Files
Marius CiepluchandClaude Fable 5.1 381ea7b92d docs(corpus-seeded-mechanisms): close the spec after six review rounds
- tasks.md: all tasks checked; rounds 1-6 recorded with RED evidence,
  measured leave-one-out and admission numbers, and the recorded design
  deviations.
- spec.json: completed 2026-09-05.
- roadmap: corpus-seeded-mechanisms marked completed; the loop is closed
  end to end (export -> improve admits under the holdout clause -> scan
  searches -> reports name the mechanism).

Co-Authored-By: Claude Fable 5.1 <[email protected]>
Claude-Session: https://claude.ai/code/session_01T7XD7x5KonMdmGRkp63EQG
2026-09-05 15:37:32 +02:00

23 KiB

Implementation Plan

  • 1. Foundation: shapes and store fields

  • 1.1 Define structural shapes and derive them from a pair

    • Shape with language, sink name, arity, source positions and kinds, closed guard kind, mechanism id; derive_shape finds the labeled sink call site in the vulnerable FileIR, traces source positions through binds to a fact source, parameter, or container read, and classifies the guard from statements present only on the fixed side.
    • Shapes contain no path, line, or literal beyond identifiers.
    • Observable: a Python pair (request input into os.system, fix adds an allowlist) yields sink system, arity 1, source position 0, guard allowlist_test; an unlabeled sink returns None; the shape key is stable across runs.
    • Requirements: 2.1, 2.2, 2.3, 2.4
    • Boundary: Shape
  • 1.2 Add additive mechanism fields and a corpus writer with dedupe

    • Mechanism gains origin, review_tier, pairs, shape, guard with defaults; append_from_pair dedupes by shape key and extends provenance; old JSONL rows load unchanged.
    • Observable: appending the same shape from two pairs yields one row listing both pairs; a pre-existing sandbox row loads with origin = "sandbox".
    • Requirements: 1.3, 1.4
    • Boundary: Store
    • Depends: 1.1
  • 2. Core: export and search

  • 2.1 Export mechanisms from trusted pairs as a maintainer command

    • Only seeded and reviewed, non-known-limit, parse-ok pairs seed; the command runs offline over the vendored catalog and reports skipped pairs with reasons; extra-absent languages are skipped with a degradation.
    • Observable: ousast mechanisms export --slice sast writes corpus rows and reports the skipped title/advisory/known-limit pairs.
    • Requirements: 1.1, 1.2, 1.5, 2.5
    • Boundary: Export
    • Depends: 1.2
  • 2.2 Search a tree for variants and merge with overlay flows

    • For each parsed file within the MAP budget, call sites matching a shape's sink name, arity, and source positions (fact source, parameter, container read) produce variant findings at suspicion with the mechanism id; when the overlay has a flow at the same call site, its record gains mechanism_id and no duplicate finding is emitted.
    • Observable: the split-sink Python fixture yields a variant finding merged into the overlay coverage record; a constant-argument call does not match; quick emits no variants.
    • Requirements: 3.1, 3.2, 3.3, 3.6
    • Boundary: VariantSearch
    • Depends: 2.1
  • 2.3 Make variant findings sandbox-eligible and count them in the manifest

    • Variant findings enter the candidate set after overlay promotions under the existing safety check and caps; the manifest records mechanisms searched, files searched, findings, and merges.
    • Observable: with the fake sandbox a variant finding runs; the manifest variants block is present on standard scans and absent on quick.
    • Requirements: 3.4, 3.5, 6.2
    • Depends: 2.2
  • 3. Measurement: leave-one-out

  • 3.1 Evaluate the corpus leave-one-out

    • For each trusted pair, seed a temporary store from the others, search both excerpts, and score detection and silence with the pair rules; report per slice, profile, mechanism, and per pair which mechanism found it; write loo.json.
    • Observable: ousast pairs --slice vibe-py --loo --json reports recall, silence, Youden per slice/profile/mechanism and found_by per pair; the run is offline.
    • Requirements: 4.1, 4.2, 4.3, 4.4
    • Boundary: LOO
    • Depends: 2.2
  • 3.2 Record the leave-one-out baseline

    • Roadmap gains a leave-one-out table per slice next to the pair baselines; not a gate.
    • Observable: roadmap table present; gates unchanged.
    • Requirements: 4.4, 7.2
    • Depends: 3.1
  • 4. Integration: improve lever

  • 4.1 Add the mechanisms lever with a closed validator

    • MechanismEdit admit/retract by record id from the exporter's candidate set; validator rejects free-form shapes and unknown guard kinds; journal records pair provenance and metrics.
    • Observable: a free-form edit is rejected; an admit edit of an exported record passes validation and appears in the journal.
    • Requirements: 5.1, 5.2, 5.5
    • Boundary: Lever
    • Depends: 2.1
  • 4.2 Propose admissions from leave-one-out misses and retractions from leaks under the existing gate

    • Admit candidates that recover a currently missed holdout pair; retract admitted records that leak on holdout fixed sides; existing accept gate and per-profile clause decide; rejection reverts the store byte for byte.
    • Observable: a scripted candidate that recovers a holdout pair is accepted and persisted; one that leaks on a fixed side is rejected and the store is unchanged.
    • Requirements: 5.3, 5.4
    • Depends: 4.1, 3.1
  • 5. Integration: reports

  • 5.1 Show mechanism id, known fix guard, and provenance on findings

    • Markdown and SARIF show mechanism summary, guard shape, and pair provenance for findings carrying a mechanism id; variant findings are labeled suspicions unless raised.
    • Observable: a standard scan report on the split-sink fixture names the mechanism and its guard; SARIF properties carry the id.
    • Requirements: 6.1, 6.3
    • Depends: 2.2
  • 6. Validation

  • 6.1 Prove offline tests and unchanged gates

    • Unit and integration tests run without network, model, or sandbox; semantic-marked tests skip without the extra; detection, map, and local pair gates unchanged; extra-free suite green.
    • Observable: both pytest matrices green; gate entrypoints unchanged.
    • Requirements: 7.1, 7.2, 7.3
    • Depends: 2.3, 3.1, 4.2, 5.1

Implementation Notes

  • Spec approved by the maintainer in session 2026-09-05 ("continue with corpus-seeded-mechanisms"); approvals recorded in spec.json.
  • Task 1.1 (2026-09-05, RED first: 5 failing tests in tests/test_variants.py, ModuleNotFoundError: openultrasast.semantic.variants; then green): semantic/variants.py with Shape (language, sink_name, arity, source_positions, source_kinds, guard, mechanism; key()/to_dict()/from_dict() text-free), closed GUARD_KINDS/SOURCE_KINDS, derive_shape(vuln_ir, fixed_ir, *, function, sink, line, mechanism, facts, vuln_text, fixed_text). Deviation from the design signature: the two excerpt texts are passed in because guard statements (if x not in ALLOWED, if len(x) > n) are not call sites or binds in FileIR; the guard kind is classified from the lines of the labeled function that exist only on the fixed side, closed set, none when unknown; nothing of that text enters the shape. Source kinds trace argument identifiers through binds (fact-source pattern -> fact_source; subscript/.get(/request container -> container_read; parameter -> parameter), preferring fact_source, then parameter, then container_read. A constant-only sink call or a missing function/call site yields None.
  • Task 1.2 (2026-09-05, RED first: 3 failing tests in tests/test_mechanism_export.py — Mechanism lacked origin, append_from_pair missing; then green): additive Mechanism.origin/review_tier/pairs/shape/guard with defaults so sandbox rows load unchanged; MechanismStore.load() folds the append-only log by id (latest row wins) so a re-seeded shape carries the extended pairs; append_from_pair uses a deterministic id corpus:<sha1(shape.key())[:16]> so the improve lever can name records across machines; corpus_mechanisms() selects searchable rows. Existing order_promotions tests unchanged and green.
  • Review round 1 (2026-09-05) APPROVED 1.1 and 1.2 (reviewer re-simulated RED, ran six mutations, verified the import boundary and that sandbox rows load unchanged; isolated suite 493 / 480 green, statics and gates clean). Suggestions carried into group 2: trim _CONTAINER_READ to the design's subscript/.get( definition so no source vocabulary lives outside facts; intersect line and sink in _labeled_call; append_from_pair keeps the highest tier and accumulates provenance tags when a shape is re-seeded; sync design §Shape to the implemented signature.
  • Task 2.1 (2026-09-05, RED first: 4 failing tests in tests/test_mechanism_seed.py — ModuleNotFoundError: semantic.seed x3, argparse rejected mechanisms; then green): semantic/seed.py export_mechanisms(cases, store) seeds only seeded|reviewed, non-known-limit, parsing pairs with cached excerpts, skips with reasons (tier:<t>, known_limit:<why>, parse_failed, variants_language_unsupported + degradation, pointer_pair_not_cached, no_labeled_sink_call_site) and keeps catalog order; CLI ousast mechanisms export --slice S [--store P] [--json], default store .openultrasast/calibration/mechanisms.jsonl (the path the scan reads; the store module's DEFAULT_MECHANISM_LOG differs and is left alone). Discovery: vibe-py labels carry a function and a mechanism but no sink or line, so derive_shape gained a facts-driven fallback (the fact-sink call inside the labeled function, CWE-matching and non-constant first) and now intersects line and sink when both exist (round-1 suggestion); _CONTAINER_READ trimmed to subscript/.get(; append_from_pair keeps the highest tier and accumulates provenance tags. Measured export (offline, scratchpad stores): vibe-py 35 pairs -> 16 seeded, 10 records (7 pairs share execute/1 parameter; the 19 skips are absence-class labels — IDOR, open redirect, missing guard — with no sink call to shape); local 3 -> 0 (fixtures label no sink call site); sast 11 and vfc-js 17 -> 0, all tier:advisory as Req 1.2 requires. Guards are mostly none because Real-Vuln fixed twins are separate trap functions, not patched code.
  • Task 2.2 (2026-09-05, RED first: 3 failing tests in tests/test_variant_search.py, ImportError: match_shapes|VariantHit|search_tree; then green): variants.match_shapes(ir, shapes, facts, mechanism_ids=) matches trailing callee name + arity and requires every shape source position to carry a source of any kind (a shape learned from request.args fires on a parameter); constants and arity mismatches never match. New module semantic/variant_search.py (design deviation: the file plan put search_tree/hits_to_findings in variants.py, but they need the store, the overlay records and StaticFinding, which variants.py must not import): search_tree(root, targets, store, facts, max_mechanisms) -> SearchResult(hits, mechanisms_searched, files_searched, degradations); hits_to_findings merges a hit into an overlay promote/coverage record at the same path and line (mechanism_id set, no duplicate) and otherwise emits variant:<id>:<path>:<line> at suspicion with tags variant, mechanism:<id> and the pair provenance in the rationale. OverlayRecord.mechanism_id added (additive).
  • Task 2.3 (2026-09-05, RED first: 3 of 4 tests in tests/test_variant_scan.py failing — no variant finding, no overlay merge, variant not offered to the sandbox; the quick-mode test passed trivially and guards the invariant; then green): [variants] enabled=true, max_mechanisms=500 config; MAP runs _search_variants after the overlay (standard/deep only; skipped when facts fail to load), appends variant findings, rewrites overlay.json with merged ids, and the manifest carries variants = {mechanisms_searched, files_searched, findings, merged_into_overlay}; in REGRESS variant findings join the candidate list after the promotions with a zero-score hotspot each, under the same safety check and cap. Verified with the fake sandbox: a variant of a project-specific sink with no inventory rule is offered. Suite 504 passed / 4 skipped, extra-free 491 / 17, statics clean, three gates PASS.
  • Task 3.1 (2026-09-05, RED first: 3 failing tests in tests/test_loo.py — ModuleNotFoundError: semantic.loo x2, pairs --loo unknown flag; the two API tests went green on the first implementation): semantic/loo.py evaluate_loo(cases) holds every scorable pair out once (known_limit and uncached pointer pairs skipped with a reason), seeds a temporary store from the other seeded|reviewed pairs (advisory/title pairs are scored as targets, never teach), materializes both sides, runs search_tree, and scores: detected when a hit lies inside the labeled function and names the labeled mechanism or sink; silent when the fixed side yields no hit; found_by lists the record id and the pairs that taught it; metrics (pairs, detected, silent, recall, silence, Youden, teaching) per slice, profile and mechanism; to_dict() is the loo.json artifact. Shape derivation is duplicated from seed.py (_lessons) pending a shared helper once group 2 is accepted. First measurement, vibe-py vendored (35 pairs, 1.0 s): 11 detected (recall 0.314), 21 silent (0.600), Youden -0.086, 16 teaching pairs; per mechanism source_reaches_sink 27 pairs 9 detected / 19 silent, missing_auth_guard 4 / 2 / 2, permissive_default 3 / 0 / 0, path_join_user_input 1 / 0 / 0. The 14 leaks are the coarse execute/1 parameter shape firing on Real-Vuln's false-positive trap twins: the honest over-match rate the mechanisms lever (group 4) retracts on.
  • Review round 2 (2026-09-05) APPROVED 2.1, 2.2, 2.3 (reviewer re-simulated all three REDs, killed 11 of 12 mutants, ran the export offline in a network namespace and reproduced the counts, confirmed gates byte-identical to HEAD; judged the zero-score-hotspot candidate path a closer fit to Req 3.4 than the forced path). Suggestions carried into round 3: a test that a hit on a demote/no-flow overlay record is not merged (the surviving mutant); search_tree skips a malformed store row with variants_store_row_invalid instead of aborting the scan; design §VariantSearch/§Modified Files synced (SearchResult, regress/candidate.py untouched); _load_variants uses _int_value; the exporter passes line and sink together; no_labeled_function skip reason; one shared hotspot_from_finding helper.
  • Round-2 suggestions applied (2026-09-05): hits_to_findings covered by test_hits_never_merge_into_demoted_or_flowless_records; search_tree skips a malformed store row with variants_store_row_invalid (the store loader keeps the raw shape dict and validation happens where the shape is used); _load_variants uses _int_value; seed.pair_lessons(case, facts) is the one derivation shared by the exporter and leave-one-out and passes line and sink together; no_labeled_function skip reason; regress.candidate.hotspot_from_finding is the one zero-score hotspot helper (forced sev-5 inventory and variants); design §VariantSearch/§Modified Files synced. Task 3.1 CLI: pairs --slice S --loo [--loo-out P] writes loo.json (default reports/loo.json) and prints per-slice recall/silence/Youden/teaching; task 3.2: roadmap carries the leave-one-out table (vibe-py 11/35 detected, 21 silent, Youden -0.086, 16 teaching; local/sast/github/vfc-js 0 teaching because their tiers never seed or their labels name no sink call).
  • Task 4.1 (2026-09-05, RED first: 3 failing tests in tests/test_mechanism_lever.py, ImportError: MechanismEdit; then green after the store tombstone landed): MechanismEdit(action, mechanism_id, source, rationale) with lever mechanisms (VALID_LEVERS extended); EvolveValidator.validate_mechanism(edit, candidates) accepts only admit/retract of a record present in the exporter's candidate set with origin = corpus, a shape whose guard and source kinds are closed and whose sink_name/language/mechanism are identifiers (a forged guard if user not in ALLOWED or a sink os.system(cmd + ' ') is rejected); apply_mechanism_edits(edits, candidates, scan_store) -> StoreSnapshot appends the exporter record for admit and a retracted = true tombstone for retract (the log stays append-only; MechanismStore.load() folds tombstones away), StoreSnapshot.restore() is the byte-for-byte revert.
  • Task 4.2 (2026-09-05, RED first: 2 failing tests in tests/test_mechanism_loop.py — evaluate_mechanism_profiles missing, run_round rejected mechanism_candidates; then green): evolve.propose_mechanism_edits(holdout, candidates, scan_store) retracts admitted records that leak on a holdout fixed side and admits a candidate only when a trial store holding it alone recovers a currently missed holdout pair and leaks nowhere; evaluate_mechanism_profiles scores the holdout pairs with a given store per provenance profile (pairs, pair_correct = detected and silent, pass rate, Youden); run_round(..., mechanism_candidates=, mechanism_store=, scripted_mechanism_edits=) validates mechanism edits with the same validator, applies them after the rule gate passed, re-scores, and rejects with byte-for-byte revert on mechanism_leak:<id>, profile_regression:<profile> (the existing per-profile clause over the before/after store metrics) or mechanism_no_gain; reverted keys are blocked in later rounds like rule edits; the journal records each mechanism edit with its pair provenance and mechanisms_before/mechanisms_after. This is the closed loop: leave-one-out misses propose, holdout leaks retract, the gate decides, the store is the only thing that changes. Design deviation recorded: the gate for mechanism edits is the per-profile clause computed by variant search (the change they make) rather than by the overlay scorer, which cannot see mechanisms; the rule gate and its clause are unchanged.
  • Review round 3 (2026-09-05) APPROVED 3.1, 3.2, 4.1, 4.2 (reviewer re-simulated the three REDs, reproduced the roadmap table offline in a network namespace, confirmed no gate reads loo.json and gates byte-identical to HEAD, ran 16 mutants: 12 killed). Judged the variant-search-based per-profile clause for mechanism edits acceptable and required (design §Error Handling's leak row is only checkable through variant search). Carried into round 4: tests pinning the four surviving mutants (hit outside the labeled function, hit not naming the label, mechanism_no_gain, reverted mechanism keys re-proposed); forward search_tree degradations into LooResult; design §Lever sync (deviation, tombstone, reasons, score_pair_with_store); novelty gate keyed on the mechanisms lever regardless of rationale; exporter must not re-admit a standing tombstone (default --store to a candidates file); retraction allowed for admitted records absent from the candidate set; the not a and b or c precedence in the loop test.
  • Round-3 suggestions applied (2026-09-05): tests/test_loo.py pins containment and label naming (a sink call in a helper outside the labeled function and an off-label mechanism never count) and forwards search_tree degradations into LooResult.degradations (deduped); reverted_edit_keys blocks mechanism-lever keys regardless of rationale, and a scripted no-gain admission is rejected as mechanism_no_gain, reverted, and not re-proposed (tests/test_mechanism_loop.py); validate_mechanism(..., admitted=) allows retracting a record admitted in the scan store that left the candidate set; mechanisms export defaults to .openultrasast/calibration/mechanism-candidates.jsonl so the exporter never re-admits a standing tombstone (only the lever writes mechanisms.jsonl); the loop-test precedence fixed; design §Lever rewritten to the implemented gate (deviation, tombstone, reasons, score_pair_with_store, candidates file).
  • Task 5.1 (2026-09-05, RED first: 3 failing tests in tests/test_mechanism_reports.py — write_markdown_report/write_sarif_report rejected mechanisms=; the scan-level test stayed red until the CLI wiring; then green): the report writers take mechanisms: {id: {summary, guard, pairs, cwe}}; a finding cites a mechanism through its mechanism:<id> tag (variant) or its merged overlay record's mechanism_id; markdown shows Mechanism, Known fix guard, Learned from pairs per finding plus a ## Mechanisms section, SARIF properties carry mechanism_id, mechanism_summary, mechanism_guard, mechanism_pairs; variant findings keep suspicion; _search_variants returns the cited mechanisms from the store and _run_scan passes them to both writers. Reports without mechanisms are unchanged.
  • Task 6.1 evidence (2026-09-05): both pytest matrices green (see the numbers in round 4), semantic-marked tests skip without the extra, gate/map_gate/pair_gate verdicts and stdout unchanged (reviewers compared against git archive HEAD in rounds 2 and 3), no test needs network, model or sandbox (fake sandbox only). docs/examples.md and README.md name mechanisms export and pairs --loo.
  • Review round 4 (2026-09-05) APPROVED 5.1 (12 of 12 targeted mutants killed; Req 6.3 checked directly); REJECTED 6.1 and the feature on two records-and-portability points: tests/test_mechanism_lever.py symlinked this machine's absolute repository path, and the notes did not say the mechanisms lever was reachable only through run_round. Remediated: the test symlinks Path(__file__).resolve().parents[1] / "benchmarks"; instead of recording the gap, the lever is now threaded end to end — run_improvement(mechanism_candidates=, mechanism_store=) and ousast improve --mechanism-candidates/--mechanism-store/--no-mechanisms (defaults: <target>/.openultrasast/calibration/mechanism-candidates.jsonl -> mechanisms.jsonl next to it; active when the candidates file exists and the pair gate is on), RED-first (tests/test_mechanism_loop.py: the CLI round admitted nothing; then green: export -> candidates -> improve -> mechanisms.jsonl the scan reads, converging on no_proposals); RoundOutcome.mechanism_edits is populated; the merged-overlay report path is asserted end to end in tests/test_variant_scan.py (mutants M12/M13 now killed). Full suite 524 passed / 4 skipped, extra-free 511 / 17, statics clean, three gates PASS.
  • Review round 5 (2026-09-05) REJECTED 6.1 and the feature on three concrete points, fixed RED-first (2 failing tests captured in tests/test_mechanism_loop.py: --dry-run wrote the scan-time store; the documented export (cwd default) -> improve (target default) flow admitted nothing): improve now resolves candidates from the target's calibration dir, then the working directory's, and always writes the store under the target (where a scan of it reads); --dry-run copies the store to scratch so nothing under the target changes; --no-mechanisms and the absent-candidates guard are tested; the accepted round prints admit <id>/retract <id>; the roadmap paragraph that had split the leave-one-out table sits below it and records the measured admission state (4 records, human 0 -> 6 of 17, Youden +0.353 on the python-vulnerable target); design file plan no longer says "gate unchanged".
  • Review round 6 (2026-09-05) APPROVED 6.1 and the feature (FEATURE_GO): reviewer reproduced the documented default flow on a clean copy (export from cwd, improve benchmarks/manifests/python-vulnerable.toml --pair-catalog benchmarks/pairs/catalog.toml admits 4 records, human 0 -> 6 of 17, Youden +0.353, idempotent on re-run, --dry-run leaves the target untouched), ran every spec test and the export/LOO/scan commands with sockets blocked, killed the four round-5 mutants, and confirmed gates byte-identical to HEAD and the pre-spec commit. Cosmetic suggestions applied in the landing commit: argparse help strings name the real defaults, the dry-run test judges only the candidate-less round's stdout, the unneeded benchmarks/ symlink dropped from the default-flow test.
  • Seeding reads PairCase.review_tier from pair-corpus-honesty task 8.1; until it lands, sast and vibe-py rows default to advisory/seeded per that design and only vibe-py seeds.
  • Guard classification is heuristic and closed; none is allowed and reported, never used to demote.