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Descubrimiento de características por autoresearch

Ejecuta un bucle de autoresearch que propone preguntas de TypeSafe, convierte texto libre en características numéricas y usa los errores del modelo para mejorar un regresor CatBoost supervisado.

Las preguntas de TypeSafe convierten texto libre en características numéricas para un modelo CatBoost supervisado; usa un bucle de autoresearch para descubrirlas.

CatBoost necesita una tabla de números, y una nota de cata no lo es. Este cookbook construye la tabla a partir de preguntas sobre la nota, y ninguna de ellas está escrita a mano. Un LLM propone las preguntas, TypeSafe las responde para cada fila y CatBoost entrena con las respuestas. La parte de autoresearch es lo que viene después: CatBoost informa qué preguntas usó y qué filas aún falla, la siguiente llamada de propuesta lee ese informe, y el bucle se ejecuta otra vez.

Al final tendrás un bucle que puedes apuntar a tu propio texto etiquetado, una curva del error sobre datos de reserva por ronda y una tabla de qué preguntas usó más el modelo final.

tasting note
    |
    v
38 TypeSafe answers
    |-- 29 score questions x 2 columns = 58
    |     expected rubric level + answer uncertainty
    `--  9 noul questions  x 1 column  =  9
          probability true
    |
    v
67 numeric columns --> CatBoost --> predicted critic score
                                     held-out RMSE: 1.77 points

Una respuesta de score se convierte en dos columnas: el nivel promedio al que apunta la respuesta y cuánto se dispersa en torno a ese promedio. Una respuesta de noul es una probabilidad, así que es una columna.

Los datos son 2,000 reseñas de vino: entra una nota de cata y sale la puntuación del crítico en una escala de 80–100. El RMSE mide el error de predicción en puntos de la puntuación del crítico, con los fallos más grandes contando más, y cuanto más bajo, mejor. Cada número de la tabla de abajo procede de las 800 reseñas que ni el modelo ni el bucle vieron nunca.

cómo se convierte la nota en una puntuación RMSE
predecir la puntuación promedio de las filas de entrenamiento 3.09
el mismo CatBoost, leyendo la nota como recuentos de palabras 2.47
preguntar a TypeSafe por la propia puntuación, reescalada y desplazada 2.15
18 preguntas de una sola llamada de propuesta, sin bucle 1.87
38 preguntas tras cinco rondas del bucle 1.77

Las dos últimas filas son el bucle. Una llamada de propuesta, sin nada con lo que partir todavía, llega a 1.87. Cuatro rondas más leyendo sus propias peores predicciones llegan a 1.77. La mayor parte de la ganancia está en esa primera llamada, y cuánto añaden las cuatro rondas siguientes se mide más abajo.

from __future__ import annotations

import json
import os
import random
import textwrap
import urllib.request
from concurrent.futures import ThreadPoolExecutor
from pathlib import Path
from time import perf_counter
from typing import NamedTuple

import matplotlib
import matplotlib.pyplot as plt
import numpy as np
from catboost import CatBoostRegressor
from cooksafe import JsonCache, make_playground_link
from IPython.display import Markdown, display
from typesafe_sdk import Noul, NoulCriteria, Score, TypeSafeClient

matplotlib.use("Agg")  # headless render

TYPESAFE_MODEL = "jev-1.12"
FOLDS, REPEATS = 5, 3  # repeats steady the error at this sample size
CATBOOST = dict(
    iterations=400,
    depth=4,
    learning_rate=0.05,
    loss_function="RMSE",
    verbose=0,
    random_seed=0,
    thread_count=1,
    allow_writing_files=False,
)

client = TypeSafeClient(
    # keyless kernels replay the cache
    api_key=os.environ.get("TYPESAFE_API_KEY", "cache-only"),
    base_url=os.environ.get("TYPESAFE_ENDPOINT"),
    timeout=120.0,
)
json_cache = JsonCache(Path("json_cache.json"))

# ----------------------------------------------------------------- the specification

INTENSITY_LEVELS = [
    "Not present in this note at all",
    "Barely present - mentioned once, in passing",
    "Present at a moderate level",
    "Present strongly - the note dwells on it",
    "Dominant - the note is largely about this",
]
PRESENCE_CRITERIA = NoulCriteria(
    true="The note states this or clearly implies it",
    false="The note gives no indication of this",
)

# Asking for the score outright: ten quality bands, rescaled onto the 80-100 critic scale.
SCORE_LEVELS = [
    "Faulty or unpleasant - the note is mostly criticism",
    "Barely acceptable - drinkable, with nothing to recommend it",
    "Simple and sound - correct, plain, forgettable",
    "Pleasant everyday wine - some appeal, little depth",
    "Good - clear varietal character, well made",
    "Very good - balanced, with something to say",
    "Excellent - complex and structured",
    "Outstanding - depth and length, built to age",
    "Superb - among the best of its type",
    "Profound - the note treats it as exceptional",
]

# Structured output requires every property in `required`, so unused fields come back empty.
PROPOSAL_SCHEMA = {
    "type": "object",
    "properties": {
        "actions": {
            "type": "array",
            "items": {
                "type": "object",
                "properties": {
                    "op": {"type": "string", "enum": ["add", "revise", "drop"]},
                    "target": {"type": "string"},
                    "name": {"type": "string"},
                    "kind": {"type": "string", "enum": ["intensity", "presence"]},
                    "question": {"type": "string"},
                },
                "required": ["op", "target", "name", "kind", "question"],
                "additionalProperties": False,
            },
        }
    },
    "required": ["actions"],
    "additionalProperties": False,
}

PROPOSALS = 18  # actions the proposer may return per round

# The one string that knows this is about wine. Point it at your own label and text.
PROPOSER_TASK = f"""You are designing numeric features for a gradient-boosting model that
predicts the score a wine critic gave (an integer from 80 to 100) from the tasting note alone.
The model sees nothing but the features you design.

Return up to {PROPOSALS} actions. Each action is one of:

- {{"op": "add", "target": "", "name": ..., "kind": ..., "question": ...}}
  A new feature.
- {{"op": "revise", "target": <name of an existing feature>, "name": ..., "kind": ...,
  "question": ...}}
  Replace that feature's question with better wording. Use this when a feature measures the
  right thing badly: too narrow, too vague, or worded so nearly every note answers the same.
- {{"op": "drop", "target": <name of an existing feature>, "name": "", "kind": "intensity",
  "question": ""}}
  Remove a feature that is not earning its place.

`kind` is "intensity" for something with a degree, or "presence" for a yes/no fact.
`question` is what gets asked about one tasting note.

An "intensity" question is graded against this fixed five-level rubric, so word it so that the
levels make sense:
{chr(10).join(f"  {i}. {level}" for i, level in enumerate(INTENSITY_LEVELS))}

A "presence" question is answered as the probability that it is true of the note.

Good features can be judged from the note's own words, vary from note to note, and carry
information about quality that the other features do not. Reviewers describe structure, fruit,
oak, length, complexity, and drinkability, and they also signal quality through word choice."""

class Split(NamedTuple):
    """The rows, their labels, and which half the loop is allowed to read."""

    notes: list[str]
    scores: np.ndarray
    dev: np.ndarray
    test: np.ndarray

# ----------------------------------------------------------------- the data

WINEMAG_CSV = (
    "https://huggingface.co/datasets/GroNLP/ik-nlp-22_winemag/resolve/"
    "90eb39f35fc64e556fc17f06d4137a4a69ec3297/train.csv"
)

@json_cache
def load_slice(n_dev: int, n_test: int, seed: int) -> dict:
    """Fetch the pinned CSV and take a seeded sample of note + score, one row per note."""
    import csv
    import io

    request = urllib.request.Request(
        WINEMAG_CSV, headers={"User-Agent": "typesafe-cookbook/1.0"}
    )
    with urllib.request.urlopen(request, timeout=300) as response:
        text = response.read().decode()
    rows, seen = [], set()
    for row in csv.DictReader(io.StringIO(text)):  # a few notes repeat verbatim
        if not row["description"] or not row["points"] or row["description"] in seen:
            continue
        seen.add(row["description"])
        rows.append((row["description"], float(row["points"])))
    random.Random(seed).shuffle(rows)
    picked = rows[: n_dev + n_test]
    return {"notes": [r[0] for r in picked], "points": [r[1] for r in picked]}

def example_rows(split: Split, out_of_fold: np.ndarray | None, n: int) -> list[int]:
    """Select representative dev rows for a proposer round."""
    dev = split.dev
    if out_of_fold is None:
        ranked = dev[np.argsort(split.scores[dev], kind="stable")]
        return [int(ranked[round(q * (len(ranked) - 1))]) for q in np.linspace(0, 1, n)]
    error = np.abs(split.scores[dev] - out_of_fold)
    order = np.argsort(-error, kind="stable")
    worst = [int(dev[i]) for i in order[: n // 2]]
    best = [int(dev[i]) for i in order[len(order) - (n - n // 2) :]]
    return worst + best

def example_block(
    rows: list[int],
    split: Split,
    out_of_fold: np.ndarray | None,
    previous: np.ndarray | None = None,
) -> str:
    """Format selected rows for the proposer."""
    if out_of_fold is None:
        head = "Example notes, with the score each one was given:"
        body = [f"- scored {split.scores[r]:.0f}: {split.notes[r]}" for r in rows]
        return head + "\n" + "\n".join(body)

    head = (
        "Dev notes, worst-predicted first. The first half is where your current questions "
        "miss by the most and the second half is where they are already right, so what "
        "separates the halves is what the questions have not captured."
    )
    if previous is not None:
        head += (
            " Each line also carries what the previous round predicted, so you can see which "
            "notes your last batch of questions moved."
        )
    body = []
    for r in rows:
        line = f"- scored {split.scores[r]:.0f}, predicted {out_of_fold[r]:.1f}"
        if previous is not None:
            line += f" (last round {previous[r]:.1f})"
        body.append(f"{line}: {split.notes[r]}")
    return head + "\n" + "\n".join(body)

def load_split(n_dev: int, n_test: int, seed: int = 0) -> Split:
    # keyword, because the cache key is the function name plus how each argument was spelled
    data = load_slice(n_dev, n_test, seed=seed)
    return Split(
        notes=data["notes"],
        scores=np.array(data["points"]),
        dev=np.arange(n_dev),
        test=np.arange(n_dev, n_dev + n_test),
    )

# ----------------------------------------------------------------- step 1: propose

def proposal_prompt(examples: str, feedback: str, accepted: list[dict]) -> str:
    parts = [PROPOSER_TASK, "\n" + examples]
    if accepted:
        parts.append(
            "\nThe features you have now. `add` must not duplicate one of these; `revise` and "
            "`drop` refer to one by name:\n"
            + "\n".join(
                f"- {f['name']} ({f['kind']}): {f['question']}" for f in accepted
            )
        )
    if feedback:
        parts.append("\nHow the model did with those features:\n" + feedback)
    return "\n".join(parts)

@json_cache
def propose(model: str, round_index: int, prompt: str) -> dict:
    """One proposal call. Every number in `prompt` is rounded so a replay hits the cache."""
    if model.startswith("claude"):
        import anthropic

        response = anthropic.Anthropic(
            api_key=os.environ.get("ANTHROPIC_API_KEY", "cache-only")
        ).messages.create(
            model=model,
            max_tokens=16000,
            output_config={
                "effort": "medium",
                "format": {"type": "json_schema", "schema": PROPOSAL_SCHEMA},
            },
            messages=[{"role": "user", "content": prompt}],
        )
        body = next(block.text for block in response.content if block.type == "text")
        usage = [response.usage.input_tokens or 0, response.usage.output_tokens or 0]
    else:
        from openai import OpenAI

        response = OpenAI(
            api_key=os.environ.get("OPENAI_API_KEY", "cache-only")
        ).chat.completions.create(
            model=model,
            reasoning_effort="high",
            max_completion_tokens=16000,
            response_format={"type": "json_object"},
            messages=[
                {
                    "role": "user",
                    "content": prompt
                    + "\n\nReply with JSON matching this schema:\n"
                    + json.dumps(PROPOSAL_SCHEMA),
                }
            ],
        )
        body = response.choices[0].message.content
        usage = [response.usage.prompt_tokens, response.usage.completion_tokens]
    return {"actions": json.loads(body)["actions"][:PROPOSALS], "usage": usage}

def slug(name: str, taken: set[str]) -> str:
    """Names become question ids and column labels, so keep them plain and unique."""
    base = (
        "".join(c if c.isalnum() else "_" for c in name.lower()).strip("_") or "feature"
    )
    candidate, n = base, 2
    while candidate in taken:
        candidate, n = f"{base}_{n}", n + 1
    return candidate

def to_candidates(actions: list[dict], accepted: list[dict], round_index: int) -> tuple:
    """Split a round's actions into screenable candidates and a list of names to drop."""
    live = {f["name"] for f in accepted}
    drops = [a["target"] for a in actions if a["op"] == "drop" and a["target"] in live]
    replacing = {
        a["target"] for a in actions if a["op"] == "revise" and a["target"] in live
    }
    # a revision may keep the name it replaces, since that feature is on its way out
    taken, candidates = live - replacing, []
    for action in actions:
        if action["op"] == "drop":
            continue
        if action["op"] == "revise" and action["target"] not in live:
            continue  # a revision of something that is not there
        name = slug(action["name"], taken)
        taken.add(name)
        candidates.append(
            {
                "id": f"{name}@{round_index}",  # unique, so earlier rounds keep their columns
                "name": name,
                "kind": action["kind"],
                "question": action["question"],
                "replaces": action["target"] if action["op"] == "revise" else "",
            }
        )
    return candidates, drops

# ----------------------------------------------------------------- step 2: answer

def feature_questions(features: list[dict]) -> dict:
    questions = {}
    for feature in features:
        if feature["kind"] == "intensity":
            questions[feature["name"]] = Score(
                instructions=feature["question"], criteria=INTENSITY_LEVELS
            )
        else:
            questions[feature["name"]] = Noul(
                instructions=feature["question"], criteria=PRESENCE_CRITERIA
            )
    return questions

@json_cache
def answer(model: str, note: str, features_json: str) -> dict:
    """One request per note; every question of the round rides it. Keeps every probability."""
    features = json.loads(features_json)
    started = perf_counter()
    response = client.system_one(
        state=note, questions=feature_questions(features), model=model
    )
    raw = {}
    for feature in features:
        got = response.answers[feature["name"]]
        if feature["kind"] == "intensity":
            raw[feature["name"]] = [
                got.probabilities.get(i, 0.0) for i in range(len(INTENSITY_LEVELS))
            ]
        else:
            raw[feature["name"]] = [got.noul]
    return {
        "raw": raw,
        "seconds": round(perf_counter() - started, 2),
        "input_tokens": response.usage.input_tokens or 0,
        "output_tokens": response.usage.output_tokens or 0,
    }

def featurize(notes: list[str], features: list[dict]) -> dict:
    """Answer one question set for many notes: one request each, eight in flight."""
    payload = json.dumps(features, sort_keys=True)
    with ThreadPoolExecutor(max_workers=8) as pool:
        results = list(
            pool.map(lambda note: answer(TYPESAFE_MODEL, note, payload), notes)
        )
    return {
        f["name"]: np.array([r["raw"][f["name"]] for r in results], dtype=float)
        for f in features
    }

def encode(feature: dict, probabilities: np.ndarray, mode: str) -> list[tuple]:
    """Turn one question's probabilities into named columns."""
    name = feature["name"]
    if feature["kind"] == "presence":
        return [(name, probabilities[:, 0])]  # one number is all there is
    levels = np.arange(probabilities.shape[1])
    mean = probabilities @ levels
    if mode == "mean":
        return [(name, mean)]
    if mode == "mean_spread":
        variance = probabilities @ (levels**2) - mean**2
        return [(name, mean), (f"{name}_sd", np.sqrt(np.clip(variance, 0, None)))]
    return [(f"{name}_p{i}", probabilities[:, i]) for i in levels]

def design(features: list[dict], answers_for: dict, mode: str) -> tuple:
    """Stack every feature's columns into one matrix, plus a label per column."""
    columns, labels = [], []
    for feature in features:
        for label, column in encode(feature, answers_for[feature["id"]], mode):
            columns.append(column)
            labels.append(label)
    return np.column_stack(columns), labels

def plain(features: list[dict]) -> list[dict]:
    """What goes on the wire and into the cache key: no id, no bookkeeping."""
    return [
        {"name": f["name"], "kind": f["kind"], "question": f["question"]}
        for f in features
    ]

# ----------------------------------------------------------------- step 3: fit

def rmse(y: np.ndarray, p: np.ndarray) -> float:
    return float(np.sqrt(np.mean((y - p) ** 2)))

def spearman(a: np.ndarray, b: np.ndarray) -> float:
    """Rank correlation: does the model order the wines the way the critic did?"""
    ranks = (
        np.argsort(np.argsort(a)).astype(float),
        np.argsort(np.argsort(b)).astype(float),
    )
    return float(np.corrcoef(*ranks)[0, 1])

def folds(y: np.ndarray, k: int, seed: int) -> list[np.ndarray]:
    """Label-stratified k-fold: sort by the label with a seeded tiebreak, then deal off the top."""
    rng = np.random.default_rng(seed)
    order = np.lexsort((rng.random(len(y)), y))
    return [np.sort(order[i::k]) for i in range(k)]

def cross_validate(X: np.ndarray, y: np.ndarray) -> tuple[np.ndarray, float]:
    out_of_fold = np.zeros((REPEATS, len(y)))
    for repeat in range(REPEATS):
        for fold in folds(y, FOLDS, seed=repeat):
            train = np.setdiff1d(np.arange(len(y)), fold)
            model = CatBoostRegressor(**CATBOOST).fit(X[train], y[train])
            out_of_fold[repeat, fold] = model.predict(X[fold])
    scores = [rmse(y, out_of_fold[repeat]) for repeat in range(REPEATS)]
    return out_of_fold.mean(axis=0), float(np.mean(scores))

def importances(X: np.ndarray, y: np.ndarray) -> np.ndarray:
    return CatBoostRegressor(**CATBOOST).fit(X, y).get_feature_importance()

def paired_gain(y: np.ndarray, before: np.ndarray, after: np.ndarray) -> tuple:
    """Bootstrap the paired held-out RMSE change."""
    squared = ((y - before) ** 2, (y - after) ** 2)
    rng = np.random.default_rng(0)
    drawn = []
    for _ in range(2000):
        rows = rng.integers(0, len(y), len(y))
        drawn.append(
            np.sqrt(squared[1][rows].mean()) - np.sqrt(squared[0][rows].mean())
        )
    drawn = np.array(drawn)
    return (
        rmse(y, after) - rmse(y, before),
        float(np.percentile(drawn, 2.5)),
        float(np.percentile(drawn, 97.5)),
    )

def fit_predict(X: np.ndarray, split: Split) -> np.ndarray:
    model = CatBoostRegressor(**CATBOOST).fit(X[split.dev], split.scores[split.dev])
    return model.predict(X[split.test])

def fit_predict_text(split: Split) -> np.ndarray:
    """The reference arm: the same model, handed the note instead of the columns."""
    from catboost import Pool

    raw = np.array([[note] for note in split.notes], dtype=object)
    model = CatBoostRegressor(**CATBOOST).fit(
        Pool(raw[split.dev], split.scores[split.dev], text_features=[0])
    )
    return model.predict(Pool(raw[split.test], text_features=[0]))

def evaluate(
    features: list[dict], answers_for: dict, split: Split, mode: str
) -> tuple[np.ndarray, float]:
    """Cross-validated error on the dev rows for one candidate question set."""
    X, _ = design(features, answers_for, mode)
    return cross_validate(X[split.dev], split.scores[split.dev])

def swap_in(accepted: list[dict], feature: dict) -> list[dict] | None:
    """The accepted set with `feature` in place of the one it revises, or None if it is gone."""
    at = next(
        (i for i, f in enumerate(accepted) if f["name"] == feature["replaces"]), None
    )
    if at is None:
        return None
    trial = list(accepted)
    trial[at] = {k: feature[k] for k in ("id", "name", "kind", "question")}
    return trial

def try_change(
    trial: list[dict],
    accepted: list[dict],
    cv: float,
    answers_for: dict,
    split: Split,
    mode: str,
    tolerance: float,
) -> tuple[list[dict], float, str, bool]:
    """Refit with the change and keep it only if the dev error improves. No API calls."""
    _, cv_trial = evaluate(trial, answers_for, split, mode)
    if cv_trial <= cv + tolerance:
        return trial, cv_trial, f"CV {cv:.3f} -> {cv_trial:.3f}", True
    return accepted, cv, f"would cost {cv_trial - cv:+.3f}", False

def owner_of(label: str, features: list[dict]) -> dict:
    """Which feature a column label belongs to - encodings suffix the name."""
    exact = next((f for f in features if f["name"] == label), None)
    if exact:
        return exact
    return next(f for f in features if label.startswith(f["name"] + "_"))

def importance_per_feature(
    features: list[dict], labels: list[str], column_importances: np.ndarray
) -> dict:
    """Sum each question's CatBoost column importances.

    Intensity questions can produce multiple model columns. Combining their normalized
    importances gives one percentage share per question.
    """
    total = {f["name"]: 0.0 for f in features}
    for label, column_importance in zip(labels, column_importances):
        total[owner_of(label, features)["name"]] += float(column_importance)
    return total

def feedback_for(
    history: list[float],
    accepted: list[dict],
    answers_for: dict,
    split: Split,
    mode: str,
    out_of_fold: np.ndarray,
    previous: np.ndarray | None,
) -> str:
    """The scoreboard the next proposal call reads. The notes themselves arrive separately,
    through `example_block`. Numbers are rounded before they enter the prompt."""
    X, labels = design(accepted, answers_for, mode)
    dev, scores = split.dev, split.scores
    by_name = importance_per_feature(accepted, labels, importances(X[dev], scores[dev]))

    lines = ["Cross-validated RMSE in points so far, lower is better:"]
    lines += [f"  round {i + 1}: {v:.2f}" for i, v in enumerate(history)]
    if previous is not None:
        now, before = np.abs(scores[dev] - out_of_fold), np.abs(scores[dev] - previous)
        better, worse = int((now < before - 0.1).sum()), int((now > before + 0.1).sum())
        lines.append(
            f"\nAgainst the previous round, {better} of the {len(dev)} dev notes are now "
            f"predicted better by more than 0.1 points and {worse} are predicted worse."
        )
    lines.append(
        "\nYour features, with importance as a percentage of the total and the spread of the "
        "column across the dev rows. Low importance or low spread means the question is not "
        "doing much; revise or drop it."
    )
    for feature in sorted(accepted, key=lambda f: -by_name.get(f["name"], 0.0)):
        column = encode(feature, answers_for[feature["id"]], mode)[0][1]
        lines.append(
            f"  {feature['name']} ({feature['kind']}): "
            f"{by_name.get(feature['name'], 0.0):.1f}% importance, "
            f"spread {column[dev].std():.2f}"
        )
    return "\n".join(lines)

# ----------------------------------------------------------------- the loop itself

class Discovery(NamedTuple):
    """Artifacts returned by the discovery loop."""

    accepted: list[dict]  # the question set it ended with
    answers_for: dict  # feature id -> (rows x levels) probabilities
    snapshots: list[list[dict]]  # the set as it stood at the end of each round
    history: list[float]  # dev CV error after each round
    batches: list[tuple]  # what each round sent, for the request table
    journal: list[tuple]  # every action and what became of it

def run_loop(
    split: Split,
    proposer: str,
    rounds: int,
    examples: int,
    mode: str,
    min_spread: float,
    tolerance: float,
) -> Discovery:
    """Run the propose, answer, fit, and feedback loop."""
    shown = example_rows(split, None, examples)  # round 1 has nothing predicted yet
    out_of_fold = previous = None
    got_from = Discovery([], {}, [], [], [], [])
    accepted, answers_for = got_from.accepted, got_from.answers_for
    snapshots, history = got_from.snapshots, got_from.history
    batches, journal = got_from.batches, got_from.journal
    feedback = ""

    for round_index in range(1, rounds + 1):
        block = example_block(shown, split, out_of_fold, previous)
        actions = propose(
            proposer, round_index, proposal_prompt(block, feedback, accepted)
        )["actions"]
        keep, drops = to_candidates(actions, accepted, round_index)

        if keep:  # one request per row, carrying every question this round proposed
            batches.append((round_index, plain(keep)))
            answers = featurize(split.notes, plain(keep))
            for feature in keep:
                answers_for[feature["id"]] = answers[feature["name"]]

        for (
            feature
        ) in keep:  # an add goes in; importance says later whether it earned it
            if feature["replaces"]:
                continue
            column = encode(feature, answers_for[feature["id"]], mode)[0][1]
            flat = float(column[split.dev].std()) < min_spread
            journal.append(
                (round_index, "flat" if flat else "add", feature["name"], "")
            )
            if not flat:
                accepted.append(
                    {k: feature[k] for k in ("id", "name", "kind", "question")}
                )

        _, cv = evaluate(accepted, answers_for, split, mode)
        trial_args = (answers_for, split, mode, tolerance)

        for feature in [f for f in keep if f["replaces"]]:  # every revision is tried
            trial = swap_in(accepted, feature)
            if trial is None:  # it revises something an earlier round already dropped
                journal.append(
                    (round_index, "stale", feature["name"], "target is gone")
                )
                continue
            accepted[:], cv, note, took = try_change(trial, accepted, cv, *trial_args)
            what = "revise" if took else "reject"
            journal.append(
                (
                    round_index,
                    what,
                    feature["name"],
                    f"was {feature['replaces']}, {note}",
                )
            )

        for name in drops:  # and so is every drop
            trial = [f for f in accepted if f["name"] != name]
            if not trial:
                continue
            accepted[:], cv, note, took = try_change(trial, accepted, cv, *trial_args)
            journal.append((round_index, "drop" if took else "keep", name, note))

        previous, (out_of_fold, cv) = (
            out_of_fold,
            evaluate(accepted, answers_for, split, mode),
        )
        history.append(cv)
        snapshots.append(list(accepted))
        feedback = feedback_for(
            history, accepted, answers_for, split, mode, out_of_fold, previous
        )
        # next round reads the rows these questions get most wrong, and as many they get right
        shown = example_rows(split, out_of_fold, examples)
        report(round_index, keep, drops, journal, accepted, cv)

    return got_from

def report(
    round_index: int,
    keep: list[dict],
    drops: list[str],
    journal: list[tuple],
    accepted: list[dict],
    cv: float,
) -> None:
    """One block per round: the counts, the names it added, then everything with a number."""
    revised = sum(1 for f in keep if f["replaces"])
    print(
        f"round {round_index}: {len(keep) - revised} add, {revised} revise, "
        f"{len(drops)} drop"
    )
    this_round = [j for j in journal if j[0] == round_index]
    added = [name for _, what, name, _ in this_round if what == "add"]
    if added:
        print(
            textwrap.fill(
                ", ".join(added),
                88,
                initial_indent="  added  ",
                subsequent_indent=" " * 10,
            )
        )
    for _, what, name, note in this_round:  # everything carrying a number of its own
        if what != "add":
            print(f"  {what:<7}{name:<34}{note}")
    print(f"  -> {len(accepted)} features, dev CV RMSE {cv:.3f}\n")

# ----------------------------------------------------------------- asking for the score

@json_cache
def ask_score(model: str, note: str) -> dict:
    """One `Score` over ten quality bands, read as a level and rescaled to 80-100."""
    response = client.system_one(
        state=note,
        questions={
            "quality": Score(
                instructions=(
                    "Judging only by what this tasting note says, how good is the wine?"
                ),
                criteria=SCORE_LEVELS,
            )
        },
        model=model,
    )
    got = response.answers["quality"]
    top = len(SCORE_LEVELS) - 1
    expected = sum(k * v for k, v in got.probabilities.items())
    return {
        # level 0 is the bottom of the critic's scale, level 9 the top
        "expected": 80.0 + 20.0 * expected / top,
        "picked": 80.0 + 20.0 * got.score / top,
        "input_tokens": response.usage.input_tokens or 0,
        "output_tokens": response.usage.output_tokens or 0,
    }

# ----------------------------------------------------------------- charts

SURFACE, INK, INK2, MUTED = "#fcfcfb", "#0b0b0b", "#52514e", "#898781"
GRID, AXIS, BLUE, ORANGE = "#e1e0d9", "#c3c2b7", "#2a78d6", "#eb6834"

def style(ax) -> None:
    ax.set_facecolor(SURFACE)
    for side in ("top", "right"):
        ax.spines[side].set_visible(False)
    for side in ("left", "bottom"):
        ax.spines[side].set_color(AXIS)
    ax.tick_params(colors=MUTED, labelcolor=INK2, labelsize=9)
    ax.set_axisbelow(True)

def polarity(feature: dict, answers_for: dict, split: Split) -> float:
    """Rank correlation between a question's answer and the critic score, on the dev rows.

    Positive means a higher answer goes with a better review, negative the opposite. It is
    what orders the rows of the feature map, so the map reads as a gradient that flips.
    """
    column = encode(feature, answers_for[feature["id"]], "mean")[0][1]
    return spearman(column[split.dev], split.scores[split.dev])

def reviews_heatmap(
    plt,
    questions: list[dict],
    answers_for: dict,
    split: Split,
    rows: tuple,
):
    """Compare held-out reviews across the discovered questions, best-signal first.

    Rows arrive sorted from the questions that rise with the score to the ones that fall with
    it, so a row above the divider shades left to right and a row below it shades right to
    left.
    """

    def value_of(feature: dict, row: int) -> float:
        return float(encode(feature, answers_for[feature["id"]], "mean")[0][1][row])

    signs = [polarity(question, answers_for, split) for question in questions]
    flip = next((i for i, s in enumerate(signs) if s < 0), len(questions))

    raw = np.array(
        [[value_of(question, row) for row in rows] for question in questions]
    )
    normalized = np.array(
        [
            values / (4 if question["kind"] == "intensity" else 1)
            for question, values in zip(questions, raw)
        ]
    )
    cmap = matplotlib.colors.LinearSegmentedColormap.from_list(
        "typesafe_heat", [SURFACE, "#f7c7ad", ORANGE]
    )
    fig, ax = plt.subplots(
        figsize=(9.5, 1.8 + 0.58 * len(questions)), facecolor=SURFACE
    )
    image = ax.imshow(normalized, aspect="auto", cmap=cmap, vmin=0, vmax=1)
    row_labels = []
    for question, sign in zip(questions, signs):
        kind = "score" if question["kind"] == "intensity" else "noul"
        prefix = f"{sign:+.2f} ({kind}) "
        lines = textwrap.wrap(
            " ".join(question["question"].split()),
            width=52,
            max_lines=2,
            placeholder="...",
            break_long_words=False,
            break_on_hyphens=False,
        )
        row_labels.append(prefix + (f"\n{' ' * len(prefix)}").join(lines))
    column_labels = [
        f"#{i}\n{split.scores[row]:.0f} points\n{' '.join(split.notes[row].split())[:15]}..."
        for i, row in enumerate(rows, 1)
    ]
    ax.set_yticks(np.arange(len(questions)), row_labels)
    ax.set_xticks(np.arange(len(rows)), column_labels)
    ax.tick_params(
        axis="x", top=True, labeltop=True, bottom=False, labelbottom=False, pad=8
    )
    ax.tick_params(axis="y", labelsize=8.5)
    for side in ax.spines.values():
        side.set_visible(False)
    ax.set_xticks(np.arange(-0.5, len(rows), 1), minor=True)
    ax.set_yticks(np.arange(-0.5, len(questions), 1), minor=True)
    ax.grid(which="minor", color=SURFACE, linewidth=2)
    ax.tick_params(which="minor", bottom=False, left=False)
    for i, question in enumerate(questions):
        for j, value in enumerate(raw[i]):
            label = (
                f"{value:.1f}" if question["kind"] == "intensity" else f"{value:.2f}"
            )
            color = SURFACE if normalized[i, j] > 0.58 else INK2
            ax.text(j, i, label, ha="center", va="center", color=color, fontsize=8)
    # the line where the questions stop rising with the score and start falling with it
    if 0 < flip < len(questions):
        ax.axhline(flip - 0.5, color=INK, linewidth=1.2)
        ax.annotate(
            "a higher answer means a worse review, below this line",
            (len(rows) - 0.5, flip - 0.5),
            xytext=(-4, 5),
            textcoords="offset points",
            va="bottom",
            ha="right",
            color=INK2,
            fontsize=8.5,
        )
    colorbar = fig.colorbar(image, ax=ax, fraction=0.025, pad=0.025)
    colorbar.set_ticks([0, 0.5, 1])
    colorbar.set_label("normalized answer", color=INK2, fontsize=8.5)
    colorbar.ax.tick_params(labelsize=8, colors=INK2)
    fig.suptitle(
        "Every question, on five held-out reviews from worst to best",
        x=0.01,
        y=0.995,
        ha="left",
        color=INK,
        fontsize=11,
    )
    fig.text(
        0.01,
        0.972,
        "sorted by how the answer moves with the score, so each row above the line shades "
        "left to right and each row below it shades the other way",
        color=MUTED,
        fontsize=9,
    )
    fig.text(
        0.01,
        0.005,
        "Row labels lead with the rank correlation between that question's answer and the "
        "critic score. Cell text is each question's native scale: score 0-4, noul 0-1.",
        color=MUTED,
        fontsize=8.5,
    )
    return fig

def rounds_chart(
    plt, curve: list[tuple], history: list[float], n_test: int, gain: tuple
):
    """Dev error and held-out error per round. The trend is the point, not the gap."""
    rounds = list(range(1, len(curve) + 1))
    values = [v for _, v in curve]

    fig, ax = plt.subplots(figsize=(7, 3.9), facecolor=SURFACE)
    style(ax)
    ax.grid(axis="y", color=GRID, linewidth=0.8)
    # each dev fold trains on four fifths of the rows, so the dev line sits the higher of the two
    ax.fill_between(rounds, history, values, color=GRID, alpha=0.75, linewidth=0)
    ax.plot(
        rounds,
        history,
        marker="o",
        color=BLUE,
        linewidth=2,
        linestyle="--",
        label="dev, cross-validated - what the loop optimises",
    )
    ax.plot(
        rounds,
        values,
        marker="o",
        color=ORANGE,
        linewidth=2,
        label="held out - what that actually buys",
    )
    # label each point on the outside of the pair, so neither line crowds its own numbers
    for x, dev_value, test_value in zip(rounds, history, values):
        for value, other in ((dev_value, test_value), (test_value, dev_value)):
            ax.annotate(
                f"{value:.2f}",
                (x, value),
                textcoords="offset points",
                xytext=(0, 8 if value >= other else -16),
                ha="center",
                color=INK2,
                fontsize=8.5,
            )
    ax.set_xticks(
        rounds, [f"round {x}\n{n} features" for x, (n, _) in zip(rounds, curve)]
    )
    ax.set_ylabel("RMSE in points (lower is better)", color=INK2, fontsize=9)
    # tight around the two lines: the whole finding lives inside 0.15 of a point
    low, high = min(values + history), max(values + history)
    ax.set_ylim(low - 0.10, high + 0.05)
    difference, low_ci, high_ci = gain
    ax.set_title(
        f"{len(rounds)} rounds of the loop, scored on {n_test} held-out reviews",
        loc="left",
        color=INK,
        fontsize=11,
        pad=20,
    )
    # the number the chart is really about: is the held-out move bigger than the noise?
    ax.text(
        0,
        1.015,
        f"round 1 to round {len(rounds)}, held out: {difference:+.3f} points, "
        f"95% CI [{low_ci:+.3f}, {high_ci:+.3f}]",
        transform=ax.transAxes,
        color=MUTED,
        fontsize=9,
    )
    ax.legend(frameon=False, labelcolor=INK2, fontsize=9, loc="lower left")
    return fig

Configuración

pip install anthropic openai catboost numpy matplotlib ipython 'cooksafe>=0.2.0,<0.3.0'

luego define TYPESAFE_API_KEY y ANTHROPIC_API_KEY. Cada llamada a la API se guarda en caché en json_cache.json, que viene con el cookbook, así que volver a renderizar reproduce estos números sin llamar a nada. Elimínalo para volver a ejecutar en vivo. Los números provienen de TypeSafe jev-1.12 y claude-sonnet-5 el 2026-08-03. propose() tiene una segunda rama para gpt-5.6-luna, que no se ejecutó.

La primera celda de código es toda la implementación: llamadas a la API, codificaciones, métricas y estilo de los gráficos. Está ahí para que este archivo se ejecute por sí solo, y el sitio de documentación la pliega. Sáltala en una primera lectura: la receta empieza justo debajo.

N_DEV, N_TEST = 1200, 800  # the loop reads dev labels only; test is scored once
ROUNDS = 5  # a round answers questions for all 2,000 rows: 2,000 requests
PROPOSER = "claude-sonnet-5"  # or "gpt-5.6-luna"; the cache holds the Anthropic run
EXAMPLES = 60  # dev notes the proposer reads per round, half of them its worst misses
MIN_SPREAD = 0.05  # a column this flat cannot separate anything, so it is not kept
CHANGE_TOLERANCE = 0.0  # a revision or drop has to improve dev error, not just not hurt
ENCODING = "mean_spread"  # a score answer becomes two columns: its mean and spread

split = load_split(N_DEV, N_TEST, seed=0)
NOTES, SCORES, DEV, TEST = split.notes, split.scores, split.dev, split.test

print(
    f"{len(DEV)} dev rows, {len(TEST)} held out; scores run "
    f"{SCORES.min():.0f}-{SCORES.max():.0f}, mean {SCORES.mean():.2f}, sd {SCORES.std():.2f}"
)
print(f"\none of the notes:\n{NOTES[0]}")
1200 dev rows, 800 held out; scores run 80-98, mean 88.73, sd 3.17

one of the notes:
A Champagne that is very much wine. The structure and the richness are just right for a food wine, showing ripe acidity, flavors of plums and apricots, and balancing these primary fruits with a dense, complex structure that takes in yeast, maturity and a tight apple skin finish.

El bucle lee una y otra vez las mismas 1,200 de las 2,000 filas (las filas de desarrollo), y conserva una pregunta cuando ayuda a predecir esas 1,200 puntuaciones. Puntuar sobre las mismas filas mediría sobre todo cuánto se ajustó el bucle a ellas, así que las otras 800 se reservan y se puntúan una sola vez, al final.

Dos tipos de pregunta

Una pregunta propuesta es de uno de dos tipos, y el tipo decide qué número vuelve.

  • intensity se convierte en un Score, para cualquier cosa que venga en grados. Sus cinco niveles se imprimen abajo, y la columna es el nivel promedio, así que una nota que se sitúa entre “moderate” y “strongly” sale entre los dos.
  • presence se convierte en un Noul, para un hecho de sí o no como si se nombra un defecto. La columna es esa única probabilidad.

El método

questions <- {}
repeat for each round:
    notes  <- round 1 ? 60 dev notes across the score range
                      : the 30 worst-predicted dev notes + the 30 best,
                        each with its score, this prediction and the last
    actions <- LLM(brief, questions, notes, importance and error so far)
    answers[q] <- TypeSafe(note, all new questions of this round) for every row
    for each added q:      keep it unless its column is flat
    for each revised q:    refit; keep the change only if dev error drops
    for each dropped q:    refit; drop it only if dev error drops
    out_of_fold <- k-fold CatBoost on the columns   # judges, and picks next round's notes

Ninguna pregunta se filtra antes de responderla. Todas las preguntas de una ronda salen en la misma solicitud, así que una pregunta más no cuesta ninguna solicitud extra. Una pregunta que se aplica a una fila de cada diez parecerá inútil en las 60 notas que lee el proponente, y aun así puede ser la columna más útil del conjunto.

k-fold significa dividir las filas de desarrollo en k partes y predecir cada parte con un modelo entrenado con las demás partes. Esas predicciones cumplen tres funciones: juzgan cada revisión y descarte, eligen las notas que lee la siguiente ronda e informan al proponente de cuáles de sus preguntas ayudaron, por lo mucho que se han movido desde la ronda anterior.

print("every intensity question is graded on these five levels:\n")
for i, level in enumerate(INTENSITY_LEVELS):
    print(f"  {i}. {level}")
print("\nevery presence question is judged true or false against these:\n")
print(f"  true:  {PRESENCE_CRITERIA['true']}")
print(f"  false: {PRESENCE_CRITERIA['false']}")
print("\nthe brief the proposer works from:\n")
print("\n".join(PROPOSER_TASK.splitlines()[:6]) + "\n  ...")
every intensity question is graded on these five levels:

  0. Not present in this note at all
  1. Barely present - mentioned once, in passing
  2. Present at a moderate level
  3. Present strongly - the note dwells on it
  4. Dominant - the note is largely about this

every presence question is judged true or false against these:

  true:  The note states this or clearly implies it
  false: The note gives no indication of this

the brief the proposer works from:

You are designing numeric features for a gradient-boosting model that
predicts the score a wine critic gave (an integer from 80 to 100) from the tasting note alone.
The model sees nothing but the features you design.

Return up to 18 actions. Each action is one of:

  ...

El bucle de autoresearch

run_loop ejecuta las cinco rondas e imprime un bloque por ronda. Una pregunta añadida entra directamente: sus respuestas ya se han obtenido, y su importancia mostrará más tarde si valía la pena preguntarla. Una revisión o un descarte quita una columna que el modelo ya está usando, así que cada una se prueba primero: reajustar con el cambio y conservarlo solo si el error de desarrollo baja. Un reajuste no cuesta llamadas a la API, así que probar un cambio y rechazarlo es gratis.

run = run_loop(
    split, PROPOSER, ROUNDS, EXAMPLES, ENCODING, MIN_SPREAD, CHANGE_TOLERANCE
)
accepted, answers_for = run.accepted, run.answers_for
snapshots, history = run.snapshots, run.history
round 1: 18 add, 0 revise, 0 drop
  added  complexity, fruit_intensity, tannin_structure, acidity_intensity,
          oak_intensity, finish_length, balance_harmony, aging_potential,
          positive_superlative_language, negative_critical_language,
          drinkability_easiness, body_richness, sweetness_level, texture_descriptors,
          earthy_savory_notes, flaw_or_defect_mentioned,
          single_vineyard_or_prestige_signal, varietal_blend_detail
  -> 18 features, dev CV RMSE 1.903

round 2: 5 add, 3 revise, 3 drop
  added  power_concentration_language, flavor_distinctiveness, generic_fruit_language,
          candied_artificial_flavor, rustic_authentic_character
  reject oak_dominance                     was oak_intensity, would cost +0.005
  revise negative_critical_language        was negative_critical_language, CV 1.897 -> 1.894
  revise single_vineyard_or_prestige_signalwas single_vineyard_or_prestige_signal, CV 1.894 -> 1.881
  keep   finish_length                     would cost +0.009
  keep   texture_descriptors               would cost +0.001
  keep   varietal_blend_detail             would cost +0.023
  -> 23 features, dev CV RMSE 1.881

round 3: 7 add, 2 revise, 1 drop
  added  elegance_finesse_language, minerality_precision_language,
          hedged_qualified_praise, underripe_green_character,
          reviewer_overall_verdict_strength, unusual_or_funky_descriptor_valence,
          botrytis_or_special_winemaking_signal
  revise negative_critical_language        was negative_critical_language, CV 1.868 -> 1.864
  revise finish_quality                    was finish_length, CV 1.864 -> 1.861
  keep   candied_artificial_flavor         would cost +0.014
  -> 30 features, dev CV RMSE 1.861

round 4: 5 add, 2 revise, 3 drop
  added  excess_or_imbalance_signal, descriptive_detail_density,
          critic_enthusiasm_confidence, savory_food_wine_seriousness,
          note_overall_tone_positivity
  revise rustic_authentic_character        was rustic_authentic_character, CV 1.843 -> 1.838
  reject hedged_qualified_praise           was hedged_qualified_praise, would cost +0.014
  keep   botrytis_or_special_winemaking_signalwould cost +0.011
  keep   candied_artificial_flavor         would cost +0.009
  keep   unusual_or_funky_descriptor_valencewould cost +0.010
  -> 35 features, dev CV RMSE 1.838

round 5: 4 add, 2 revise, 8 drop
  added  structural_seriousness, youthful_tension_signal, surface_prettiness_vs_depth,
          price_value_signal
  reject unconventional_character_as_virtuewas rustic_authentic_character, would cost +0.010
  revise flavor_distinctiveness            was flavor_distinctiveness, CV 1.849 -> 1.843
  keep   candied_artificial_flavor         would cost +0.002
  keep   botrytis_or_special_winemaking_signalwould cost +0.003
  keep   hedged_qualified_praise           would cost +0.006
  keep   excess_or_imbalance_signal        would cost +0.005
  drop   underripe_green_character         CV 1.843 -> 1.840
  keep   unusual_or_funky_descriptor_valencewould cost +0.002
  keep   texture_descriptors               would cost +0.001
  keep   generic_fruit_language            would cost +0.000
  -> 38 features, dev CV RMSE 1.840

Apuntarlo a tus propios datos

PROPOSER_TASK es la única cadena que menciona vino, y featurize() acepta cualquier lista de cadenas. Editar ese brief cambia el prompt de propuesta, y el prompt forma parte de la clave de caché, así que la siguiente ejecución vuelve a llamar a la API en cada ronda.

El número de solicitudes crece con las filas, no con las preguntas: una solicitud por fila y ronda, así que 100,000 filas son 100,000 solicitudes por ronda. Una revisión cuenta como una pregunta nueva, así que cuesta otra pasada por todas las filas. Sube el pool de workers despacio. Ocho ya basta para tocar un límite de tasa con una clave compartida.

Qué ven las preguntas

Cinco reseñas de reserva, una en cada cuarto del rango de puntuaciones, frente a quince de las 38 preguntas: las ocho mejores preguntas de score por importancia, más los siete mejores nouls.

Esas quince filas se ordenan luego según hacia dónde se mueve la respuesta con la puntuación del crítico. Las preguntas cuya respuesta sube con la puntuación van primero; las preguntas cuya respuesta baja con ella van después del separador. Así que, de izquierda a derecha, de la peor reseña a la mejor, las respuestas por encima del separador deberían subir y las de debajo caer.

X, labels = design(accepted, answers_for, ENCODING)
column_importances = importances(X[DEV], SCORES[DEV])
# an encoding gives a feature more than one column, so add a feature's columns back up
feature_importances = importance_per_feature(accepted, labels, column_importances)
ranked = sorted(accepted, key=lambda f: -feature_importances[f["name"]])
score_questions = [f for f in ranked if f["kind"] == "intensity"][:8]
noul_questions = [f for f in ranked if f["kind"] == "presence"][:7]
# ordered by which way the answer moves with the score, so the map flips halfway down
heatmap_questions = sorted(
    score_questions + noul_questions,
    key=lambda f: -polarity(f, answers_for, split),
)
ordered_test = TEST[np.argsort(SCORES[TEST], kind="stable")]
positions = np.linspace(0, len(ordered_test) - 1, 5).round().astype(int)
review_rows = tuple(ordered_test[positions])

print("the five held-out heatmap columns:\n")
for i, row in enumerate(review_rows, 1):
    excerpt = " ".join(NOTES[row].split())
    print(f"  {i}. {SCORES[row]:.0f} points: {excerpt[:100]}...")

fig = reviews_heatmap(plt, heatmap_questions, answers_for, split, review_rows)
display(fig)
plt.close(fig)
the five held-out heatmap columns:

  1. 80 points: Raw cherry and plum aromas are resiny and suggest wet cement. This is shearing and so jacked up with...
  2. 86 points: A slight spritz brightens the mouthfeel of this lemony wine. Aromas are a bit musky, but flavors of ...
  3. 89 points: This is a European-style Syrah, cofermented with 2% Viognier. It's soft and round, medium in body, a...
  4. 91 points: From the producer's dry-farmed estate vineyard, and supported by small amounts of Merlot and Caberne...
  5. 97 points: A thoroughly elegant, serious and yet immensely enjoyable wine that stays lively many days after ope...
salida

La tabla de arriba del todo, calculada. Los cinco brazos se puntúan una vez sobre las mismas 800 filas de reserva, y los tres primeros se saltan el descubrimiento de características. Uno predice la media de las puntuaciones de desarrollo y no lee nada de la nota. Otro entrega la nota al mismo CatBoost a través de su manejo de text_features, que la convierte en recuentos de palabras. Otro pregunta a TypeSafe por la propia puntuación.

Ese tercero es un único Score por fila sobre diez bandas de calidad, desde “faulty or unpleasant” hasta “profound”. Diez porque diez niveles es lo máximo que admite una pregunta Score: once vuelve como error del servidor. El nivel 0 se asigna a 80 puntos y el nivel 9 a 100. Repartir así las bandas por la escala no basta por sí solo, porque nada en la pregunta dice dónde se sitúan realmente las puntuaciones de esta publicación. Así que cada respuesta se desplaza luego con un único offset, medido sobre las puntuaciones de desarrollo. Ese offset se imprime en la etiqueta de la fila, y es lo único que este atajo aprende de las puntuaciones.

Spearman es la correlación de rangos, donde 1.0 pondría los vinos de reserva exactamente en el orden del crítico. La fila de recuentos de palabras es el propio manejo de texto de CatBoost, no un pipeline de regresión de texto ajustado. Todo esto es un conjunto de datos y una ejecución del bucle.

predicted = fit_predict(X, split)
text_predicted = fit_predict_text(split)

# ask TypeSafe for the score itself, one request per row
with ThreadPoolExecutor(max_workers=8) as pool:
    direct = list(pool.map(lambda note: ask_score(TYPESAFE_MODEL, note), NOTES))
asked = np.array([d["expected"] for d in direct])
shift = float(SCORES[DEV].mean() - asked[DEV].mean())  # one number, from the dev labels

# what one proposal call gets you, before any feedback: the set round 1 ended with
first_round, _ = design(snapshots[0], answers_for, ENCODING)

print(f"{'arm':<46}{'RMSE':>7}{'spearman':>10}")
for label, p in (
    ("predict the mean of the dev rows", np.full(len(TEST), SCORES[DEV].mean())),
    ("the note as word counts, same CatBoost", text_predicted),
    (f"ask for the score itself, shifted {shift:+.2f}", asked[TEST] + shift),
    (
        f"{len(snapshots[0])} questions from round 1, no loop",
        fit_predict(first_round, split),
    ),
    (f"{len(accepted)} questions after all {ROUNDS} rounds", predicted),
):
    print(f"{label:<46}{rmse(SCORES[TEST], p):>7.3f}{spearman(SCORES[TEST], p):>10.3f}")
arm                                              RMSE  spearman
predict the mean of the dev rows                3.088    -0.014
the note as word counts, same CatBoost          2.466     0.605
ask for the score itself, shifted -1.71         2.145     0.761
18 questions from round 1, no loop              1.869     0.778
38 questions after all 5 rounds                 1.772     0.799

¿Ayudaron las rondas de autoresearch?

Ambas líneas representan el error del conjunto de preguntas al final de cada ronda, empezando por la primera propuesta. La línea discontinua es el error de desarrollo con validación cruzada, el número sobre el que se toma cada decisión de aceptar y rechazar. La línea continua puntúa el mismo conjunto de preguntas sobre las filas de reserva, que el bucle nunca lee. Cada punto es el conjunto tal como estaba al cerrarse la ronda, así que una ronda que solo revisó o descartó una pregunta también mueve ambas líneas. El mapa de características dice qué miden las preguntas; el error es lo que te dice si las rondas posteriores a la primera propuesta mejoraron las predicciones.

El eje está ajustado: todo lo que hay en él ocurre dentro de un quinto de punto, y cada atajo de la tabla de arriba queda muy por encima del tope. La línea de desarrollo va por encima de la de reserva en todo su recorrido, y eso es un efecto del tamaño de entrenamiento. Cada partición de desarrollo entrena con cuatro quintos de las filas de desarrollo, mientras que el número de reserva proviene de un modelo que recibió las 1,200. Las dos líneas se mueven juntas, así que el número de desarrollo por el que se guía el bucle sigue al número de reserva que nunca ve. El intervalo bajo el título procede de remuestrear las filas de reserva, así que dice si el movimiento de la ronda 1 a la ronda 5 es mayor que el ruido de 800 filas.

curve, per_round = [], []
for features in snapshots:
    X_round, _ = design(features, answers_for, ENCODING)
    per_round.append(fit_predict(X_round, split))
    curve.append((len(features), rmse(SCORES[TEST], per_round[-1])))

# the same held-out rows resampled 2,000 times, both arms scored on each resample
gain = paired_gain(SCORES[TEST], per_round[0], per_round[-1])
print(
    f"round 1 -> round {ROUNDS} on the held-out rows: {gain[0]:+.3f} points, "
    f"95% CI [{gain[1]:+.3f}, {gain[2]:+.3f}]"
)

fig = rounds_chart(plt, curve, history, len(TEST), gain)
display(fig)
plt.close(fig)
round 1 -> round 5 on the held-out rows: -0.097 points, 95% CI [-0.147, -0.050]
salida

La línea de reserva cae más que la de desarrollo. La ronda 1 escribió sus preguntas sin ningún feedback del que partir, y las cuatro rondas siguientes valen 0.10 puntos sobre las filas de reserva, IC del 95% [-0.147, -0.050].

La ronda 5 propuso cuatro adiciones, dos reformulaciones y ocho descartes, y dio el primer número de desarrollo que no mejoró. Solo se puede preguntar hasta cierto punto sobre una nota de 245 caracteres, y para la ronda 5 las propuestas se habían inclinado de añadir preguntas a descartarlas.

kinds = {f["name"]: f["kind"] for f in accepted}
print("feature importance share: % of total CatBoost importance across all questions")
print(f"{'feature':<38}{'asked as':<10}{'importance share':>16}")
for name, importance_share in sorted(feature_importances.items(), key=lambda p: -p[1])[
    :12
]:
    kind = "score" if kinds[name] == "intensity" else "noul"
    print(
        f"{name[:36]:<38}{kind:<10}{importance_share:>8.1f}%  "
        f"{'#' * round(importance_share)}"
    )
counts = f"{sum(1 for k in kinds.values() if k == 'intensity')} score"
counts += f", {sum(1 for k in kinds.values() if k == 'presence')} noul"
print(f"\nthe {len(accepted)} questions the loop kept: {counts}")
top = max(feature_importances, key=feature_importances.get)
print(
    f'the question behind the top row:\n  {top}: "{owner_of(top, accepted)["question"]}"'
)
feature importance share: % of total CatBoost importance across all questions
feature                               asked as  importance share
note_overall_tone_positivity          score         17.4%  #################
savory_food_wine_seriousness          score          8.7%  #########
positive_superlative_language         score          8.4%  ########
single_vineyard_or_prestige_signal    noul           7.2%  #######
descriptive_detail_density            score          5.7%  ######
elegance_finesse_language             score          5.0%  #####
complexity                            score          5.0%  #####
aging_potential                       score          5.0%  #####
balance_harmony                       score          2.9%  ###
drinkability_easiness                 score          2.9%  ###
critic_enthusiasm_confidence          score          2.7%  ###
flavor_distinctiveness                score          2.6%  ###

the 38 questions the loop kept: 29 score, 9 noul
the question behind the top row:
  note_overall_tone_positivity: "Setting aside specific descriptors, how positive is the overall emotional tone and word choice of the note taken as a whole (warm, admiring language throughout vs. flat, neutral, or lukewarm phrasing)?"

importance share es la importancia de características de CatBoost, normalizada para que las 38 preguntas sumen 100%. No es una proporción de filas, de preguntas ni de precisión de predicción. Una pregunta de score posee dos columnas, una media y una dispersión, así que sus dos importancias de columna se suman de nuevo antes de imprimir el porcentaje. note_overall_tone_positivity representa el 17.4% del total. La cuarta fila es un noul: que la nota nombre un único viñedo u otra señal de prestigio es un hecho de sí o no, así que se preguntó como tal.

Próximos pasos

Esta ejecución mantiene el bucle pequeño. Extensiones directas:

  • Filtra un candidato antes de pagar por responderlo. Trata la propia pregunta propuesta como el estado y hazle nouls: ¿se puede responder a partir del texto de origen?, ¿significa una sola cosa bajo sus criterios?, ¿se aplica a la mayoría de las filas?, ¿variará entre filas? Envía solo las preguntas que superen las cuatro con suficiente confianza.
  • Poda las características correlacionadas. Mide la correlación entre columnas codificadas en las filas de desarrollo, agrupa los casi duplicados y conserva la pregunta más clara o más importante de cada grupo.
  • Añade líneas base simples. Compara TF-IDF, recuentos de caracteres y otras características estructurales por su cuenta, y luego añádelas a las columnas descubiertas para medir cuánto aporta cada una.
  • Mezcla familias de proponentes. Genera lotes de candidatos con Anthropic, OpenAI, Google Gemini y modelos de código abierto, y luego fusíonalos y deduplica antes de que ninguno llegue a TypeSafe. Distintas familias deberían ampliar la búsqueda más que llamadas repetidas a un solo proponente.
  • Compara modelos y métodos predictivos. Prueba regresión lineal o elastic-net, un regresor de vectores de soporte, bosques aleatorios y recalibración donde la salida posterior sea probabilística. Comprueba si las características descubiertas ayudan fuera de CatBoost.
  • Añade una línea base de embeddings. Un embedding convierte una nota en unos pocos cientos de números sin ninguna pregunta asociada: sentence-transformers/all-MiniLM-L6-v2 se ejecuta localmente, y text-embedding-3-small de OpenAI es una llamada alojada. Añade uno a las columnas descubiertas y mide si aporta algo que ellas no.
  • Ajusta la validación al despliegue. Usa particiones cronológicas cuando predigas el futuro, particiones agrupadas cuando las filas relacionadas deban permanecer juntas, y mantén un conjunto de prueba final intacto tanto para el descubrimiento de características como para la selección de modelo.
  • Detente en una meseta. Termina el bucle cuando el RMSE con validación cruzada deje de mejorar durante un número fijo de rondas, o cuando alcance un presupuesto de preguntas o de solicitudes.
  • Ejecuta una búsqueda más larga en el modo Goal de un agente. Dale una métrica, un presupuesto y una regla de parada explícitos, y luego deja que proponga, evalúe y refine más rondas.
  • Comprueba la estabilidad. Repite el descubrimiento con distintas semillas o cortes de datos y conserva las preguntas que sigan siendo útiles, en lugar de las que deben su importancia a un único corte.

Ábrelo en el playground

Este enlace para compartir contiene una nota de cata más todas las preguntas con las que terminó el bucle.

playground_link = make_playground_link(
    NOTES[0], feature_questions(accepted), models=[TYPESAFE_MODEL]
)
display(
    Markdown(
        f"🔗 [Open the note + questions in the TypeSafe playground]({playground_link})"
    )
)
Abre la nota y las preguntas en el playground de TypeSafe →