Diagnose

diagnose — failures into actionable side information

A scalar reward says how much a candidate failed; it does not say why, and "why" is the only thing an editor can act on. Where RL back-propagates a scalar into weights, natural-language feedback back-propagates into prompt/tool/skill edits — and the richer it is, the larger the update extractable from a handful of rollouts.

What it produces

{
  "split": "val", "tag": "cand_003",
  "reflective_dataset": [
    {"task_id": "t12", "Inputs": "<what the task asked>",
     "Generated Outputs": "<what the agent produced>",
     "Feedback": "<the scorer's diagnosis>",
     "Trajectory": "<path to this task's full trace>"}
  ],
  "clusters": [
    {"signature": "confirm write", "tasks": ["t12", "t19"], "score_lost": 1.6,
     "tag": "BEHAVIORAL", "blast_radius": ["t3", "t7"]}
  ],
  "kept_good": ["t1", "t4"]
}

scripts/run.py emits everything except tag (one of KNOWLEDGE, BEHAVIORAL, DECISION / PERMISSION, CAPABILITY-GAP) and blast_radius, which it leaves null because they need judgement — filling them in is the work below. kept_good is the set the gate's no-regression check protects.

What counts as a failure

Not only zero-score tasks. Three kinds are real lost score and routinely missed: partial credit (scored e.g. 0.5 because one part of the action was wrong), communication / omission (the action happened but the required information was never reported or confirmed), and near-miss (≈0.7–0.9, one small correct change from a pass — the cheapest marginal gain per edit, easiest to overlook while staring at the zeros).

Separate always-failing (mean ≈ 0 — a root-cause fix) from flaky (0 < mean < 1 — a consistency fix; find what the passing trials do and make it reliable). The reward is the honest signal: a per-task Feedback line comes from the last trial and can disagree with the graded mean.

Where the trace comes from

The rollout record supplies the score and the feedback; the trajectory supplies the failure site, and the site is half of the cluster key. The runner owns the trace format, so never assume one — the location is asked for, not guessed:

• standalone: adapter.trajectories(split) returns the directory (any structure, any format). run.py --project DIR resolves it and attaches the path to each entry as Trajectory; it never parses it. With no native store the pointer falls back to the rollout record's own file, which core wrote.
• inside an optimizer workdir: that directory has already been copied verbatim to ./trajectories/. Read it there. scripts/ is not copied into ./guidance/diagnose/, so cluster by hand using the procedure below — it is the same procedure the script runs.

Clustering: deriving the signature

A cluster is ONE root cause, identified by a (failure-site, violated-expectation) pair: where the trajectory went wrong (the tool, field, or step the trace names) and which expectation was missed. Two failures belong to the same cluster when both halves agree — however differently the scorer phrased it, and whatever task-specific values it quoted. Derive the key like this:

1. Strip the scorer's boilerplate. Drop the leading token run that every failure's feedback shares. A scorer that opens each message with "Grading failed because the expected outcome was not met" otherwise makes all failures look identical.
2. Reduce to content words. Drop quoted literals and numbers (task-specific, not causal), drop stopwords, and drop outcome-generic words — failed, wrong, missing, expected, invalid name that it failed, never why. Collapse inflections (confirm / confirmed / confirmation are one token).
3. Read the survivors as the pair. Identifiers the trace names are the site; the remaining verbs are the expectation.
4. Same cluster iff the keys OVERLAP — half or more of the smaller key's tokens are shared — merged transitively. Overlap rather than equality is what keeps "did not confirm the change", "omitted required confirmation step" and "missing confirmation before the write" as one cluster instead of three.

One cluster is detected mechanically, not lexically

narrated_without_action — the final message claims a state change happened ("… has been updated/cancelled/processed …") while no mutating tool call appears anywhere in the trace. The agent treated its own completion signal, usually the user's confirmation, as the action. A scorer words this exactly as it words a wrong write, so the lexical key above cannot separate them and the optimizer ends up fixing the arguments of a call that was never made. run.py therefore flags it from the rollout (Rollout.tool_calls, or OpenAI-style tool_calls inside Rollout.trace) and emits it as its own cluster, plus a per-task boolean in the reflective dataset. Read-only tool names are recognised by their leading verb (get/list/search/…); an adapter that knows better can mark a call {"mutates": true}. Nothing is flagged when the rollout reports no tool calls at all — that is missing data, not evidence. The fix this cluster calls for is structural, never a prose reminder: see agent-optimize/references/edit-design-lessons.md.

Two sanity checks on the result: one cluster per failing task means the signature is too fine and no generalizing edit is possible; one cluster spanning visibly different causes means it is too coarse — usually an unstripped preamble (step 1).

Tag each cluster

The tag says where the fix belongs. The lever itself is the selected capability's business (./guidance/<cap>/SKILL.md); the tag tells it which kind of lever to reach for, and its blast radius is the set of currently-passing tasks the fix would change.

• KNOWLEDGE — the agent cannot derive a format, rule, or criterion. Stating it in prose is the right lever here. Blast radius: tasks reading the same instruction.
• BEHAVIORAL — the agent knows the rule and violates it anyway. Restating it in prose will not fix this; the rule has to move somewhere it cannot be skipped — the strongest deterministic lever the capability offers. Blast radius: every task exercising the same rule or path.
• DECISION / PERMISSION — the wrong act-vs-refuse/escalate call on a policy-governed class. Fix the exact discriminating condition, never the class-wide rule: a class-wide change flips behavior for the whole class and regresses every task where the original behavior was already correct. Blast radius is therefore every passing task in that decision class — name them and confirm the fix does not flip their action.
• CAPABILITY-GAP — no reliable mechanism exists, or the agent narrates a multi-step action and then stalls without executing it. Needs the strongest STRUCTURAL lever available. Tagged separately so a stall is not mis-filed as BEHAVIORAL and "fixed" with a nudge that never works.

Rank the clusters

A cluster's value is the score it can recover minus the regression risk to its blast radius — which is why the radius is named per cluster and scoped to tasks concretely (ids, not "the same tool"), so the edit can be made to fire only on the failing condition. Then:

• rank by cost (score_lost), biggest first — but do not let a small cluster whose fix is STRUCTURAL sink under task count: a 2-task stall cracked by one new mechanism can outweigh a many-task cluster of cosmetic misses;
• note a multi-cause task's secondary cause too, so one edit can take the primary and the residual together;
• cross-check the run history (LEDGER / prior iterations) and skip any cluster whose fix was already tried and rejected — do not re-diagnose a refuted approach.

Feedback quality

Write each diagnosis specific (the wrong call, the skipped step, the misread field — not "the answer was wrong"), causal (the decision that produced it, so the edit has a target), and general (the pattern, not the instance).

Some benchmarks copy ground truth or expected actions into the traces; when present use them to pinpoint which action, argument, or value was expected — for understanding only. Feedback that quotes the gold answer keeps the level at what the right answer is instead of what class of mistake was made, and the optimizer then memorizes the eval set (references/concepts.md has the full consequence).

How to run

python scripts/run.py --run-dir .capevolve/run_XXXX --tag seed \
    --project .capevolve/project --split val

Run it on the current best candidate's rollouts each round, then tag, rank, and hand the clusters to the algorithm's proposal prompt. --split train diagnoses train — the honest learning surface when the gate scores val. --cluster first-words is the old lexical key, kept for comparison only. The same script runs headlessly under cap-evolve run / the orchestrate skill, which threads the run dir between phases.

References

• references/concepts.md (~90 lines) — why a scalar reward is not enough, the reflective dataset's provenance in GEPA, why clustering beats per-task patching, the full consequence of a leaked gold answer, and the optimizer lineage with sources. Load it for the why behind this procedure or a citation for it; the procedure itself is complete above.