docs(annotation): ADR-0012 per-item calibration partition#226
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saschagobel
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Approved, thanks. The ADR and design-doc additions capture a real decision clearly; I left only non-blocking comments around keeping the ADR leaner, avoiding duplication with the design doc, and tightening a few naming/scope details.
Document the decision to partition calibration vs production per annotation item (chunk for retrieval, record for grounding/generation) rather than per record_uuid. Implementation lands in follow-up PRs. - New ADR-0012 covering the option-set, statistical rationale (Kish design effect under naive bootstrap), strategic positioning, and out-of-scope future work. - README index entry for the new ADR. - annotation-import-pipeline.md gets a new section describing the per-record manifest schema (grounding_generation_calibration + retrieval_chunk_calibration) referenced by ADR-0012.
Remove PartitionManifestEntry schema block from Decision section - those details belong in the design doc, not the ADR. Trim Out-of-scope section to the one item directly implied by this decision (cluster-aware IAA); other roadmap items moved to backlog.
Merge verbose 'Context - design alternatives' and 'Strategic positioning' sections into a four-bullet 'Rationale' section, preserving the key statistical argument (Kish design effect) and the dependency point (per-record implies cluster-aware IAA work).
…tems Cap unit is the annotation item (chunks for retrieval, records for grounding/generation), not the record. Rename propagated through ADR-0012 and the design doc, including the at-import provenance field name.
Aligns with the existing naming convention (0010-annotation-..., 0011-annotation-...). References updated in decisions/README.md and design/annotation-import-pipeline.md.
…ading Remove reference to test_cap_under_split_imports_is_order_dependent_by_design which does not exist yet; order-dependence is still noted via assign_partitions. Rename 'Per-record manifest schema' heading to 'Partition manifest entry schema' to match the per-item framing throughout the section.
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saschagobel
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…ion assignment (#227) **Stack (4 PRs):** #226 → #227 → #228 → #229 (companion to standalone IAA fix #225) **Chain goal:** Switch calibration vs production assignment from per-`record_uuid` to per annotation item (chunk for retrieval, record for grounding / generation), with inheritable per-task fraction and absolute cap. **This PR (2/4):** Per-item partition logic + schema reshape + per-task fraction cascade. Ships the user-visible feature without the absolute cap (#229) or the API-hardening pass (#228). --- ## Scope ### Schema - `core/schemas/annotation_import.py`: `PartitionManifestEntry` replaces `calibration: bool` with `grounding_generation_calibration: dict[Task, bool]` (keyed by task) and `retrieval_chunk_calibration: dict[str, bool]` (keyed by `chunk_id`). Per-task `calibration_fraction_at_import` provenance. ### Partition logic - `core/annotation/record_builder.py`: `assign_partitions` buckets units via per-(task, unit) digest `hash(seed || task || unit_id)` against `fraction * 2^32` so per-task draws are statistically independent. `_enumerate_units` resolves the per-task unit list, `_write_unit` routes the bool back into the right per-record dict. - Returns `dict[str, PartitionManifestEntry]` as before; the `PartitionResult` bundle is extracted in #228. ### Settings cascade - `core/settings/annotation_settings.py`: `calibration_fraction` is now inheritable across deployment / workspace / task scopes via the `Inherit` sentinel pattern established in #206. `_check_calibration_topology` walks per-(ws, task) using resolved values. The `_inherit` walk is hoisted into a single helper so `resolved_task` no longer repeats the chain four times. ### API / CLI - `api/annotation_import.py`: `ImportResult` per-task dicts (`calibration_count`, `production_count`, `calibration_fraction`, `realised_calibration_fraction`) replace the scalar fields. - `cli/commands/annotation.py`: CLI output prints one line per task. ### Tests - Per-chunk routing independence, per-task seed independence, inheritance cascade, and per-(ws, task) topology validation. Manifest IO round-trip with the new shape. ## Breaking change Pre-v0 on-disk manifests with `calibration: bool` no longer load. Pragmata is pre-1.0; affected workspaces re-bootstrap by deleting `partition.meta.json` and re-importing. ## Why Per ADR-0012 (#226): per-item partition is the natural fit for the existing naive Krippendorff bootstrap and matches Argilla's per-item record creation. Per-task fraction cascade lets operators right-size each task independently (e.g. retrieval at 5%, grounding at 20%). ## Test plan - [x] `uv run python -m pytest tests/unit` (770 passing in this branch's worktree)
saschagobel
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… helpers (#228) **Stack (4 PRs):** #226 → #227 → #228 → #229 (companion to standalone IAA fix #225) **Chain goal:** Switch calibration vs production assignment from per-`record_uuid` to per annotation item (chunk for retrieval, record for grounding / generation), with inheritable per-task fraction and absolute cap. **This PR (3/4):** Pure refactor with no behaviour change. Tightens the api / core seam introduced in #227 so per-task fraction reporting and per-pair `record_uuid` derivation are each computed exactly once. --- ## Scope - `core/annotation/record_builder.py`: introduce `PartitionResult(assignments, pairs_by_rid, calibration_fraction)`. `assign_partitions` now returns this bundle; `fan_out_records(client, settings, *, partition)` consumes it and `_build_batches(pairs_by_rid, assignments)` iterates the rid map instead of recomputing `derive_record_uuid(pair)` per pair. - `core/annotation/record_builder.py`: replace `count_calibration_per_task` (returning `dict[Task, int]`) with `count_units_per_task` returning a `TaskUnitCounts(calibration, total)` frozen dataclass so the api layer gets both tallies in a single pass. - `api/annotation_import.py`: drop `_total_units_per_task` and `_resolve_per_task_fraction`. The api now reads `partition.calibration_fraction` directly and uses the merged `count_units_per_task` helper. ## Why After #227 lands, the api layer recomputes per-task fraction via its own workspace walk (`_resolve_per_task_fraction`), and `_build_batches` recomputes `record_uuid` for every pair even though `assign_partitions` already derived it. Both are wasted work; the natural fix is to surface the precomputed values via a bundle return type. This also unblocks the cap-related fields in #229 - `PartitionResult` is the obvious place to carry per-task cap resolution. Reviewer sanity check: assertions in `test_partition.py` move from `result[rid]` to `partition.assignments[rid]`; the values they check are unchanged. ## Test plan - [x] `uv run python -m pytest tests/unit` (770 passing)
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Stack (4 PRs): #226 → #227 → #228 → #229 (companion to standalone IAA fix #225)
Chain goal: Switch calibration vs production assignment from per-
record_uuidto per annotation item (chunk for retrieval, record for grounding / generation), with inheritable per-task fraction and absolute cap.This PR (1/4): Lands the ADR and the matching design-doc section before the implementation, so subsequent PRs can reference the decision and the schema shape.
Scope
docs/decisions/0012-per-item-calibration-partition.md(new): the decision, the option-set considered, Kish design-effect arithmetic justifying per-item over per-record under the existing naive Krippendorff bootstrap, strategic positioning vs LLM-judge mainstream + industry annotation services, consequences, out-of-scope future work, and references.docs/decisions/README.md: index entry for the new ADR.docs/design/annotation-import-pipeline.md: new "Per-record manifest schema" section describing thePartitionManifestEntryshape that feat(annotation): per-item PartitionManifestEntry + per-item calibration assignment #227 implements (grounding_generation_calibration+retrieval_chunk_calibration).Test plan