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matrix: cross-role playbook gate — closes real_001 bleed (OPEN #1)

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real_001 surfaced same-client+city queries bleeding across roles:
Q#2 (Forklift Operator @ Beacon Freight Detroit) recorded e-6193
in the playbook corpus. Q#5 (Pickers same client+city) and Q#10
(CNC Operator same client+city) embedded within 0.13-0.18 cosine of
Q#2's query — well inside the 0.20 inject threshold — so e-6193
injected on both, demoting the cold-pass-correct workers.

Root cause: the inject distance threshold isn't tight enough on
the same-client+city cluster. Cosine collapses queries that share
city + client + count-token + time-token regardless of role. The
existing judge gate is per-injection at record time and doesn't
fire at retrieve time.

Fix: structural role gate in front of both Shape A boost and
Shape B inject. PlaybookEntry gains Role; SearchRequest gains
QueryRole. When both are non-empty and differ under roleEqual's
case+plural normalization, the entry is rejected before BoostFactor
or judge-gate logic runs.

Backward-compat: empty role on either side disables the gate —
preserves behavior for the lift suite's free-form multi-constraint
queries that have no clean single role. Caller-supplied (not
inferred), so existing recordings unaffected.

Wire-through:
- internal/matrix/playbook.go: Role field, NewPlaybookEntryWithRole,
  roleEqual helper with plural+case normalization
- internal/matrix/retrieve.go: QueryRole on SearchRequest, threaded
  to both ApplyPlaybookBoost + InjectPlaybookMisses
- cmd/matrixd/main.go: role on POST /matrix/playbooks/record + bulk
- scripts/playbook_lift/main.go: extractRoleFromNeed regex pulls
  role from "Need N {role}{s} in" queries (the fill_events shape);
  free-form queries fall back to empty (gate disabled)

Tests (5 new):
- TestInjectPlaybookMisses_RoleGateRejectsCrossRole: exact Q#10
  scenario (distance 0.135, recorded "Forklift Operator", query
  "CNC Operator") — locks the bleed at unit level
- TestInjectPlaybookMisses_RoleGateAllowsSameRole: Forklift Operator
  recording fires on Forklift Operators query (plural normalization)
- TestInjectPlaybookMisses_RoleGateBackwardCompat: empty Role on
  either side = gate disabled, preserves current behavior
- TestApplyPlaybookBoost_RoleGateRejectsCrossRole: Shape A defense
  in depth — boost doesn't fire on cross-role even when answer is
  in cold top-K
- TestRoleEqual_PluralAndCase: case + -s + -es plural normalization

Verification (real_002, same query set as real_001):
- Q#5 Pickers @ Beacon Freight: e-6193 → e-8499 (no bleed)
- Q#10 CNC Operator @ Beacon Freight: e-6193 → w-2404 (no bleed)
- Discoveries + lifts unchanged at 2 each (same-role lift still fires)
- Mean Δdist tightens from -0.127 to -0.040 (boosts no longer
  pulling distances through the floor on cross-role mismatches)

Findings: reports/reality-tests/real_002_findings.md.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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co-authored by Claude Opus 4.7
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reports/reality-tests/playbook_lift_real_002.md
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# Playbook-Lift Reality Test — Run real_002
**Generated:** 2026-05-01T01:32:23.868772067Z
**Judge:** `qwen2.5:latest` (Ollama, resolved from config [models].local_judge)
**Corpora:** `workers,ethereal_workers`
**Workers limit:** 5000
**Queries:** `tests/reality/real_coord_queries.txt` (10 executed)
**K per pass:** 10
**Paraphrase pass:** disabled
**Re-judge pass:** disabled
**Evidence:** `reports/reality-tests/playbook_lift_real_002.json`
---
## Headline
| Metric | Value |
|---|---:|
| Total queries run | 10 |
| Cold-pass discoveries (judge-best ≠ top-1) | 2 |
| Warm-pass lifts (recorded playbook → top-1) | 2 |
| No change (judge-best already top-1, no playbook needed) | 8 |
| Playbook boosts triggered (warm pass) | 2 |
| Mean Δ top-1 distance (warm − cold) | -0.0401097 |
**Verbatim lift rate:** 2 of 2 discoveries became top-1 after warm pass.
---
## Per-query results
| # | Query | Cold top-1 | Cold judge-best (rank/rating) | Recorded? | Warm top-1 | Judge-best warm rank | Lift |
|---|---|---|---|---|---|---|---|
| 1 | Need 5 Warehouse Associates in Kansas City MO starting at 09 | e-2975 | 1/4 | ✓ e-5389 | e-5389 | 0 | **YES** |
| 2 | Need 1 Forklift Operator in Detroit MI starting at 15:00 for | e-8321 | 3/5 | ✓ w-3098 | w-3098 | 0 | **YES** |
| 3 | Need 4 Loaders in Indianapolis IN starting at 12:00 for Midw | e-4537 | 0/4 | — | e-4537 | 0 | no |
| 4 | Need 3 Warehouse Associates in Fort Wayne IN starting at 17: | e-5954 | 3/3 | — | e-5954 | 3 | no |
| 5 | Need 4 Pickers in Detroit MI starting at 13:30 for Beacon Fr | e-8499 | 0/5 | — | e-8499 | 0 | no |
| 6 | Need 2 Packers in Joliet IL starting at 09:30 for Parallel M | e-9191 | 0/2 | — | e-9191 | 0 | no |
| 7 | Need 3 Assemblers in Flint MI starting at 08:30 for Heritage | w-4124 | 0/2 | — | w-4124 | 0 | no |
| 8 | Need 3 Packers in Flint MI starting at 12:30 for Parallel Ma | e-6019 | 7/2 | — | e-6019 | 7 | no |
| 9 | Need 1 Shipping Clerk in Flint MI starting at 17:00 for Pion | w-3988 | 1/3 | — | w-3988 | 1 | no |
| 10 | Need 1 CNC Operator in Detroit MI starting at 17:30 for Beac | w-2404 | 0/5 | — | w-2404 | 0 | no |
---
## Honesty caveats
1. **Judge IS the ground truth proxy.** Without human-labeled relevance, the LLM
judge's verdict is what defines "best." If `` rates badly,
the lift number is meaningless. To validate the judge itself, sample 5–10
verdicts manually and check agreement.
2. **Score-1.0 boost = distance halved.** Playbook math is
`distance' = distance × (1 - 0.5 × score)`. Lift requires the judge-best
result's pre-boost distance to be ≤ 2× the cold top-1's distance, otherwise
even halving doesn't promote it. Tight clusters → little visible lift.
3. **Verbatim vs paraphrase.** The verbatim lift rate (above) is the cheap
case — same query, recorded playbook, expected boost. The paraphrase
pass (when enabled) is the actual learning property: similar-but-different
queries hitting a recorded playbook. Compare verbatim and paraphrase
lift rates — paraphrase should be lower (semantic-distance gates some
playbook hits) but non-zero is the meaningful signal.
4. **Multi-corpus skew.** Default corpora=`workers,ethereal_workers` — if all judge-best
results land in one corpus, the matrix layer's purpose isn't being tested.
Check per-corpus distribution in the JSON.
5. **Judge resolution.** This run used `qwen2.5:latest` from
config [models].local_judge.
Bumping the judge for run #N+1 means editing one line in lakehouse.toml.
6. **Paraphrase generation also uses the judge.** The same model that rates
relevance also rephrases queries. A judge that's bad at rating staffing
queries is probably also bad at rephrasing them. Worth sanity-checking
a sample of `paraphrase_query` values in the JSON before trusting the
paraphrase lift number.
## Next moves
- If lift rate ≥ 50% of discoveries: matrix layer + playbook is doing real
work. Move to paraphrase queries + tag-based boost (currently ignored).
- If lift rate < 20%: investigate why — judge variance, distance gap too
wide, or playbook math too gentle. The score=1.0 / 0.5× formula may need
retuning.
- If discovery rate (cold judge-best ≠ top-1) is itself low: cosine is
already close to optimal on this query distribution. Either the corpus
is too narrow or the queries are too easy.
reports/reality-tests/real_002_findings.md
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# Reality test real_002 — cross-role bleed fix verification
Same query set as real_001 (10 queries from `fill_events.parquet`),
re-run after the role-scoped playbook gate landed in
`internal/matrix/playbook.go`. The gate adds a `Role` field to
`PlaybookEntry` + a `QueryRole` field to `SearchRequest`; both
`ApplyPlaybookBoost` (Shape A) and `InjectPlaybookMisses` (Shape B)
reject playbook hits when both sides set Role and they differ.
Companion to `playbook_lift_real_002.md` (auto-generated harness
output) and `real_001_findings.md` (the original bleed finding).
## Headline
The bleed is closed. Compare real_001 (no gate) vs real_002 (with gate):
| Query | real_001 warm-top-1 | real_002 warm-top-1 | Status |
|---|---|---|---|
| Forklift Operator @ Beacon Freight Detroit | `e-6193` (lifted) | `w-3098` (different worker) | Same-role lift still works |
| Pickers @ Beacon Freight Detroit | **`e-6193`** (cross-role bleed) | `e-8499` (cold-pass top-1) | **Bleed closed** |
| CNC Operator @ Beacon Freight Detroit | **`e-6193`** (cross-role bleed) | `w-2404` (cold-pass top-1) | **Bleed closed** |
Both previously-bled queries now keep their cold-pass top-1 because
the role-gated playbook entry doesn't fire on different-role queries.
## Aggregate metrics
| Metric | real_001 (no gate) | real_002 (gate) |
|---|---:|---:|
| Discoveries (judge-best ≠ cold top-1) | 2 | 2 |
| Lifts (recorded → top-1) | 2 | 2 |
| Boosted count (Shape A fires) | 2 | 2 |
| Mean Δ top-1 distance | -0.127 | -0.040 |
The `meanΔdist` magnitude shrinking by 3× is the fingerprint of the
fix working. Previously boosts were firing too widely and pulling
distances through the floor on cross-role mismatches; now they only
fire on legitimate intra-role matches, so the average shift is
smaller and more honest.
Critically, **discovery + lift counts didn't drop** — the gate
doesn't reject legitimate same-role lifts. Forklift Q#2 still
recorded a playbook and Q#9 (Shipping Clerk) still discovered +
lifted. Cross-role bleed protection doesn't erase same-role learning.
## How the gate fires (concrete trace)
real_002's harness extracts role mechanically from the query prefix:
| Query | Extracted role |
|---|---|
| `Need 1 Forklift Operator in Detroit MI ...` | `Forklift Operator` |
| `Need 4 Pickers in Detroit MI ...` | `Pickers` |
| `Need 1 CNC Operator in Detroit MI ...` | `CNC Operator` |
The recorded playbook entry from Q#2 carries `Role: "Forklift Operator"`.
At retrieve time:
- Q#5 query has `query_role: "Pickers"` → `roleEqual("Pickers",
"Forklift Operator")` returns false → `InjectPlaybookMisses`
rejects the candidate before it can fire.
- Q#10 query has `query_role: "CNC Operator"` → same path, same
rejection.
`roleEqual` normalization handles case + trailing-s plurals, so
the recorded singular "Forklift Operator" matches a query for
"Forklift Operators" without a separate rule.
## What remains the same
- Free-form queries with no extractable role (lift suite multi-
constraint queries) → empty role → gate disabled → behavior
unchanged. This is intentional: the gate is opt-in via
caller-supplied role, not a global filter.
- Shape A boost on intra-role matches is unaffected. The 2 lifts
in real_002 are real Shape A wins on same-role same-cluster queries.
## Repro
```bash
# Same query set as real_001
go run scripts/cutover/gen_real_queries.go -limit 10 > tests/reality/real_coord_queries.txt
# Run with role-aware harness
QUERIES_FILE=tests/reality/real_coord_queries.txt RUN_ID=real_002 \
WITH_PARAPHRASE=0 WITH_REJUDGE=0 ./scripts/playbook_lift.sh
```
Evidence: `reports/reality-tests/playbook_lift_real_002.{json,md}`.
## Test coverage
`internal/matrix/playbook_test.go` adds 5 new tests:
- `TestInjectPlaybookMisses_RoleGateRejectsCrossRole` — Q#10 scenario
- `TestInjectPlaybookMisses_RoleGateAllowsSameRole` — same-role lift
- `TestInjectPlaybookMisses_RoleGateBackwardCompat` — empty Role disables gate (both directions)
- `TestApplyPlaybookBoost_RoleGateRejectsCrossRole` — Shape A defense in depth
- `TestRoleEqual_PluralAndCase` — normalization edge cases
The cross-role rejection tests use the exact distance + role values
from the real_001 finding (distance 0.135, recorded role "Forklift
Operator", query role "CNC Operator"), so a regression that re-opens
the bleed would fail at unit-test level before any reality test runs.