidate signal alone;
    • the existing signal sum (every already-weight>0 signal, i.e. the shipped default) alone;
    • the existing signal sum plus the candidate at equal weight.

    A decent standalone correlation is not sufficient and has been misleading twice already — validation_loop_iterations (r=0.344 alone) and context_ingestion_volume (r=0.766 alone, genuinely blind) both looked plausible alone and both diluted the combined sum once added. The only signal so far to clear the real bar, investigative_uncertainty, did so by improving the combined sum (0.910 → 0.980), not by having the highest standalone number. Judge a candidate on the combined-sum delta, not the standalone figure.

  5. Do not treat the accuracy-classification metric (within_budget/over_budget) as decisive on a task whose real actuals already calibrated ADDITIVE_TOTAL_SPAN or REAL_WORK_SPAN. Checking the shipped formula's accuracy against the exact data its own constants were fit to is circular, not validation — the 2026-08-22-second-signal-experiment-genuinely-blind.md write-up names this explicitly. The accuracy metric is only informative on a task that has never been used to fit any constant this formula uses.

  6. Require replication before proposing a weight change. One held-out task passing the correlation bar is "promising, not proven" — the same verdict this skill's own prior runs reached. Only propose (never silently apply) a nonzero default weight once the SAME candidate clears the correlation bar on a second, different held-out task. This is a stricter bar than any single run so far has cleared, and that's intentional: flipping a default that every future blueprint row will inherit deserves more evidence than adding a candidate signal to the API in the first place did.

  7. Write it up and test it, win or lose. Add a dated results file under eval/tuning/results/ following the existing naming and honesty conventions — a null/negative result gets the same prominence as a positive one, and the write-up states plainly whether this run reused a task already used for this candidate. Add regression tests mirroring tests/model_right_sizer/test_token_ceiling_formula.py's existing test_*_dilutes_the_existing_signal_correlation/ test_*_improves_the_existing_signal_correlation pattern against the actual draws collected (embed the draws in the test, the same way the existing ones do, so the finding can't silently go stale). Add a short pointer section to eval/tuning/DESIGN.md.

  8. A weight change is a proposed diff for a human to review, never a same-run edit. Same discipline model-right-sizer-prompt-tuning and model-right-sizer-holdout-tuning already hold for their own winning changes — this skill's job ends at "here is the evidence and the proposed weight," not at merging it.

What this does NOT do

  • It does not accept an inline, self-authored "blind" draw under any framing — see the incident above. If genuine sub-agent dispatch isn't available, this skill cannot run; say so rather than approximate it.
  • It does not treat a single held-out task's positive correlation result as sufficient grounds to flip a default weight — replication on a second, different task is required first (step 6).
  • It does not re-fit REAL_WORK_SPAN/DISPATCH_FLOORS/ ADDITIVE_TOTAL_SPAN as part of validating a signal — those are held fixed; this skill is scoped to the signal's weight, not the formula's other constants. Re-fitting those too, in the same pass, would be adding free parameters against the same small dataset this whole program's overfitting_guard machinery exists to catch.
  • It does not silently change token_ceiling_formula.py's shipped default weights, the schema, or the shipped agent file — see step 8.
  • It does not replace model-right-sizer-holdout-tuning — that skill tests knobs.py's wording; this one tests token_ceiling_formula.py's signal weights. Use both where a task shape calls for either.

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