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10 Commits
Author SHA1 Message Date
Mark Eaton 83339e313c v2 chunk 4: revert validator carve-out + expand publisher exceptions
Two follow-ups based on the chunk 3 verification re-run findings.

src/cmos/runtime_validator.py — revert chunk 3 fix #3 (carve-out)
  Chunk 3 fix #3 added a carve-out so shortened-form notes ("Rosen,
  7.", "Ettarh.") would pass the validator without italics, saving
  retry cost. Chunk 3 verification on the Anti-Communist draft
  showed the carve-out also let GPT-5's variance produce
  under-italicized variants of shortened forms WITH short titles
  (e.g., "A Restudy, 73." instead of the more CMOS-correct
  "*A Restudy*, 73."). The user explicitly chose accuracy over
  the cost saving and asked for the carve-out to be reverted.

  The strict italics check now applies uniformly. Simple shortened
  forms (Mitchell, 197., Ettarh.) get retried unnecessarily and
  waste API cost without producing better output. Shortened forms
  with short titles get a fair shot at the italicized version on
  the retry. Cost ↑, accuracy ↑.

  Removes _SHORTENED_FORM_RE, _looks_like_shortened_form, and the
  carve-out check from validate(). Updates module docstring with
  history note. Inverts the 2 carve-out tests in
  test_runtime_validator.py to assert shortened forms now FAIL
  the strict check, documenting the design intent for future
  reviewers.

src/cmos/note_formatter.py — expand rule 18 publisher exception list
  Chunk 3 verification showed [6] Batterson getting "NYU Press"
  expanded to "New York University Press", losing the publisher's
  canonical brand. Rule 18's exception list previously only named
  MIT Press, ALA Editions, and MLA. Expanded to include NYU Press,
  Routledge, IEEE Press, ACM Press, WHO Press, plus "Pew Research
  Center" as a non-Press canonical example.

  Also added a "when in doubt" guidance paragraph: if the
  abbreviation contains "Press" and is widely used as the
  publisher's own branding, leave it alone. The risk of losing a
  brand name (NYU Press) is worse than the risk of leaving an
  obscure abbreviation. v2 only.

Tests: 151/151 green (was 150). The +1 is the new NYU Press
prompt-content test; the 2 inverted runtime_validator tests stayed
at the same count.

Path B: runtime_validator change crosses the v1/v2 boundary
(shared infrastructure), per the same approval that authorized
the original chunk 3 fix #3. v1's bibliography formatter is
unaffected in practice because v1 outputs always have italics.
2026-04-11 20:32:10 -04:00
Mark Eaton 553240c153 v2 chunk 3: bug fixes from real-draft triage + polish
Six independent fixes addressing the Anti-Communist Formations of LIS
real-draft test findings (chunk 2c). Four are bug fixes for issues
that destroyed user data or wasted API calls; two are polish quality
improvements revisited from the deferred list.

src/cmos/note_formatter.py — empty input guard (fix #1)
  Empty / whitespace-only input now short-circuits the API entirely
  and returns the input verbatim. Surfaced by note [66] in the
  Anti-Communist draft, where GPT-5 broke character on empty input
  and returned a conversational meta-reply ("Please paste the
  citation entry...") that then got substituted into the document.
  Whitespace preserved so cli.reformat_notes is byte-exact on empty
  notes. v2 only.

src/cmos/note_formatter.py — deprecated Latin guard (fix #2)
  New Python guard catches the full CMOS-18-deprecated Latin
  citation set (ibid, idem, id., op. cit., loc. cit.) and returns
  input verbatim before the API call. Rule 10 in the prompt also
  rewritten: explicitly says "return verbatim" instead of the old
  "return cleanest possible full-form note", which the model
  interpreted as "return empty when there's no information",
  silently destroying the marker. Surfaced by note [61] = "Ibid.".
  v2 only.

src/cmos/runtime_validator.py — shortened-form carve-out (fix #3)
  The "must contain italics" check is now skipped when the
  candidate looks like a CMOS shortened-form note (author last
  name, optional page, no italic content). Surfaced by ~30 of 107
  notes in the Anti-Communist draft that were correctly returned
  as shortened forms ("Rosen, 7.", "Mitchell, 197.") but rejected
  by the validator's strict italic check, firing the full retry
  budget on valid output (~60 wasted API calls per run). The
  carve-out is conservative: name-token regex + terminal period;
  doesn't match unstructured prose. Shared infrastructure — affects
  v1 and v2, no-op in v1's normal workflow because v1 outputs
  always have italics.

src/cmos/note_formatter.py — substantive prose pass-through (fix #4)
  Long discursive prose with no citation skeleton markers now
  short-circuits the API and returns the input verbatim. Surfaced
  by notes [8] (689 chars), [9] (893 chars), [75] (163 chars) in
  the Anti-Communist draft — substantive notes that the formatter
  was extracting a single citation from and silently discarding
  the surrounding commentary. CMOS 14.39 explicitly allows
  substantive notes; preserving them is the user's explicit policy
  ("preserve all free text as long as that does not break other
  formatting"). Detection: length > 150 chars AND no citation
  skeleton markers (parenthesized year, URL, vol./no./pp., DOI,
  terminal page or terminal year). Conservative — does not
  false-positive on legitimate first-occurrence notes. v2 only.

src/cmos/formatter.py + note_formatter.py — month/season preservation
  (polish #5)
  Both v1 rule 10 (journal article format) and v2 rule 5 (journal
  article note form) now explicitly instruct the model to preserve
  (Month YEAR) and (Season YEAR) parentheticals when the source
  provides them. Surfaced by entries in both Reading_Disrepair and
  Anti-Communist where (Spring, 1993) and August 1952 were silently
  collapsed to (1993) and 1952. Both forms are valid CMOS but
  month/season is more informative when the source has it. Affects
  v1 and v2 in mirror.

src/cmos/note_formatter.py — government documents rule 19 (polish #7)
  v2 now has an explicit rule mirroring v1's rule 27: government
  bodies, institutional reports, and similar standalone documents
  get italicized titles and book-form treatment, NOT quoted-article
  treatment. Includes the Anti-Communist Senate of California
  Tenth Report and a hypothetical GAO example. Implicit handling
  worked in chunk 2c, but explicit rule provides regression
  protection. v2 only.

Tests: +14 net new (across test_note_formatter.py, test_formatter.py,
test_runtime_validator.py). Total suite 150/150 (was 136 before this
chunk). All v1 tests still passing.

Path B status: formatter.py and runtime_validator.py edits cross
the v1/v2 boundary, but only by user-explicit approval per the
relevant fix discussions. The shared validator was always shared;
the v1 formatter rule 10 mirror is a small additive edit that
doesn't affect the v1 prompt's existing behavior on its existing
inputs.
2026-04-11 20:06:59 -04:00
Mark Eaton 45f51c6341 v2 chunk 2c: numbered-note format support + real-draft test
Extend the v2 parser and CLI to handle [N] text footnote definitions
in addition to pandoc-style [^marker]: text. The numbered format is
what docx-to-text conversion of footnoted Word documents produces.
The user's "Anti-Communist Formations of LIS" draft uses this format
for all 107 of its notes; without this support, v2 was structurally
incapable of running on real-world docx-derived inputs.

src/cmos/parser.py:
- Add NoteDefinition.original_prefix field so reassembly can
  round-trip the source's marker syntax (pandoc input → pandoc
  output, numbered input → numbered output) without consumers
  needing to know which format was matched.
- Update find_notes() to populate original_prefix as "[^N]: ".
- Add find_numbered_notes() targeting "[N] text" definitions.
  Marker must be all digits (rejects [Smith 2020], [foo], etc.);
  caret prefix is rejected (rejects pandoc-style cleanly).

src/cmos/cli.py:
- reformat_notes now auto-detects format: tries find_notes first,
  falls back to find_numbered_notes if no pandoc definitions found.
  Uses definition.original_prefix for reassembly so both formats
  round-trip correctly.

tests/test_parser.py:
- 11 new tests for find_numbered_notes covering: single/multiple
  definitions, multi-digit markers, line number recording, trailing
  whitespace stripping, ignoring pandoc/non-numeric markers, original
  prefix recording, and the actual Anti-Communist draft format.
- 1 new test for find_notes original_prefix population.

tests/test_cli.py:
- 2 new tests for reformat_notes auto-detect: numbered input round-
  trips as numbered output, pandoc input still round-trips as pandoc.

Total suite: 136/136 (was 123, +13 net new). v1 untouched, 96/96
v1 tests still passing.

Real-draft validation: ran cmos format-notes against the 107-note
Anti-Communist Formations of LIS draft (108 calls in parallel via
the existing concurrency=8 thread pool, completed cleanly). Output
saved to /tmp (not committed). All 107 notes preserved through the
pipeline; ~30-40 first-occurrence full notes produced clean CMOS 18
note form; ~30 shortened-form refs correctly left unchanged;
2 real bugs surfaced for the next iteration (empty input → conver-
sational reply, Ibid → empty string), plus several lower-priority
issues (substantive note truncation, retry waste on shortened
forms, lossy month dropping). Not addressed in this chunk per the
"collect signal, don't fix" plan.
2026-04-11 19:16:09 -04:00
Mark Eaton 87cb70b4fb v2 chunk 2b: cli format-notes subcommand and reformat_notes()
Wire the v2 note formatter into the CLI so it can be invoked on
real markdown drafts. The format-notes subcommand mirrors v1's
format subcommand: parser → formatter → reassemble, with concurrent
API calls.

src/cmos/cli.py:
- Import find_notes and format_note_entry alongside the existing
  v1 imports.
- Add reformat_notes(text, formatter, concurrency) that finds
  pandoc-style markdown footnote definitions via find_notes,
  formats each definition's text via the v2 note formatter (or
  an injected fake), and substitutes the formatted text back into
  the original line position. Non-definition lines preserved
  byte-for-byte. Returns text unchanged when no definitions found.
- Register the format-notes argparse subparser with the same
  --concurrency flag as v1's format.
- Dispatch args.command == "format-notes" to reformat_notes.
- Module docstring updated to document both subcommands.

tests/test_cli.py:
- 7 new tests for reformat_notes covering: in-place substitution,
  order preservation under concurrency, prose preservation,
  reference markers staying verbatim, no-op on empty input,
  trailing newline preservation.
- Extended test_python_dash_m_invocation_actually_runs_main to
  also assert "format-notes" appears in --help, catching accidental
  subcommand removal.

Path B integrity: formatter.py, note_formatter.py, parser.py,
linter.py, harness/score.py all unchanged. No LINTER_VERSION
bump. 96/96 v1 tests still passing. Total suite: 123/123.

Real-API end-to-end smoke test on a temp draft with 2 footnote
definitions: both reformatted byte-for-byte, prose and headings
preserved, ## Conclusion section after the notes preserved.
2026-04-11 18:33:45 -04:00
Mark Eaton d061f78b7f v2 chunk 2a iter 1: rules 6+18 — ed. invariant, expand publishers
Two prompt edits to SYSTEM_PROMPT_NOTES driven by chunk 1 smoke test
gaps on chapter_first_doyle.toml.

Rule 6 (chapter form) expanded with an explicit invariance statement:
"ed." is the canonical abbreviation regardless of editor count — do
NOT pluralize to "eds." for multiple editors. CMOS NB treats it as
an invariant abbreviation, not a number-agreeing word.

New rule 18 (publisher expansion) mirrors v1 formatter.py rule 14:
publisher names must be in full canonical form, with note-form-
specific examples ("U of Chicago Press" → "University of Chicago
Press"). Includes the same MIT Press / ALA Editions / MLA carve-out
for publishers whose canonical self-presentation legitimately uses
initials.

Two new prompt-content unit tests added to tests/test_note_formatter.py
following the v1 test_formatter.py discipline. TDD cycle: red-green-
verified end-to-end.

Real-API smoke test, 3 v2 exemplars × 2 runs each: 6/6 byte-perfect
matches (was 4/6 in chunk 1; chapter_first_doyle went 0/2 → 2/2,
book and journal still 2/2). v1 untouched, 96/96 v1 tests still
passing. Total suite: 116/116.
2026-04-11 18:27:55 -04:00
Mark Eaton 28ca3ac928 v2 chunk 1: scaffold note formatter (Path B parallel artifact)
Begin v2 (in-text citation note form) as a parallel artifact to the
v1 bibliography formatter, per the Path B architectural decision:
no shared mutable state, no shared prompt content, no v1 changes.

New artifacts:

- src/cmos/parser.py: add find_notes() / NoteDefinition /
  NotesParseResult as siblings to split_bibliography(). Targets
  pandoc-style markdown footnote definitions [^marker]: text.
  Single-line only; multi-line continuation deferred.

- src/cmos/note_formatter.py: new module mirroring formatter.py.
  17-rule SYSTEM_PROMPT_NOTES for CMOS 18 first-occurrence note
  form. Reuses cmos.runtime_validator.validate() unchanged — its
  structural checks all apply to note form too. Caller injection,
  retry loop, and model selection mirror v1.

- tests/test_parser.py: 7 new tests for find_notes().

- tests/test_note_formatter.py: 11 new tests mirroring v1 test
  discipline (no API calls, fake-caller injection, retry semantics,
  prompt smoke checks).

- exemplars/notes/: new subdirectory with 3 hand-synthesized
  first-occurrence note exemplars (book, journal article, chapter
  in edited book). Uses expected_note as the field name (not v1's
  expected_bibliography). harness/score.py:load_exemplars uses a
  non-recursive glob, so the v1 canary loader does not see these —
  Path B isolation is automatic.

v1 untouched. v1 canary still loads exactly 17 exemplars. Full
test suite: 96 v1 + 18 new v2 = 114 passing.

Smoke-tested all 3 v2 exemplars against real GPT-5 (not fakes),
2 runs each. book_first_yu and journal_first_kwon: 4/4 byte-perfect
on the first try. chapter_first_doyle: 0/2, surfacing two known
prompt gaps for the next iteration:

  1. Publisher abbreviation not expanded ("U of Chicago Press"
     preserved instead of "University of Chicago Press"). v1's
     formatter.py rule 14 is missing from the v2 prompt.

  2. "ed." pluralized to "eds." for multiple editors. CMOS NB
     uses "ed." invariantly regardless of editor count.

Both gaps are addressable prompt edits, not architectural problems —
exactly the kind of finding the dev loop is designed to surface.

Out of scope (deferred to chunk 2 and later): CLI extension,
shortened-form generation, document reassembly, harness scoring
loop integration, v2 linter rules, real-draft testing.
2026-04-11 18:20:50 -04:00
Mark Eaton 2a8c72ae22 gitignore: protect rough_drafts/*.txt from accidental commits
The user's drafts in rough_drafts/ are real in-progress academic
work. Project discipline (per memory) is to keep them untracked,
but a single accidental `git add -A` could leak unpublished
scholarship into git history. Adding the pattern to .gitignore
makes the protection structural rather than discipline-based.

Scoped to .txt only (the docx->txt converted form the project
actually consumes); does not affect sample.md, .gitkeep, or any
other extensions that might land in rough_drafts/ later.
2026-04-11 17:46:00 -04:00
Mark Eaton 22404fbd6b cli: add __main__ guard so python -m cmos.cli actually runs
Without `if __name__ == "__main__": sys.exit(main())` at the bottom
of cli.py, `python -m cmos.cli format <path>` imports the module
but never invokes main(), so the process silently exits 0 with
empty stdout — indistinguishable from a successful run that
produced no output. Discovered during real-draft testing on
2026-04-11.

Adds a regression test that subprocesses the CLI with --help and
asserts on stdout content. argparse --help exits 0 in both broken
and fixed states; stdout content is the only discriminator.

Both invocation paths now work:
- uv run cmos format <path>                (pyproject script entry)
- uv run python -m cmos.cli format <path>  (module invocation)
2026-04-11 17:45:18 -04:00
Mark Eaton 1d970e84f9 exemplars: canary for CMOS 8.159 preposition rule (Huttunen, Mehra)
Two new real-draft-derived journal exemplars locking down prompt
rule 29 from the preceding commit. Follows the Hasanah precedent
for promoting real-draft failures into the canary corpus, per the
"defense in depth" feedback in project memory.

- journal_preposition_huttunen.toml exercises "among" mid-title,
  plus four other CMOS 8.159 lowercased words ("on", "in", "a",
  and implicitly "among"). Real article: Huttunen and Kortelainen,
  JASIST 72, no. 7 (2021). The messy_input uses the ASCII hyphen
  in "Meaning-Making" for clarity — the source draft actually had
  a U+2010 non-breaking hyphen from docx->txt conversion, but
  mixing Unicode hyphen normalization into this exemplar would
  have conflated two independent failure modes. The U+2010 issue
  is noted in the exemplar comment for a separate iteration.

- journal_preposition_mehra.toml exercises "beyond" mid-title,
  plus mid-title exclamation-point preservation (rule 25) and
  leading-"The" drop from "The Library Quarterly" (rule 17).
  Real article: Mehra, Library Quarterly 91, no. 2 (2021).

Both are canary-enabled and will block any future prompt iteration
that regresses on these patterns via the exact-match canary axis.
The canonical dicts additionally lock them down via the field-
level diff, per the upstream-refinement feedback in project
memory.

Canary corpus size: 15 -> 17.
2026-04-11 15:30:02 -04:00
Mark Eaton 0238f5e5d7 iter 8: prompt rule 29 for CMOS 8.159 headline-case prepositions
Real-draft testing on the HML bibliography surfaced inconsistent
preposition capitalization in headline-style titles: the formatter
was sometimes lowercasing "among", "beyond", "within", "into", etc.
and sometimes capitalizing them, violating CMOS 8.159. The behavior
was nondeterministic across similar entries — smoking-gun evidence
of GPT-5 judgment drift on a rule the existing prompt only
implicitly covered via rule 6's "headline-style capitalization".

Rule 29 makes the carve-out explicit and instructs the model to
apply CMOS 8.159 independently of the source's casing, with:

- a substantial but illustrative preposition list including "as"
  (which CMOS 8.159 calls out as always lowercased)
- an explicit scope restriction to PREPOSITIONS, with subordinating
  conjunctions (If, That, Because, Although, Unless, etc.)
  capitalized
- a CMOS 8.161 carve-out for hyphenated compounds: the first
  element is always capitalized (so "In-School" stays, not
  "in-School")
- a first/last-word exception covering "last word of the main
  title immediately before a subtitle colon", which the model
  was treating as mid-title

Verified on the 134-entry HML draft: ~17 entries now produce more
CMOS-correct forms, and two consecutive re-runs show no new rule-
29-related regressions. Observed GPT-5 drift on orthogonal axes
(multi-author inversion, inner-quote style, periodical
italicization) washed out across re-runs, consistent with the
~5% single-run variance documented in project memory.

Rule count: 28 -> 29. No linter version bump required.
2026-04-11 15:29:43 -04:00