"""Independently re-derive every numeric claim in the generated datasets. This deliberately does NOT import the generators' arithmetic. It parses the *question text* for its inputs, recomputes the answer from scratch (or, for the market set, from the source XBRL facts on disk), and compares against the number the stored response actually states. A shared helper would make a wrong formula agree with itself; re-deriving from the question is what makes disagreement detectable. Exit code is non-zero if any claim disagrees, so it can gate a release. """ from __future__ import annotations import json import re import sys from pathlib import Path ROOT = Path(__file__).resolve().parent.parent HR = ROOT / "datasets" / "hr" MKT = ROOT / "datasets" / "market" SEC = ROOT / "data" / "sec" / "companies.json" def close(stated: float, expected: float, decimals: int) -> bool: """Agree to within half a unit of the last digit the response displays. Precision has to come from the field's own format string, not one global tolerance: a rate rendered "62%" carries 62.5 underneath, while a ratio rendered "1.64" is pinned to two decimals. A single tolerance is necessarily either too loose for the ratios or too tight for the percentages — the first run of this script reported 61 mismatches, every one of them that mistake. """ return abs(stated - expected) <= 0.5 * 10 ** (-decimals) + 1e-9 def headline_number(text: str, unit: str) -> float | None: """Pull the first bolded figure of the given unit out of a response.""" if unit == "pct": m = re.search(r"\*\*([+-]?[\d,]+\.?\d*)%", text) elif unit == "usd": m = re.search(r"\*\*\$([\d,]+\.?\d*)", text) else: m = re.search(r"\*\*([\d,]+\.?\d*)\*\*", text) return float(m.group(1).replace(",", "")) if m else None # --------------------------------------------------------------------- HR --- def verify_hr() -> tuple[int, int, list[str]]: rows = [json.loads(l) for l in (HR / "hr_train.jsonl").read_text().splitlines()] rows += [json.loads(l) for l in (HR / "hr_eval.jsonl").read_text().splitlines()] checked, bad = 0, [] for r in rows: if r["task_family"] != "hr_analytics": continue q, a = r["instruction"], r["response"] # Must start on a digit: [\d,]+ also matches a bare comma in the prose. nums = [ float(x.replace(",", "")) for x in re.findall(r"\d[\d,]*(?:\.\d+)?", q.replace("$", "")) ] if "turnover rate" in q: start, end, leavers = nums[0], nums[1], nums[2] expected = leavers / ((start + end) / 2) * 100 got, decimals = headline_number(a, "pct"), 1 elif "cost per hire" in q: external, internal, hires = nums[0], nums[1], nums[2] expected = (internal + external) / hires got, decimals = headline_number(a, "usd"), 0 elif "time to fill" in q: days = sorted(nums[1:]) # nums[0] is the count of vacancies mid = len(days) // 2 expected = days[mid] if len(days) % 2 else (days[mid - 1] + days[mid]) / 2 m = re.search(r"\*\*Median ([\d.]+) days", a) got, decimals = (float(m.group(1)) if m else None), 1 elif "compa-ratio" in q: salary, midpoint = nums[0], nums[1] expected = salary / midpoint m = re.search(r"\*\*Compa-ratio ([\d.]+)\*\*", a) got, decimals = (float(m.group(1)) if m else None), 2 elif "budget for" in q: current, attrition, growth = nums[0], nums[1], nums[2] expected = current * attrition / 100 + current * growth / 100 m = re.search(r"\*\*About ([\d,]+) hires", a) got, decimals = (float(m.group(1).replace(",", "")) if m else None), 0 elif "offers" in q: offers, accepted = nums[0], nums[1] expected = accepted / offers * 100 got, decimals = headline_number(a, "pct"), 0 else: bad.append(f"{r['id']}: unrecognised analytics question") continue checked += 1 if got is None: bad.append(f"{r['id']}: no headline figure parsed") elif not close(got, expected, decimals): bad.append(f"{r['id']}: stated {got}, recomputed {expected:.3f} — {q[:70]}") return checked, len(rows), bad # ----------------------------------------------------------------- market --- def verify_market() -> tuple[int, int, list[str]]: rows = [json.loads(l) for l in (MKT / "market_train.jsonl").read_text().splitlines()] rows += [json.loads(l) for l in (MKT / "market_eval.jsonl").read_text().splitlines()] companies = {int(k): v for k, v in json.loads(SEC.read_text()).items()} checked, bad = 0, [] def fact(cik: int, field: str, year: int): return companies[cik]["facts"].get(field, {}).get(str(year)) for r in rows: fam, q, a, cik = r["task_family"], r["instruction"], r["response"], r["cik"] years = [int(y) for y in re.findall(r"(?:FY|\b)(20\d\d)\b", q)] if fam == "yoy_growth" and len(years) >= 1: field = "revenue" if "revenue" in q else "net_income" y1 = max(years) v0, v1 = fact(cik, field, y1 - 1), fact(cik, field, y1) if v0 is None or v1 is None or v0 == 0 or (v0 < 0) != (v1 < 0): continue # sign-flip and missing rows state no percentage by design expected = (v1 - v0) / abs(v0) * 100 if "Essentially flat" in a: # These deliberately omit a bolded percentage and print exact dollars. m = re.search(r"Exact figures: \$([\d,]+) to \$([\d,]+)", a) checked += 1 if not m or float(m.group(1).replace(",", "")) != v0 or float( m.group(2).replace(",", "") ) != v1: bad.append(f"{r['id']}: flat-case exact figures disagree with source") continue got = headline_number(a, "pct") checked += 1 if got is None or not close(got, expected, 1): bad.append(f"{r['id']}: stated {got}, recomputed {expected:.2f}% ({field} FY{y1})") elif fam == "margin_analysis" and years: kind = "gross" if "gross" in q else "operating" if "operating" in q else "net" field = {"net": "net_income", "operating": "operating_income", "gross": "gross_profit"}[kind] y = years[0] num, rev = fact(cik, field, y), fact(cik, "revenue", y) if num is None or not rev: continue expected = num / rev * 100 got = headline_number(a, "pct") checked += 1 if got is None or not close(got, expected, 1): bad.append(f"{r['id']}: stated {got}, recomputed {expected:.2f}% ({kind} margin FY{y})") elif fam == "cagr" and len(years) >= 2: y0, y1 = min(years), max(years) v0, v1 = fact(cik, "revenue", y0), fact(cik, "revenue", y1) if not v0 or not v1 or v0 <= 0 or v1 <= 0: continue expected = ((v1 / v0) ** (1 / (y1 - y0)) - 1) * 100 got = headline_number(a, "pct") checked += 1 if got is None or not close(got, expected, 1): bad.append(f"{r['id']}: stated {got}, recomputed {expected:.2f}% CAGR") elif fam == "ratio_analysis" and years: y = years[0] if "current ratio" in q or "short-term obligations" in q: ca, cl = fact(cik, "current_assets", y), fact(cik, "current_liabilities", y) if not ca or not cl: continue expected, got, decimals = ca / cl, headline_number(a, "plain"), 2 elif "debt-to-equity" in q or "leveraged" in q: li, eq = fact(cik, "liabilities", y), fact(cik, "equity", y) if not li or not eq or eq <= 0: continue expected, got, decimals = li / eq, headline_number(a, "plain"), 2 else: ni, eq = fact(cik, "net_income", y), fact(cik, "equity", y) if ni is None or not eq or eq <= 0: continue expected, got, decimals = ni / eq * 100, headline_number(a, "pct"), 1 checked += 1 if got is None or not close(got, expected, decimals): bad.append(f"{r['id']}: stated {got}, recomputed {expected:.3f} ({fam} FY{y})") elif fam == "news_extraction": m = re.search(r"```json\n(.*?)\n```", a, re.S) if not m: bad.append(f"{r['id']}: no JSON block") continue rec = json.loads(m.group(1)) y = rec["fiscal_year"] rev, ni = fact(cik, "revenue", y), fact(cik, "net_income", y) checked += 1 if rec["revenue_usd"] != int(rev) or rec["net_income_usd"] != int(ni): bad.append(f"{r['id']}: JSON dollars disagree with filed facts FY{y}") elif not close(rec["net_margin_pct"], ni / rev * 100, 1): bad.append(f"{r['id']}: JSON net margin disagrees with recomputation") elif fam == "news_fact_check": my = re.search(r"\*\*The FY(20\d\d) revenue figure is wrong", a) mv = re.search(r"Filed figure: \$([\d,]+)", a) checked += 1 if not my or not mv: bad.append(f"{r['id']}: fact-check response missing year or filed figure") continue rev = fact(cik, "revenue", int(my.group(1))) if rev is None or float(mv.group(1).replace(",", "")) != float(int(rev)): bad.append(f"{r['id']}: corrected figure disagrees with filed revenue") elif fam == "news_summary" and years: y1 = max(years) v0, v1 = fact(cik, "revenue", y1 - 1), fact(cik, "revenue", y1) if v0 is None or v1 is None or v0 == 0 or (v0 < 0) != (v1 < 0): continue # sign-flip bullets state no percentage by design got = headline_number(a, "pct") if got is None: continue # near-flat wording carries no bolded pct checked += 1 if not close(got, (v1 - v0) / abs(v0) * 100, 1): bad.append(f"{r['id']}: summary growth pct disagrees (FY{y1})") elif fam == "headline_sentiment" and years: y1 = max(years) rev0, rev1 = fact(cik, "revenue", y1 - 1), fact(cik, "revenue", y1) ni0, ni1 = fact(cik, "net_income", y1 - 1), fact(cik, "net_income", y1) if None in (rev0, rev1, ni0, ni1): continue g = None if rev0 == 0 or (rev0 < 0) != (rev1 < 0) else (rev1 - rev0) / abs(rev0) * 100 rev_up = (g or 0) > 0.1 or (g is None and rev1 > rev0) ni_up = ni1 > ni0 expected = ( "positive" if rev_up and ni_up and ni1 > 0 else "negative" if not rev_up and not ni_up else "mixed" ) m = re.search(r"\*\*(positive|negative|mixed)\*\*", a) checked += 1 if not m or m.group(1) != expected: bad.append(f"{r['id']}: tone label disagrees with recomputed rule (FY{y1})") elif fam == "news_commentary" and years: y1 = max(years) v0, v1 = fact(cik, "revenue", y1 - 1), fact(cik, "revenue", y1) m = re.search(r"([+-][\d.]+)% on the year", a) if m is None or v0 is None or v1 is None or v0 == 0 or (v0 < 0) != (v1 < 0): continue checked += 1 if not close(float(m.group(1)), (v1 - v0) / abs(v0) * 100, 1): bad.append(f"{r['id']}: commentary growth pct disagrees (FY{y1})") return checked, len(rows), bad def main() -> int: total_bad = [] print("Independent re-derivation of stated numeric claims\n") for name, fn in (("HR", verify_hr), ("Market", verify_market)): checked, rows, bad = fn() status = "OK" if not bad else f"{len(bad)} MISMATCH" print(f"{name:8s} {checked:5d} numeric claims re-derived across {rows} rows — {status}") for line in bad[:10]: print(f" {line}") if len(bad) > 10: print(f" ... and {len(bad) - 10} more") total_bad += bad print() if total_bad: print(f"FAIL: {len(total_bad)} claims disagree with independent recomputation") return 1 print("PASS: every re-derived claim matches the stated figure") return 0 if __name__ == "__main__": raise SystemExit(main())