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refactor: build grading on OpenEnv Rubric system
Browse filesEach of the seven scoring dimensions is now an openenv.core.rubrics.Rubric
subclass in evaluation/rubrics.py, composed via WeightedSum inside a per-case
CaseRubric and an episode-level ChargebackOpsEpisodeRubric that is wired into
ChargebackOpsEnvironment.rubric. The legacy evaluation/grading.py functions
remain as thin adapters so every call site (env step, episode store, API,
audit tooling, tests) keeps its current contract and outputs are bit-for-bit
identical to the previous implementation.
Wins: env.rubric.named_rubrics() exposes the full grader tree, every
dimension gets register_forward_hook / last_score / state_dict for free,
and swapping a dimension (e.g. LLMJudge for the note rubric) is a one-line
change. Docs (README, AGENT.md, OPENENV.md) and the grader test are updated
to reflect the rubric integration.
- AGENT.md +3 -2
- OPENENV.md +1 -1
- README.md +17 -2
- evaluation/__init__.py +18 -0
- evaluation/grading.py +61 -183
- evaluation/rubrics.py +356 -0
- server/chargeback_ops_environment.py +4 -1
- tests/test_grader.py +24 -0
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@@ -380,7 +380,7 @@ When the agent submits a contest, it generates a representment note. The grader
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## The Grading System
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After all cases are resolved (or the step budget is exhausted), the
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### Strategy Correctness (25%)
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| `runners/baseline_runner.py` | The agent: decision pipeline, candidate generation, LLM integration, representment notes | ~1100 |
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| `server/chargeback_ops_environment.py` | The environment: step/reset/state, action execution, reward computation | ~500 |
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| `evaluation/
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| `scenarios/simulation.py` | Task definitions, case progress tracking, evidence metadata | ~600 |
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| `core/models.py` | Pydantic models for actions, observations, state, grading | ~600 |
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| `runners/inference.py` | OpenEnv-compatible inference entry point with provider fallback | ~200 |
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## The Grading System
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After all cases are resolved (or the step budget is exhausted), the grader scores each case across 7 dimensions. Each dimension is an OpenEnv `Rubric` subclass defined in `evaluation/rubrics.py`; they compose into a per-case `WeightedSum` and an episode-level `ChargebackOpsEpisodeRubric` that is wired into `env.rubric`. `evaluation/grading.py` keeps the legacy `score_case` / `grade_episode` API as a thin adapter over the rubric tree.
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### Strategy Correctness (25%)
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| `runners/baseline_runner.py` | The agent: decision pipeline, candidate generation, LLM integration, representment notes | ~1100 |
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| `server/chargeback_ops_environment.py` | The environment: step/reset/state, action execution, reward computation | ~500 |
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| `evaluation/rubrics.py` | OpenEnv `Rubric` subclasses for all 7 scoring dimensions, composed via `WeightedSum` | ~300 |
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| `evaluation/grading.py` | Legacy `score_case` / `grade_episode` adapter that delegates to the rubric tree | ~120 |
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| `scenarios/simulation.py` | Task definitions, case progress tracking, evidence metadata | ~600 |
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| `core/models.py` | Pydantic models for actions, observations, state, grading | ~600 |
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| `runners/inference.py` | OpenEnv-compatible inference entry point with provider fallback | ~200 |
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Round 1 evaluates environments on real-world utility (30%), task and grader quality (25%), environment design (20%), code quality (15%), and creativity (10%). Round 2 runs a standard agent against all qualifying environments to measure how well each environment discriminates between good and bad agent behaviour.
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ChargebackOps is built to perform well on both rounds: the 7-dimension
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Round 1 evaluates environments on real-world utility (30%), task and grader quality (25%), environment design (20%), code quality (15%), and creativity (10%). Round 2 runs a standard agent against all qualifying environments to measure how well each environment discriminates between good and bad agent behaviour.
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ChargebackOps is built to perform well on both rounds: the 7-dimension grader is implemented on top of OpenEnv's `Rubric` system (each dimension is a `Rubric` subclass composed via `WeightedSum` and wired into `env.rubric`, so the whole grader is introspectable, hookable, and checkpointable), it produces a clear difficulty curve (easy 0.96 → nightmare 0.47), and the typed action space with dense reward shaping gives any standard agent enough signal to learn the environment within a single episode.
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subgraph Core["Environment Core"]
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ENV["ChargebackOpsEnvironment\nstep() / reset() / state()"]
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SIM["Simulation Engine\nscenarios/simulation.py"]
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GRD["
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end
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subgraph Tasks["Task Sources"]
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## Grading
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7-dimension deterministic grader, weighted per case by financial impact:
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```mermaid
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python -m runners.inference
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```
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```bash
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# Docker
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docker build -t chargebackops .
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├── inference.py # Submission entry point
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├── openenv.yaml # OpenEnv spec
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├── core/ # Models, client, episode store
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├── evaluation/ #
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├── runners/ # Baseline agent, inference logic
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├── scenarios/ # Tasks, generator, ISO adapter
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├── server/ # FastAPI app, environment, Gradio demo
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subgraph Core["Environment Core"]
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ENV["ChargebackOpsEnvironment\nstep() / reset() / state()"]
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SIM["Simulation Engine\nscenarios/simulation.py"]
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GRD["OpenEnv Rubric Grader\nevaluation/rubrics.py"]
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end
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subgraph Tasks["Task Sources"]
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## Grading
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Each scoring dimension is a standalone `openenv.core.rubrics.Rubric` subclass. They compose into a per-case `WeightedSum` and an episode-level `ChargebackOpsEpisodeRubric` that the environment wires into `self.rubric`, so the whole grader is introspectable via `env.rubric.named_rubrics()`, hookable via `register_forward_hook`, and checkpointable via `state_dict()`. Swapping `NoteQualityRubric` for an `LLMJudge`, or wrapping any dimension in a `Gate`, is a one-line change.
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7-dimension deterministic grader, weighted per case by financial impact:
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```mermaid
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python -m runners.inference
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```
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Inspect the rubric tree on a live environment:
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```python
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from server.chargeback_ops_environment import ChargebackOpsEnvironment
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env = ChargebackOpsEnvironment()
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for name, r in env.rubric.named_rubrics():
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print(f"{name}: {type(r).__name__}")
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# case_rubric: CaseRubric
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# case_rubric.aggregator: WeightedSum
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# case_rubric.aggregator.rubric_0: StrategyCorrectnessRubric
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# ... (all 7 dimensions)
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```
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```bash
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# Docker
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docker build -t chargebackops .
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├── inference.py # Submission entry point
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├── openenv.yaml # OpenEnv spec
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├── core/ # Models, client, episode store
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├── evaluation/ # OpenEnv Rubric subclasses + legacy grader adapters
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├── runners/ # Baseline agent, inference logic
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├── scenarios/ # Tasks, generator, ISO adapter
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├── server/ # FastAPI app, environment, Gradio demo
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"""Grading and audit modules for ChargebackOps."""
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"""Grading and audit modules for ChargebackOps."""
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from .grading import grade_episode, grade_representment_note, score_case
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from .rubrics import (
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CaseRubric,
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ChargebackOpsEpisodeRubric,
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EpisodeGradingContext,
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GradingContext,
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)
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__all__ = [
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"grade_episode",
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"grade_representment_note",
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"score_case",
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"CaseRubric",
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"ChargebackOpsEpisodeRubric",
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"EpisodeGradingContext",
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"GradingContext",
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]
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"""Deterministic grading
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from __future__ import annotations
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try:
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from ..core.models import CaseScoreBreakdown, GraderReport
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from ..scenarios.simulation import CaseProgress, InternalCase, TaskScenario
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except ImportError: # pragma: no cover
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from core.models import CaseScoreBreakdown, GraderReport
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from scenarios.simulation import CaseProgress, InternalCase, TaskScenario
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-
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def grade_representment_note(
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note: str | None,
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case: "InternalCase",
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attached_ids: set[str],
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) -> float:
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"""Score a representment note from 0.0 to 1.0.
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Evaluates whether the note:
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- References required claims from the policy requirements
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- Avoids mentioning harmful evidence
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- Has sufficient substance (length and specificity)
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"""
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if not note or not note.strip():
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return 0.0
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text = note.lower()
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score = 0.0
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# Substance: minimum length for a coherent note
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word_count = len(text.split())
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if word_count >= 5:
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score += 0.2
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elif word_count >= 2:
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score += 0.1
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# Required claims coverage: does the note mention policy requirements?
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if case.policy_requirements:
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claims_hit = 0
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for req in case.policy_requirements:
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req_keywords = req.lower().split()
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if any(kw in text for kw in req_keywords if len(kw) > 3):
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claims_hit += 1
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score += 0.5 * _ratio(claims_hit, len(case.policy_requirements))
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else:
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score += 0.3 # No requirements to check
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# Evidence coherence: does the note reference attached evidence?
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evidence_refs = sum(1 for eid in attached_ids if eid.lower() in text or any(
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part in text for part in eid.lower().replace("-", " ").split() if len(part) > 3
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))
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if evidence_refs > 0:
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score += 0.15
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# Harmful mention penalty: derived from the case's actual harmful evidence.
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# Each case defines its own harmful artifacts, so the penalty adapts to
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# the specific dispute rather than matching a static keyword list.
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harmful_terms: set[str] = set()
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for items in case.evidence_by_system.values():
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for item in items:
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if item.harmful:
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for word in (item.title + " " + item.summary).lower().split():
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clean = word.strip(".,;:()")
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if len(clean) > 3:
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harmful_terms.add(clean)
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# Remove generic words that would cause false positives
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harmful_terms -= {"was", "the", "and", "for", "that", "with", "from", "time", "detail"}
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harmful_hits = sum(1 for term in harmful_terms if term in text)
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if harmful_hits > 0:
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score -= 0.12 * min(harmful_hits, 3)
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return max(0.0, min(1.0, score))
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step_count: int,
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) -> CaseScoreBreakdown:
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"""Score one case deterministically."""
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final_resolution = progress.final_resolution or "unresolved"
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attached_set = set(progress.attached_evidence_ids)
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required_attached = len(attached_set.intersection(case.required_evidence_ids))
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helpful_attached = len(attached_set.intersection(case.helpful_evidence_ids))
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harmful_attached = len(attached_set.intersection(case.harmful_evidence_ids))
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if final_resolution == case.optimal_strategy:
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strategy_correctness = 1.0
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elif final_resolution in case.acceptable_strategies:
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strategy_correctness = 0.35
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else:
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strategy_correctness = 0.0
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if final_resolution == "contest":
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if case.optimal_strategy != "contest" and "contest" not in case.acceptable_strategies:
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# Contesting a case that should not be contested — evidence is irrelevant
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evidence_quality = 0.0
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packet_validity = 0.0
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else:
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base_evidence_quality = 0.7 * _ratio(required_attached, len(case.required_evidence_ids))
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bonus = 0.3 * _ratio(helpful_attached, max(1, len(case.helpful_evidence_ids)))
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penalty = 0.25 * harmful_attached
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evidence_quality = max(0.0, min(1.0, base_evidence_quality + bonus - penalty))
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packet_validity = (
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1.0
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if required_attached == len(case.required_evidence_ids) and harmful_attached == 0
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else 0.0
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)
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else:
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if final_resolution in {"accept_chargeback", "issue_refund"}:
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if case.optimal_strategy == "contest":
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# Conceded a contestable case — evidence gathering was abandoned
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evidence_quality = 0.15
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packet_validity = 0.0
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else:
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evidence_quality = 1.0 if helpful_attached == 0 and harmful_attached == 0 else 0.7
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packet_validity = 1.0
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else:
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evidence_quality = 0.0
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packet_validity = 0.0
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resolution_step = progress.resolved_at_step if progress.resolved_at_step is not None else step_count
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deadline_compliance = 1.0
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if final_resolution == "unresolved":
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deadline_compliance = 0.0
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elif resolution_step > case.deadline_step:
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deadline_compliance = 0.0
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# --- Efficiency: penalise shallow operational behaviour ---
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wasted_actions = progress.duplicate_queries + progress.invalid_actions
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efficiency = max(0.0, 1.0 - min(0.9, wasted_actions * 0.1 + progress.submit_attempts * 0.05))
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# Penalty: over-querying a concedable case wastes steps
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if final_resolution in {"accept_chargeback", "issue_refund"} and case.optimal_strategy != "contest":
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systems_queried = len(progress.revealed_systems)
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if systems_queried > 2:
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efficiency -= 0.15 * (systems_queried - 2)
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# Penalty: retrieving policy too late to change the outcome
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if progress.policy_retrieved and resolution_step is not None:
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# The case was already being resolved, policy retrieval was wasted
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if final_resolution in {"accept_chargeback", "issue_refund"} and case.optimal_strategy in {
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"accept_chargeback", "issue_refund"
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}:
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# Correct concession but wasted a step on policy retrieval
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efficiency -= 0.08
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# Reward: early correct concession on a clearly bad case (≤3 steps used)
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if (
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final_resolution in {"accept_chargeback", "issue_refund"}
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and case.optimal_strategy in {"accept_chargeback", "issue_refund"}
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and resolution_step is not None
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and resolution_step <= 3
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):
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efficiency = min(1.0, efficiency + 0.1)
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efficiency = max(0.0, min(1.0, efficiency))
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if final_resolution == case.optimal_strategy:
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outcome_quality = 1.0
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elif final_resolution in case.acceptable_strategies:
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outcome_quality = 0.4
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else:
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outcome_quality = 0.0
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# Representment note quality (only relevant for contested cases)
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if final_resolution == "contest" and progress.representment_note:
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note_quality = grade_representment_note(progress.representment_note, case, attached_set)
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else:
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note_quality = 0.0
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weighted_score = (
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0.25 * strategy_correctness
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+ 0.20 * evidence_quality
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+ 0.15 * packet_validity
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+ 0.15 * deadline_compliance
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+ 0.10 * efficiency
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+ 0.10 * outcome_quality
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+ 0.05 * note_quality
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)
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note_parts = [case.resolution_summary]
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if harmful_attached:
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note_parts.append("Harmful evidence weakened the case.")
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note_parts.append("Case was never resolved.")
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| 195 |
elif step_count > case.deadline_step:
|
| 196 |
note_parts.append("Resolution happened after the deadline.")
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|
| 197 |
|
| 198 |
return CaseScoreBreakdown(
|
| 199 |
case_id=case.case_id,
|
| 200 |
-
strategy_correctness=round(strategy_correctness, 4),
|
| 201 |
-
evidence_quality=round(evidence_quality, 4),
|
| 202 |
-
packet_validity=round(packet_validity, 4),
|
| 203 |
-
deadline_compliance=round(deadline_compliance, 4),
|
| 204 |
-
efficiency=round(efficiency, 4),
|
| 205 |
-
outcome_quality=round(outcome_quality, 4),
|
| 206 |
-
note_quality=round(note_quality, 4),
|
| 207 |
-
weighted_score=round(
|
| 208 |
-
final_resolution=final_resolution,
|
| 209 |
-
notes=
|
| 210 |
)
|
| 211 |
|
| 212 |
|
|
@@ -217,7 +88,7 @@ def grade_episode(
|
|
| 217 |
episode_id: str,
|
| 218 |
completed: bool,
|
| 219 |
) -> GraderReport:
|
| 220 |
-
"""Grade a full episode."""
|
| 221 |
|
| 222 |
case_reports = [
|
| 223 |
score_case(case, progress_by_case[case.case_id], step_count)
|
|
@@ -225,7 +96,14 @@ def grade_episode(
|
|
| 225 |
]
|
| 226 |
total_weight = sum(case.weight for case in task.cases)
|
| 227 |
total_score = sum(report.weighted_score for report in case_reports)
|
| 228 |
-
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|
| 229 |
summary = (
|
| 230 |
f"Resolved {sum(1 for report in case_reports if report.final_resolution != 'unresolved')}/"
|
| 231 |
f"{len(case_reports)} cases with normalized score {normalized:.3f}."
|
|
|
|
| 1 |
+
"""Deterministic grading adapters that delegate to OpenEnv Rubric subclasses.
|
| 2 |
+
|
| 3 |
+
The real scoring lives in :mod:`evaluation.rubrics`. This module keeps the
|
| 4 |
+
legacy call sites (``score_case`` / ``grade_episode`` / ``grade_representment_note``)
|
| 5 |
+
stable so the environment, tests, and audit tooling do not need to change.
|
| 6 |
+
"""
|
| 7 |
|
| 8 |
from __future__ import annotations
|
| 9 |
|
| 10 |
try:
|
| 11 |
from ..core.models import CaseScoreBreakdown, GraderReport
|
| 12 |
from ..scenarios.simulation import CaseProgress, InternalCase, TaskScenario
|
| 13 |
+
from .rubrics import (
|
| 14 |
+
CaseRubric,
|
| 15 |
+
ChargebackOpsEpisodeRubric,
|
| 16 |
+
EpisodeGradingContext,
|
| 17 |
+
GradingContext,
|
| 18 |
+
grade_representment_note,
|
| 19 |
+
)
|
| 20 |
except ImportError: # pragma: no cover
|
| 21 |
from core.models import CaseScoreBreakdown, GraderReport
|
| 22 |
from scenarios.simulation import CaseProgress, InternalCase, TaskScenario
|
| 23 |
+
from evaluation.rubrics import (
|
| 24 |
+
CaseRubric,
|
| 25 |
+
ChargebackOpsEpisodeRubric,
|
| 26 |
+
EpisodeGradingContext,
|
| 27 |
+
GradingContext,
|
| 28 |
+
grade_representment_note,
|
| 29 |
+
)
|
| 30 |
|
| 31 |
|
| 32 |
+
__all__ = [
|
| 33 |
+
"grade_representment_note",
|
| 34 |
+
"score_case",
|
| 35 |
+
"grade_episode",
|
| 36 |
+
]
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|
| 37 |
|
| 38 |
|
| 39 |
+
_CASE_RUBRIC = CaseRubric()
|
| 40 |
+
_EPISODE_RUBRIC = ChargebackOpsEpisodeRubric()
|
| 41 |
+
|
|
|
|
|
|
|
|
|
|
| 42 |
|
| 43 |
+
def _build_case_notes(case: InternalCase, progress: CaseProgress, step_count: int) -> str:
|
| 44 |
final_resolution = progress.final_resolution or "unresolved"
|
| 45 |
attached_set = set(progress.attached_evidence_ids)
|
|
|
|
|
|
|
| 46 |
harmful_attached = len(attached_set.intersection(case.harmful_evidence_ids))
|
| 47 |
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|
| 48 |
note_parts = [case.resolution_summary]
|
| 49 |
if harmful_attached:
|
| 50 |
note_parts.append("Harmful evidence weakened the case.")
|
|
|
|
| 52 |
note_parts.append("Case was never resolved.")
|
| 53 |
elif step_count > case.deadline_step:
|
| 54 |
note_parts.append("Resolution happened after the deadline.")
|
| 55 |
+
return " ".join(note_parts)
|
| 56 |
+
|
| 57 |
+
|
| 58 |
+
def score_case(
|
| 59 |
+
case: InternalCase,
|
| 60 |
+
progress: CaseProgress,
|
| 61 |
+
step_count: int,
|
| 62 |
+
) -> CaseScoreBreakdown:
|
| 63 |
+
"""Score one case deterministically via the case rubric."""
|
| 64 |
+
|
| 65 |
+
ctx = GradingContext(case=case, progress=progress, step_count=step_count)
|
| 66 |
+
weighted = _CASE_RUBRIC(ctx, None)
|
| 67 |
+
dims = _CASE_RUBRIC.dimension_scores()
|
| 68 |
|
| 69 |
return CaseScoreBreakdown(
|
| 70 |
case_id=case.case_id,
|
| 71 |
+
strategy_correctness=round(dims["strategy_correctness"], 4),
|
| 72 |
+
evidence_quality=round(dims["evidence_quality"], 4),
|
| 73 |
+
packet_validity=round(dims["packet_validity"], 4),
|
| 74 |
+
deadline_compliance=round(dims["deadline_compliance"], 4),
|
| 75 |
+
efficiency=round(dims["efficiency"], 4),
|
| 76 |
+
outcome_quality=round(dims["outcome_quality"], 4),
|
| 77 |
+
note_quality=round(dims["note_quality"], 4),
|
| 78 |
+
weighted_score=round(weighted * case.weight, 4),
|
| 79 |
+
final_resolution=progress.final_resolution or "unresolved",
|
| 80 |
+
notes=_build_case_notes(case, progress, step_count),
|
| 81 |
)
|
| 82 |
|
| 83 |
|
|
|
|
| 88 |
episode_id: str,
|
| 89 |
completed: bool,
|
| 90 |
) -> GraderReport:
|
| 91 |
+
"""Grade a full episode via the episode-level rubric."""
|
| 92 |
|
| 93 |
case_reports = [
|
| 94 |
score_case(case, progress_by_case[case.case_id], step_count)
|
|
|
|
| 96 |
]
|
| 97 |
total_weight = sum(case.weight for case in task.cases)
|
| 98 |
total_score = sum(report.weighted_score for report in case_reports)
|
| 99 |
+
|
| 100 |
+
ctx = EpisodeGradingContext(
|
| 101 |
+
task=task,
|
| 102 |
+
progress_by_case=progress_by_case,
|
| 103 |
+
step_count=step_count,
|
| 104 |
+
)
|
| 105 |
+
normalized = float(_EPISODE_RUBRIC(ctx, None))
|
| 106 |
+
|
| 107 |
summary = (
|
| 108 |
f"Resolved {sum(1 for report in case_reports if report.final_resolution != 'unresolved')}/"
|
| 109 |
f"{len(case_reports)} cases with normalized score {normalized:.3f}."
|
|
@@ -0,0 +1,356 @@
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|
|
| 1 |
+
"""OpenEnv Rubric subclasses that power ChargebackOps grading.
|
| 2 |
+
|
| 3 |
+
Every scoring dimension is a standalone :class:`openenv.core.rubrics.Rubric`
|
| 4 |
+
so the whole grader can be introspected via ``named_rubrics``, captured via
|
| 5 |
+
``state_dict``, and swapped piecewise (e.g. replace :class:`NoteQualityRubric`
|
| 6 |
+
with an ``LLMJudge``). The per-case composite uses :class:`WeightedSum` with
|
| 7 |
+
weights that must sum to 1.0.
|
| 8 |
+
|
| 9 |
+
The rubrics take their inputs via a :class:`GradingContext` dataclass passed
|
| 10 |
+
as the ``action`` argument of :meth:`Rubric.forward`. The ``observation``
|
| 11 |
+
argument is ignored — ChargebackOps grading operates over deterministic
|
| 12 |
+
episode progress, not on the last observation payload. This keeps the rubrics
|
| 13 |
+
pure and unit-testable without an environment instance.
|
| 14 |
+
"""
|
| 15 |
+
|
| 16 |
+
from __future__ import annotations
|
| 17 |
+
|
| 18 |
+
from dataclasses import dataclass
|
| 19 |
+
from typing import Any
|
| 20 |
+
|
| 21 |
+
from openenv.core.rubrics import Rubric, WeightedSum
|
| 22 |
+
|
| 23 |
+
try:
|
| 24 |
+
from ..scenarios.simulation import CaseProgress, InternalCase, TaskScenario
|
| 25 |
+
except ImportError: # pragma: no cover
|
| 26 |
+
from scenarios.simulation import CaseProgress, InternalCase, TaskScenario
|
| 27 |
+
|
| 28 |
+
|
| 29 |
+
@dataclass(frozen=True)
|
| 30 |
+
class GradingContext:
|
| 31 |
+
"""Inputs one per-case rubric evaluation needs."""
|
| 32 |
+
|
| 33 |
+
case: InternalCase
|
| 34 |
+
progress: CaseProgress
|
| 35 |
+
step_count: int
|
| 36 |
+
|
| 37 |
+
|
| 38 |
+
@dataclass(frozen=True)
|
| 39 |
+
class EpisodeGradingContext:
|
| 40 |
+
"""Inputs the episode-level rubric needs."""
|
| 41 |
+
|
| 42 |
+
task: TaskScenario
|
| 43 |
+
progress_by_case: dict[str, CaseProgress]
|
| 44 |
+
step_count: int
|
| 45 |
+
|
| 46 |
+
|
| 47 |
+
def _ratio(numerator: int, denominator: int) -> float:
|
| 48 |
+
if denominator <= 0:
|
| 49 |
+
return 1.0
|
| 50 |
+
return max(0.0, min(1.0, numerator / denominator))
|
| 51 |
+
|
| 52 |
+
|
| 53 |
+
def _final_resolution(progress: CaseProgress) -> str:
|
| 54 |
+
return progress.final_resolution or "unresolved"
|
| 55 |
+
|
| 56 |
+
|
| 57 |
+
def _contest_is_valid(case: InternalCase) -> bool:
|
| 58 |
+
return case.optimal_strategy == "contest" or "contest" in case.acceptable_strategies
|
| 59 |
+
|
| 60 |
+
|
| 61 |
+
class StrategyCorrectnessRubric(Rubric):
|
| 62 |
+
"""Score final strategy: optimal=1.0, acceptable=0.35, else 0.0."""
|
| 63 |
+
|
| 64 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 65 |
+
ctx: GradingContext = action
|
| 66 |
+
final = _final_resolution(ctx.progress)
|
| 67 |
+
if final == ctx.case.optimal_strategy:
|
| 68 |
+
return 1.0
|
| 69 |
+
if final in ctx.case.acceptable_strategies:
|
| 70 |
+
return 0.35
|
| 71 |
+
return 0.0
|
| 72 |
+
|
| 73 |
+
|
| 74 |
+
class EvidenceQualityRubric(Rubric):
|
| 75 |
+
"""Score the evidence packet attached to the case.
|
| 76 |
+
|
| 77 |
+
Zeroes out (vacuous-truth fix) when the agent contests a case that was
|
| 78 |
+
never contestable — no evidence quality can rescue a wrong strategy.
|
| 79 |
+
"""
|
| 80 |
+
|
| 81 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 82 |
+
ctx: GradingContext = action
|
| 83 |
+
case = ctx.case
|
| 84 |
+
progress = ctx.progress
|
| 85 |
+
final = _final_resolution(progress)
|
| 86 |
+
|
| 87 |
+
attached_set = set(progress.attached_evidence_ids)
|
| 88 |
+
required_attached = len(attached_set.intersection(case.required_evidence_ids))
|
| 89 |
+
helpful_attached = len(attached_set.intersection(case.helpful_evidence_ids))
|
| 90 |
+
harmful_attached = len(attached_set.intersection(case.harmful_evidence_ids))
|
| 91 |
+
|
| 92 |
+
if final == "contest":
|
| 93 |
+
if not _contest_is_valid(case):
|
| 94 |
+
return 0.0
|
| 95 |
+
base = 0.7 * _ratio(required_attached, len(case.required_evidence_ids))
|
| 96 |
+
bonus = 0.3 * _ratio(helpful_attached, max(1, len(case.helpful_evidence_ids)))
|
| 97 |
+
penalty = 0.25 * harmful_attached
|
| 98 |
+
return max(0.0, min(1.0, base + bonus - penalty))
|
| 99 |
+
|
| 100 |
+
if final in {"accept_chargeback", "issue_refund"}:
|
| 101 |
+
if case.optimal_strategy == "contest":
|
| 102 |
+
return 0.15
|
| 103 |
+
return 1.0 if helpful_attached == 0 and harmful_attached == 0 else 0.7
|
| 104 |
+
|
| 105 |
+
return 0.0
|
| 106 |
+
|
| 107 |
+
|
| 108 |
+
class PacketValidityRubric(Rubric):
|
| 109 |
+
"""All-or-nothing: required evidence complete AND no harmful attached."""
|
| 110 |
+
|
| 111 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 112 |
+
ctx: GradingContext = action
|
| 113 |
+
case = ctx.case
|
| 114 |
+
progress = ctx.progress
|
| 115 |
+
final = _final_resolution(progress)
|
| 116 |
+
|
| 117 |
+
attached_set = set(progress.attached_evidence_ids)
|
| 118 |
+
required_attached = len(attached_set.intersection(case.required_evidence_ids))
|
| 119 |
+
harmful_attached = len(attached_set.intersection(case.harmful_evidence_ids))
|
| 120 |
+
|
| 121 |
+
if final == "contest":
|
| 122 |
+
if not _contest_is_valid(case):
|
| 123 |
+
return 0.0
|
| 124 |
+
if (
|
| 125 |
+
required_attached == len(case.required_evidence_ids)
|
| 126 |
+
and harmful_attached == 0
|
| 127 |
+
):
|
| 128 |
+
return 1.0
|
| 129 |
+
return 0.0
|
| 130 |
+
|
| 131 |
+
if final in {"accept_chargeback", "issue_refund"}:
|
| 132 |
+
if case.optimal_strategy == "contest":
|
| 133 |
+
return 0.0
|
| 134 |
+
return 1.0
|
| 135 |
+
|
| 136 |
+
return 0.0
|
| 137 |
+
|
| 138 |
+
|
| 139 |
+
class DeadlineComplianceRubric(Rubric):
|
| 140 |
+
"""1.0 if resolved on time, else 0.0."""
|
| 141 |
+
|
| 142 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 143 |
+
ctx: GradingContext = action
|
| 144 |
+
case = ctx.case
|
| 145 |
+
progress = ctx.progress
|
| 146 |
+
final = _final_resolution(progress)
|
| 147 |
+
|
| 148 |
+
if final == "unresolved":
|
| 149 |
+
return 0.0
|
| 150 |
+
resolution_step = (
|
| 151 |
+
progress.resolved_at_step
|
| 152 |
+
if progress.resolved_at_step is not None
|
| 153 |
+
else ctx.step_count
|
| 154 |
+
)
|
| 155 |
+
if resolution_step > case.deadline_step:
|
| 156 |
+
return 0.0
|
| 157 |
+
return 1.0
|
| 158 |
+
|
| 159 |
+
|
| 160 |
+
class EfficiencyRubric(Rubric):
|
| 161 |
+
"""Penalise wasted / redundant actions, reward early correct concessions."""
|
| 162 |
+
|
| 163 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 164 |
+
ctx: GradingContext = action
|
| 165 |
+
case = ctx.case
|
| 166 |
+
progress = ctx.progress
|
| 167 |
+
final = _final_resolution(progress)
|
| 168 |
+
|
| 169 |
+
wasted_actions = progress.duplicate_queries + progress.invalid_actions
|
| 170 |
+
efficiency = max(
|
| 171 |
+
0.0,
|
| 172 |
+
1.0 - min(0.9, wasted_actions * 0.1 + progress.submit_attempts * 0.05),
|
| 173 |
+
)
|
| 174 |
+
|
| 175 |
+
# Over-querying a concedable case is wasted exploration.
|
| 176 |
+
if final in {"accept_chargeback", "issue_refund"} and case.optimal_strategy != "contest":
|
| 177 |
+
systems_queried = len(progress.revealed_systems)
|
| 178 |
+
if systems_queried > 2:
|
| 179 |
+
efficiency -= 0.15 * (systems_queried - 2)
|
| 180 |
+
|
| 181 |
+
# Retrieving policy after the decision was already made is wasted.
|
| 182 |
+
if progress.policy_retrieved and progress.resolved_at_step is not None:
|
| 183 |
+
if final in {"accept_chargeback", "issue_refund"} and case.optimal_strategy in {
|
| 184 |
+
"accept_chargeback",
|
| 185 |
+
"issue_refund",
|
| 186 |
+
}:
|
| 187 |
+
efficiency -= 0.08
|
| 188 |
+
|
| 189 |
+
# Early correct concession bonus.
|
| 190 |
+
if (
|
| 191 |
+
final in {"accept_chargeback", "issue_refund"}
|
| 192 |
+
and case.optimal_strategy in {"accept_chargeback", "issue_refund"}
|
| 193 |
+
and progress.resolved_at_step is not None
|
| 194 |
+
and progress.resolved_at_step <= 3
|
| 195 |
+
):
|
| 196 |
+
efficiency = min(1.0, efficiency + 0.1)
|
| 197 |
+
|
| 198 |
+
return max(0.0, min(1.0, efficiency))
|
| 199 |
+
|
| 200 |
+
|
| 201 |
+
class OutcomeQualityRubric(Rubric):
|
| 202 |
+
"""Discrete outcome quality: optimal=1.0, acceptable=0.4, else 0.0."""
|
| 203 |
+
|
| 204 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 205 |
+
ctx: GradingContext = action
|
| 206 |
+
final = _final_resolution(ctx.progress)
|
| 207 |
+
if final == ctx.case.optimal_strategy:
|
| 208 |
+
return 1.0
|
| 209 |
+
if final in ctx.case.acceptable_strategies:
|
| 210 |
+
return 0.4
|
| 211 |
+
return 0.0
|
| 212 |
+
|
| 213 |
+
|
| 214 |
+
class NoteQualityRubric(Rubric):
|
| 215 |
+
"""Text-based representment note scorer (contest-only)."""
|
| 216 |
+
|
| 217 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 218 |
+
ctx: GradingContext = action
|
| 219 |
+
progress = ctx.progress
|
| 220 |
+
if _final_resolution(progress) != "contest" or not progress.representment_note:
|
| 221 |
+
return 0.0
|
| 222 |
+
return grade_representment_note(
|
| 223 |
+
progress.representment_note,
|
| 224 |
+
ctx.case,
|
| 225 |
+
set(progress.attached_evidence_ids),
|
| 226 |
+
)
|
| 227 |
+
|
| 228 |
+
|
| 229 |
+
def grade_representment_note(
|
| 230 |
+
note: str | None,
|
| 231 |
+
case: InternalCase,
|
| 232 |
+
attached_ids: set[str],
|
| 233 |
+
) -> float:
|
| 234 |
+
"""Score a representment note from 0.0 to 1.0.
|
| 235 |
+
|
| 236 |
+
Evaluates whether the note references required policy claims, mentions
|
| 237 |
+
attached evidence, has sufficient substance, and avoids harmful mentions.
|
| 238 |
+
"""
|
| 239 |
+
|
| 240 |
+
if not note or not note.strip():
|
| 241 |
+
return 0.0
|
| 242 |
+
|
| 243 |
+
text = note.lower()
|
| 244 |
+
score = 0.0
|
| 245 |
+
|
| 246 |
+
# Substance: minimum length for a coherent note.
|
| 247 |
+
word_count = len(text.split())
|
| 248 |
+
if word_count >= 5:
|
| 249 |
+
score += 0.2
|
| 250 |
+
elif word_count >= 2:
|
| 251 |
+
score += 0.1
|
| 252 |
+
|
| 253 |
+
# Required claims coverage: does the note mention policy requirements?
|
| 254 |
+
if case.policy_requirements:
|
| 255 |
+
claims_hit = 0
|
| 256 |
+
for req in case.policy_requirements:
|
| 257 |
+
req_keywords = req.lower().split()
|
| 258 |
+
if any(kw in text for kw in req_keywords if len(kw) > 3):
|
| 259 |
+
claims_hit += 1
|
| 260 |
+
score += 0.5 * _ratio(claims_hit, len(case.policy_requirements))
|
| 261 |
+
else:
|
| 262 |
+
score += 0.3
|
| 263 |
+
|
| 264 |
+
# Evidence coherence: does the note reference attached evidence?
|
| 265 |
+
evidence_refs = sum(
|
| 266 |
+
1
|
| 267 |
+
for eid in attached_ids
|
| 268 |
+
if eid.lower() in text
|
| 269 |
+
or any(part in text for part in eid.lower().replace("-", " ").split() if len(part) > 3)
|
| 270 |
+
)
|
| 271 |
+
if evidence_refs > 0:
|
| 272 |
+
score += 0.15
|
| 273 |
+
|
| 274 |
+
# Harmful mention penalty derived from each case's harmful evidence blobs.
|
| 275 |
+
harmful_terms: set[str] = set()
|
| 276 |
+
for items in case.evidence_by_system.values():
|
| 277 |
+
for item in items:
|
| 278 |
+
if item.harmful:
|
| 279 |
+
for word in (item.title + " " + item.summary).lower().split():
|
| 280 |
+
clean = word.strip(".,;:()")
|
| 281 |
+
if len(clean) > 3:
|
| 282 |
+
harmful_terms.add(clean)
|
| 283 |
+
harmful_terms -= {"was", "the", "and", "for", "that", "with", "from", "time", "detail"}
|
| 284 |
+
harmful_hits = sum(1 for term in harmful_terms if term in text)
|
| 285 |
+
if harmful_hits > 0:
|
| 286 |
+
score -= 0.12 * min(harmful_hits, 3)
|
| 287 |
+
|
| 288 |
+
return max(0.0, min(1.0, score))
|
| 289 |
+
|
| 290 |
+
|
| 291 |
+
# Weights must match the order of rubrics handed to WeightedSum and sum to 1.0.
|
| 292 |
+
CASE_DIMENSION_WEIGHTS: tuple[float, ...] = (0.25, 0.20, 0.15, 0.15, 0.10, 0.10, 0.05)
|
| 293 |
+
CASE_DIMENSION_NAMES: tuple[str, ...] = (
|
| 294 |
+
"strategy_correctness",
|
| 295 |
+
"evidence_quality",
|
| 296 |
+
"packet_validity",
|
| 297 |
+
"deadline_compliance",
|
| 298 |
+
"efficiency",
|
| 299 |
+
"outcome_quality",
|
| 300 |
+
"note_quality",
|
| 301 |
+
)
|
| 302 |
+
|
| 303 |
+
|
| 304 |
+
class CaseRubric(Rubric):
|
| 305 |
+
"""Per-case composite — weighted sum of the seven scoring dimensions."""
|
| 306 |
+
|
| 307 |
+
def __init__(self) -> None:
|
| 308 |
+
super().__init__()
|
| 309 |
+
self.aggregator = WeightedSum(
|
| 310 |
+
rubrics=[
|
| 311 |
+
StrategyCorrectnessRubric(),
|
| 312 |
+
EvidenceQualityRubric(),
|
| 313 |
+
PacketValidityRubric(),
|
| 314 |
+
DeadlineComplianceRubric(),
|
| 315 |
+
EfficiencyRubric(),
|
| 316 |
+
OutcomeQualityRubric(),
|
| 317 |
+
NoteQualityRubric(),
|
| 318 |
+
],
|
| 319 |
+
weights=list(CASE_DIMENSION_WEIGHTS),
|
| 320 |
+
)
|
| 321 |
+
|
| 322 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 323 |
+
return self.aggregator(action, observation)
|
| 324 |
+
|
| 325 |
+
def dimension_scores(self) -> dict[str, float]:
|
| 326 |
+
"""Return per-dimension scores from the most recent forward pass."""
|
| 327 |
+
|
| 328 |
+
scores: dict[str, float] = {}
|
| 329 |
+
for name, child in zip(CASE_DIMENSION_NAMES, self.aggregator._rubric_list):
|
| 330 |
+
scores[name] = float(child.last_score) if child.last_score is not None else 0.0
|
| 331 |
+
return scores
|
| 332 |
+
|
| 333 |
+
|
| 334 |
+
class ChargebackOpsEpisodeRubric(Rubric):
|
| 335 |
+
"""Episode-level rubric: aggregate per-case scores weighted by case.weight."""
|
| 336 |
+
|
| 337 |
+
def __init__(self) -> None:
|
| 338 |
+
super().__init__()
|
| 339 |
+
self.case_rubric = CaseRubric()
|
| 340 |
+
|
| 341 |
+
def forward(self, action: Any, observation: Any) -> float:
|
| 342 |
+
ctx: EpisodeGradingContext = action
|
| 343 |
+
total = 0.0
|
| 344 |
+
total_weight = 0.0
|
| 345 |
+
for case in ctx.task.cases:
|
| 346 |
+
case_ctx = GradingContext(
|
| 347 |
+
case=case,
|
| 348 |
+
progress=ctx.progress_by_case[case.case_id],
|
| 349 |
+
step_count=ctx.step_count,
|
| 350 |
+
)
|
| 351 |
+
case_score = self.case_rubric(case_ctx, observation)
|
| 352 |
+
total += case_score * case.weight
|
| 353 |
+
total_weight += case.weight
|
| 354 |
+
if total_weight == 0:
|
| 355 |
+
return 0.0
|
| 356 |
+
return min(1.0, total / total_weight)
|
|
@@ -11,6 +11,7 @@ from openenv.core.env_server.interfaces import Environment
|
|
| 11 |
try:
|
| 12 |
from ..core.episode_store import record_report
|
| 13 |
from ..evaluation.grading import grade_episode
|
|
|
|
| 14 |
from ..core.models import (
|
| 15 |
ActionTraceItem,
|
| 16 |
CaseQueueItem,
|
|
@@ -26,6 +27,7 @@ try:
|
|
| 26 |
except ImportError: # pragma: no cover
|
| 27 |
from core.episode_store import record_report
|
| 28 |
from evaluation.grading import grade_episode
|
|
|
|
| 29 |
from core.models import (
|
| 30 |
ActionTraceItem,
|
| 31 |
CaseQueueItem,
|
|
@@ -48,7 +50,7 @@ class ChargebackOpsEnvironment(
|
|
| 48 |
SUPPORTS_CONCURRENT_SESSIONS: bool = True
|
| 49 |
|
| 50 |
def __init__(self):
|
| 51 |
-
super().__init__()
|
| 52 |
self._task = get_task("goods_not_received_easy")
|
| 53 |
self._selected_case_id: str | None = None
|
| 54 |
self._last_action_result = "Environment initialized."
|
|
@@ -114,6 +116,7 @@ class ChargebackOpsEnvironment(
|
|
| 114 |
objective=self._task.objective,
|
| 115 |
)
|
| 116 |
self._reset_task_state()
|
|
|
|
| 117 |
return self._build_observation(reward=0.0, done=False)
|
| 118 |
|
| 119 |
def step(
|
|
|
|
| 11 |
try:
|
| 12 |
from ..core.episode_store import record_report
|
| 13 |
from ..evaluation.grading import grade_episode
|
| 14 |
+
from ..evaluation.rubrics import ChargebackOpsEpisodeRubric
|
| 15 |
from ..core.models import (
|
| 16 |
ActionTraceItem,
|
| 17 |
CaseQueueItem,
|
|
|
|
| 27 |
except ImportError: # pragma: no cover
|
| 28 |
from core.episode_store import record_report
|
| 29 |
from evaluation.grading import grade_episode
|
| 30 |
+
from evaluation.rubrics import ChargebackOpsEpisodeRubric
|
| 31 |
from core.models import (
|
| 32 |
ActionTraceItem,
|
| 33 |
CaseQueueItem,
|
|
|
|
| 50 |
SUPPORTS_CONCURRENT_SESSIONS: bool = True
|
| 51 |
|
| 52 |
def __init__(self):
|
| 53 |
+
super().__init__(rubric=ChargebackOpsEpisodeRubric())
|
| 54 |
self._task = get_task("goods_not_received_easy")
|
| 55 |
self._selected_case_id: str | None = None
|
| 56 |
self._last_action_result = "Environment initialized."
|
|
|
|
| 116 |
objective=self._task.objective,
|
| 117 |
)
|
| 118 |
self._reset_task_state()
|
| 119 |
+
self._reset_rubric()
|
| 120 |
return self._build_observation(reward=0.0, done=False)
|
| 121 |
|
| 122 |
def step(
|
|
@@ -1,4 +1,8 @@
|
|
| 1 |
from evaluation.grading import grade_episode
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2 |
from server.chargeback_ops_environment import ChargebackOpsEnvironment
|
| 3 |
from scenarios.simulation import get_task
|
| 4 |
|
|
@@ -14,3 +18,23 @@ def test_grade_episode_bounds():
|
|
| 14 |
completed=False,
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)
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assert 0.0 <= report.normalized_score <= 1.0
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| 1 |
from evaluation.grading import grade_episode
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| 2 |
+
from evaluation.rubrics import (
|
| 3 |
+
CASE_DIMENSION_WEIGHTS,
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| 4 |
+
ChargebackOpsEpisodeRubric,
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| 5 |
+
)
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| 6 |
from server.chargeback_ops_environment import ChargebackOpsEnvironment
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from scenarios.simulation import get_task
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| 8 |
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| 18 |
completed=False,
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| 19 |
)
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| 20 |
assert 0.0 <= report.normalized_score <= 1.0
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| 21 |
+
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| 22 |
+
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| 23 |
+
def test_environment_exposes_rubric_tree():
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| 24 |
+
"""The env must wire an OpenEnv Rubric that exposes all 7 scoring dimensions."""
|
| 25 |
+
|
| 26 |
+
env = ChargebackOpsEnvironment()
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| 27 |
+
assert isinstance(env.rubric, ChargebackOpsEpisodeRubric)
|
| 28 |
+
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| 29 |
+
names = {name for name, _ in env.rubric.named_rubrics()}
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| 30 |
+
expected = {
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| 31 |
+
"case_rubric",
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| 32 |
+
"case_rubric.aggregator",
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| 33 |
+
*(f"case_rubric.aggregator.rubric_{i}" for i in range(7)),
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| 34 |
+
}
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| 35 |
+
assert expected.issubset(names)
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| 36 |
+
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| 37 |
+
# Weights must sum to 1.0 (WeightedSum enforces this at construction but
|
| 38 |
+
# we lock the constant here so weight changes stay intentional).
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| 39 |
+
assert abs(sum(CASE_DIMENSION_WEIGHTS) - 1.0) < 1e-6
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| 40 |
+
assert len(CASE_DIMENSION_WEIGHTS) == 7
|