chore: capture semantic pipeline baseline
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# AI Project State
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## Current status
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## Current status (real LLM evaluation V1 — 2026-09-21)
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`BLOCKED_EXTERNAL_AI_CREDENTIAL` (implementation complete). The entire real-LLM
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evaluation pipeline is built and tested offline: OpenAI-compatible provider
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(`central/app/ai/llm_provider.py`, key only from Hub env, injectable transport),
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strict per-item validator (candidate-list confinement, abstain semantics, 1:1
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work_item_id, calibrated confidence in [0,1]), progressive batch probing (20/10/5),
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post-AI validator (active-dataset membership), metrics + A/B/C error attribution +
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confidence-bucket calibration (`central/app/ai/eval_metrics.py`), permanent result
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cache (`ai_eval_cache`, migration 0014) with zero-call re-execution proof, and the
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runner `central/scripts/run_real_llm_ncm_eval.py` (gold-first; silver/noisy only
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after the gate: selection accuracy >= 0.95 AND high-confidence wrong rate <= 0.02;
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artifacts REAL_LLM_NCM_EVALUATION_V1/_ERRORS_/_COST_). The runner refuses to call
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anything without `AI_API_KEY` and exits BLOCKED_EXTERNAL_AI_CREDENTIAL with the exact
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operator action. Zero LLM calls, zero Firebird writes, AI_WRITE_ALLOWED=false.
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Operator action: set AI_API_KEY (optionally AI_BASE_URL/AI_MODEL) in the Hub .env.
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## Semantic candidate retrieval V2 (2026-09-21)
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`NCM_RETRIEVAL_V2_GATE_PASSED`. Deterministic hybrid retrieval (hierarchical official
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corpus enriched with ancestor descriptions + KB commercial->NCM neighbor bridge +
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KB-derived abbreviation lexicon, 644 entries; weights 0.3/0.7; leave-one-out discipline
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after catching self-retrieval leakage) lifted candidate recall from 7.5%@50 (V1) to
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HYBRID 92%@20 / 93.5%@50, GOLD 95.4%@20/@50, MRR 0.84 — meeting the LLM liberation gate
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(GOLD@20 ≥ 0.80, @50 ≥ 0.90). Benchmark quality audit: GOLD 65 / SILVER 118 / NOISY 17.
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GTIN audit: 8,559 valid, 251 cross-tenant matches, 90 GTIN-conflicting NCMs surfaced.
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Reprocessing the 750 work items: 4 KB_EXACT + 16 KB_FINGERPRINT + 1 high-confidence
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retrieval + 143 single-official-candidate (CEST/EX) resolved deterministically; 511
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items (4,181 cells) still need LLM selection; projected cost $0.54 → $0.44. Zero LLM
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calls, zero Firebird writes, AI_WRITE_ALLOWED remains false. Artifacts:
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docs/NCM_RETRIEVAL_EVALUATION_V2.json, docs/NCM_RETRIEVAL_ARCHITECTURE_V2.md,
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docs/GTIN_KB_AUDIT_V1.json, docs/AI_RESIDUAL_PLAN_V2.json.
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## AI semantic layer V1 (2026-09-21)
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`AI_SEMANTIC_LAYER_V1_IMPLEMENTED`. The deterministic gate was closed
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(OFFICIAL_RULE_RESOLVABLE_REMAINING=0, ERP_DATA_RESOLVABLE_REMAINING=0) and the Hub now
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owns a Product Knowledge Base plus a deduplicated AI work-item queue. entry_scope now
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admits MIXED_OR_DYNAMIC (CFOP_ENTRADA becomes operation-dependent; no CFOP invented).
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KB seeded read-only from all 5 databases: 30,801 global products (8,559 GTIN), 35,065
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observations, 163 surfaced knowledge conflicts, idempotent load. 850 residual questions
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deduped into 750 work items (20 answered by KB cache alone). Budget-guarded cost plan:
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$0.54 estimated for 730 items (authorized, $0 spent — no AI credential exists here).
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The 200-sample NCM benchmark proved the honest floor: candidate recall@10 = 5.5%
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(ERP commercial wording vs official legal wording), so AI selection over closed
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candidates is capped there — READY_FOR_AI_ASSISTED_WRITE_V2=false with candidate
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generation as the named prerequisite. AI_WRITE_ALLOWED=false in V1: AI results stay
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AI_CANDIDATE_VALIDATED, never Firebird writes. Artifacts:
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docs/PRODUCT_KNOWLEDGE_BASE_V1.md, docs/AI_SEMANTIC_LAYER_V1.md,
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docs/AI_EVALUATION_V1.json, docs/AI_COST_PLAN_V1.json, docs/AI_RESIDUAL_PLAN_V1.json.
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`FISCAL_DATA_FOUNDATION_MOSTLY_COMPLETE`. Deploy/pilot work remains paused
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per the current mission's scope. The operator manually placed the 6 official
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