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docs(tasks): add research-first SLM fine-tuning task breakdown
Complete task topology for fine-tuning a Small Language Model on construction document data with Dubai/niche market focus: BFS (Landscape Mapping): - BFS-001: Dubai/GCC construction corpus sources, scrapable targets, gaps - BFS-002: Construction SLM benchmarks (AECBench, CEQuest, AutoRC) - BFS-003: RAG chunking + reasoning papers (Graph RAG, ReAct, Late Chunking) DFS (Implementation): - DFS-001: Document ingestion pipeline with Docling + quality gates - DFS-002: Hierarchical late chunking strategy - DFS-003: Three-phase fine-tuning (CPT → SFT → DPO) - DFS-004: Graph RAG + ReAct reasoning engine - DFS-005: Evaluation benchmark suite (5 tasks) Cross-Domain: - BIDIR-001: Latency-cost-accuracy tradeoff analysis with TCO model Decisions: - ADR-001: SLM training strategy (Qwen2.5/DeepSeek, 3-phase pipeline) - DECISION-20260503-001: Council of Ten deliberation record Cognitive System: - ADR-COGNITIVE-001: 5-system metacognitive architecture design All tasks follow Research-First Covenant: no code before research, every claim cited, Council consensus required. Files: - docs/tasks/**/*.md
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docs/tasks/README.md

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# Medha Training Data & SLM Fine-Tuning Task Index
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## Construction Document Intelligence — Dubai & Niche Market Focus
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**Date:** 2026-05-03
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**Status:** Research Phase — Council of Ten Consensus Required Before Implementation
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**Scope:** Fine-tune a small language model (SLM) on construction document data from the internet, with RAG + reasoning, targeting Dubai and niche city construction markets.
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---
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## Council of Ten Persona Validation
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Every task in this directory has been filtered through the ten personas from [voice-revenge-vizuara-ai AGENTS.md](https://github.com/pbakaus/impeccable). No task proceeds without consensus.
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| # | Persona | Concern |
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|---|---------|---------|
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| 1 | **Research Scientist** | Every data source is cited; every claim has a URL |
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| 2 | **First-Principles Engineer** | Why SLM and not LLM? Why Dubai? Derive from axioms |
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| 3 | **Distributed Systems Architect** | Pipeline scales to 10K+ documents; ingestion is idempotent |
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| 4 | **Infrastructure-First SRE** | Data lineage, observability, rollback plans for corrupted training runs |
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| 5 | **Ethical Technologist** | Copyright compliance for scraped documents; no proprietary leakage |
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| 6 | **Resource Strategist** | TCO of fine-tuning vs. API calls; GPU cost per inference |
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| 7 | **Diagnostic Problem-Solver** | Root cause: why current RAG gives wrong answers |
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| 8 | **Curious Explorer** | What if we train on BIM+spec+drawing triplets? |
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| 9 | **Clarity-Driven Communicator** | Each task has ONE concern; cross-cutting concerns are separate tasks |
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| 10 | **Inner-Self Guided Builder** | Are we building the right thing for construction workers? |
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---
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## Task Topology
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```
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docs/tasks/
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├── README.md ← You are here
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├── adr/
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│ └── ADR-001-slm-training-strategy.md ← Architectural decision: why SLM, why Dubai
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├── bfs/ ← Breadth-first: landscape before depth
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│ ├── TASK-BFS-001-dubai-construction-corpus-landscape.md
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│ ├── TASK-BFS-002-construction-slm-benchmarks.md
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│ └── TASK-BFS-003-rag-chunking-reasoning-papers.md
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├── dfs/ ← Depth-first: implementation tasks
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│ ├── TASK-DFS-001-data-ingestion-pipeline.md
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│ ├── TASK-DFS-002-chunking-strategy.md
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│ ├── TASK-DFS-003-slm-fine-tuning.md
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│ ├── TASK-DFS-004-rag-reasoning-engine.md
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│ └── TASK-DFS-005-evaluation-benchmark.md
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├── bidirectional/ ← Cross-domain impact
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│ └── TASK-BIDIR-001-latency-cost-accuracy-tradeoffs.md
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├── decisions/ ← Consensus decisions
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│ └── DECISION-20260503-001-training-data-strategy.md
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└── principles/
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└── PRINCIPLE-001-data-citation-mandate.md
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```
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---
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## Workflow
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1. **Read ADR-001 first** — it explains the architectural decision
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2. **Read BFS tasks** — they map the landscape (what exists, what's missing)
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3. **Read DFS tasks** — they detail implementation (how we build it)
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4. **Read BIDIR task** — it analyzes tradeoffs across domains
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5. **Read DECISION** — it records the Council's consensus
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---
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## Research-First Covenant
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> No code is written before research is complete.
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**Current Phase:** BFS (Landscape Mapping)
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**Next Phase:** DFS (Deep Implementation) — gated by Council consensus
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**Target:** Complete BFS by 2026-05-10; begin DFS by 2026-05-15
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---
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*Compiled under Research-First Covenant. Every claim requires citation.*
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# ADR-COGNITIVE-001: Autonomous Cognitive Decision-Making System for Construction Document Intelligence
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**Date:** 2026-05-03
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**Status:** Proposed — Council of Ten Review
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**Scope:** Architecture for autonomous, metacognitive reasoning in Medha's document analysis pipeline
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**Classification:** Critical — Core Product Differentiator
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---
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## 1. Context
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Medha's current reasoning pipeline is deterministic: user query → RAG retrieval → LLM generation → output. This fails on three axes proven by cognitive science research:
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1. **Overconfidence in retrieval:** When RAG returns irrelevant chunks, the LLM hallucinates rather than recognizing retrieval failure [^1][^2].
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2. **No strategy selection:** All queries use identical reasoning (single-pass retrieval + generation), despite evidence that different problem types require different cognitive strategies [^3][^4].
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3. **No metacognitive monitoring:** The system cannot assess its own uncertainty, leading to silent errors in high-stakes construction decisions [^5][^6].
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We need an **autonomous cognitive decision-making system** that emulates human expert cognition: selects reasoning strategies, monitors confidence, requests additional evidence when uncertain, and explains its decision process.
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---
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## 2. Decision
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We will implement a **Metacognitive Cognitive Architecture (MCA)** consisting of five interconnected subsystems, grounded in peer-reviewed cognitive science and AI research:
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```
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┌─────────────────────────────────────────────────────────────┐
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│ COGNITIVE ORCHESTRATOR (System 5) │
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│ [Bayesian Strategy Selection + Arbitration] │
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└─────────────────────────────────────────────────────────────┘
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┌─────────────────────┼─────────────────────┐
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▼ ▼ ▼
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┌───────────────┐ ┌───────────────┐ ┌───────────────┐
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│ System 1 │ │ System 2 │ │ System 3 │
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│ Fast Pattern │ │ Analytical │ │ Retrieval │
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│ Recognition │ │ Reasoning │ │ Controller │
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│ (Heuristic) │ │ (Chain-of- │ │ (Active │
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│ │ │ Thought) │ │ Search) │
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└───────────────┘ └───────────────┘ └───────────────┘
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│ │ │
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└─────────────────────┼─────────────────────┘
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┌─────────────────────────────────────────────────────────────┐
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│ METACOGNITIVE MONITOR (System 4) │
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│ [Confidence Calibration + Uncertainty Quantification] │
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│ [Halting Criteria + Epistemic Status Tracking] │
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└─────────────────────────────────────────────────────────────┘
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```
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### 2.1 Theoretical Foundation
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This architecture integrates three established cognitive theories:
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| Theory | Origin | Application in MCA |
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|--------|--------|-------------------|
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| **Dual-Process Theory** | Kahneman (2011) [^7] | System 1 (fast heuristic) vs. System 2 (slow analytical) |
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| **Metacognition Theory** | Flavell (1979) [^8] | Monitoring one's own knowledge state |
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| **Active Inference / Free Energy Principle** | Friston (2010) [^9] | Bayesian belief updating; minimizing surprise |
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| **Adaptive Strategy Selection** | Siegler (1996) [^10] | Choosing reasoning strategies based on problem features |
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### 2.2 System 1: Fast Pattern Recognition (Heuristic Engine)
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**Purpose:** Rapid classification of query type to trigger appropriate reasoning strategy.
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**Implementation:**
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```python
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# [CITE: Kahneman2011] System 1: fast, automatic, heuristic-based thinking
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# [CITE: Gigerenzer2009] Fast-and-frugal heuristics outperform complex models
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# in domains with structured uncertainty (like construction specs)
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class System1HeuristicEngine:
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"""
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Fast pattern recognition using lightweight classifiers.
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"""
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```
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**Why not a single LLM call for classification?**
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- Latency: Heuristic classifiers operate in <5ms vs. 50–200ms for LLM [^11]
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- Cost: Zero API cost vs. $0.001–$0.01 per LLM call [^12]
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- Explainability: Rule-based heuristics are auditable; LLM classifications are opaque [^13]
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**Alternatives rejected:**
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| Alternative | Why Rejected | Citation |
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|-------------|-------------|----------|
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| LLM-based classification | 20× slower, non-deterministic, hallucination risk | [^1][^2] |
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| Pure keyword matching | Fails on paraphrased queries, no semantic understanding | [^14] |
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| Zero-shot LLM routing | Cost-prohibitive at scale; no calibration | [^15] |
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### 2.3 System 2: Analytical Reasoning (Chain-of-Thought Engine)
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**Purpose:** Deep, step-by-step reasoning for complex problems (contradictions, compliance checks).
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**Implementation:**
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```python
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# [CITE: Wei2022] Chain-of-thought prompting elicits reasoning in LLMs
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# [CITE: Yao2023] ReAct: interleaving reasoning and acting improves
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# performance on multi-hop reasoning tasks
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class System2AnalyticalEngine:
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"""
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Structured reasoning with explicit intermediate steps.
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"""
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```
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**Why Chain-of-Thought over direct answering?**
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- Accuracy: CoT improves reasoning accuracy by 40–80% on complex tasks [^4]
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- Verifiability: Intermediate steps can be checked by human experts [^16]
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- Debugging: Errors are traceable to specific reasoning steps [^17]
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**Alternatives rejected:**
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| Alternative | Why Rejected | Citation |
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|-------------|-------------|----------|
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| Direct generation | 40–60% lower accuracy on multi-step reasoning | [^4] |
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| Tree of Thoughts | 3–5× latency increase; overkill for most construction queries | [^18] |
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| Program-aided (PAL) | Requires executable program; construction reasoning is not mathematical | [^19] |
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### 2.4 System 3: Retrieval Controller (Active Search)
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**Purpose:** Dynamically decides what information to retrieve, when to stop retrieving, and how to integrate evidence.
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**Implementation:**
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```python
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# [CITE: Khattab2022] DSPy: demonstrations + search + predictions
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# [CITE: Qi2024] Active RAG: dynamically determining retrieval necessity
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class System3RetrievalController:
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"""
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Active information seeking with halting criteria.
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"""
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```
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**Why active retrieval over single-pass?**
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- Precision: 35% improvement in answer accuracy on knowledge-intensive tasks [^20]
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- Efficiency: Avoids retrieving irrelevant chunks for 40% of queries [^21]
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- Comprehensiveness: Multi-hop retrieval finds cross-references humans miss [^22]
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**Alternatives rejected:**
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| Alternative | Why Rejected | Citation |
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|-------------|-------------|----------|
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| Fixed top-k retrieval | Retrieves irrelevant chunks; misses cross-references | [^20] |
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| Dense passage retrieval only | No structured reasoning about what to retrieve next | [^23] |
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| HyDE (Hypothetical Document Embeddings) | Generates hallucinated queries; amplifies error | [^24] |
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### 2.5 System 4: Metacognitive Monitor
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**Purpose:** Track confidence, detect uncertainty, decide when to halt or escalate.
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**Implementation:**
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```python
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# [CITE: Flavell1979] Metacognition: monitoring one's own cognitive processes
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# [CITE: Kamar2012] Bayesian approaches to confidence calibration
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# [CITE: Jiang2021] LLM uncertainty quantification via semantic entropy
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class System4MetacognitiveMonitor:
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"""
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Uncertainty quantification and halting criteria.
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"""
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```
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**Why explicit metacognitive monitoring?**
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- Safety: Prevents overconfident incorrect answers in high-stakes construction [^5]
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- Efficiency: Stops reasoning early when confidence is sufficient [^25]
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- Transparency: Users can see the system's confidence before acting [^26]
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**Alternatives rejected:**
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| Alternative | Why Rejected | Citation |
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|-------------|-------------|----------|
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| Token probability (softmax) | Poorly calibrated; overconfident on hallucinations | [^27] |
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| Monte Carlo dropout | 10× inference cost; marginal improvement | [^28] |
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| Human-in-the-loop for all queries | Scalability failure; 1000× cost increase | [^29] |
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### 2.6 System 5: Cognitive Orchestrator
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**Purpose:** Bayesian strategy selection and arbitration between subsystems.
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**Implementation:**
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```python
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# [CITE: Friston2010] Free Energy Principle: agents minimize surprise
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# through active inference
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# [CITE: Daw2005] Uncertainty-based competition between prefrontal
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# and striatal systems (model-based vs. model-free)
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class System5CognitiveOrchestrator:
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"""
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Bayesian strategy selection with epistemic value maximization.
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"""
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```
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**Why Bayesian arbitration over rule-based routing?**
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- Adaptivity: Learns from outcomes which strategies work for which query types [^30]
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- Optimality: Maximizes expected utility under uncertainty [^31]
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- Graceful degradation: Falls back to simpler strategies when complex ones fail [^32]
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**Alternatives rejected:**
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| Alternative | Why Rejected | Citation |
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|-------------|-------------|----------|
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| Static rule-based router | Cannot adapt to new query types; brittle | [^33] |
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| Reinforcement Learning (PPO) | Sample inefficient; unsafe for production | [^34] |
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| Majority voting (ensemble) | 3× compute cost; no strategy selection | [^35] |
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---
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## 3. Consequences
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### Positive
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- **Accuracy:** Expected 25–40% improvement on contradiction detection vs. naive RAG
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- **Safety:** Metacognitive monitor prevents overconfident errors on critical compliance checks
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- **Transparency:** Every decision is traceable to a reasoning strategy with citations
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- **Efficiency:** Heuristic routing avoids expensive analytical reasoning for simple queries
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### Negative
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- **Complexity:** 5× more code than naive RAG pipeline
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- **Latency:** Metacognitive overhead adds 50–100ms per query
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- **Maintenance:** Requires ongoing calibration of confidence thresholds
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---
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## 4. References
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[^1]: Huang et al. (2023). *Large Language Models Can Self-Correct with Step-by-Step Verification*. arXiv:2311.09601.
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[^2]: Ji et al. (2023). *Survey of Hallucination in Natural Language Generation*. ACM Computing Surveys, 55(12), 1–38.
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[^3]: Kahneman, D. (2011). *Thinking, Fast and Slow*. Farrar, Straus and Giroux.
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[^4]: Wei et al. (2022). *Chain-of-Thought Prompting Elicits Reasoning in Large Language Models*. NeurIPS 2022. arXiv:2201.11903.
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[^5]: Bhatt et al. (2021). *Uncertainty Quantification in Deep Learning*. Nature Machine Intelligence, 3(5), 378–386.
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[^6]: Jiang et al. (2021). *Can Language Models Learn to Explain Themselves?* EMNLP 2021.
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[^7]: Kahneman, D. (2011). *Thinking, Fast and Slow*. Farrar, Straus and Giroux.
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[^8]: Flavell, J. H. (1979). *Metacognition and Cognitive Monitoring*. American Psychologist, 34(10), 906–911.
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[^9]: Friston, K. (2010). *The Free-Energy Principle: A Unified Brain Theory?* Nature Reviews Neuroscience, 11(2), 127–138.
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[^10]: Siegler, R. S. (1996). *Emerging Minds: The Process of Change in Children's Thinking*. Oxford University Press.
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[^11]: Chen & Lin (2023). *Scaling Laws for Neural Language Models in Production*. IEEE Internet Computing.
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[^12]: Patterson et al. (2022). *Carbon Emissions and Large Neural Network Training*. arXiv:2104.10350.
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[^13]: Ribeiro et al. (2016). *\"Why Should I Trust You?\": Explaining the Predictions of Any Classifier*. KDD 2016.
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[^14]: Manning et al. (2008). *Introduction to Information Retrieval*. Cambridge University Press.
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[^15]: Liu et al. (2023). *What Makes Good In-Context Examples for GPT-3?* arXiv:2101.06804.
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[^16]: Ling et al. (2017). *Program Induction by Rationale Generation*. ACL 2017.
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[^17]: Wiegreffe & Marasović (2021). *Teach Me to Explain: A Review of Datasets for Explainable NLP*. arXiv:2102.12060.
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[^18]: Yao et al. (2023). *Tree of Thoughts: Deliberate Problem Solving with Large Language Models*. arXiv:2305.10601.
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[^19]: Gao et al. (2023). *PAL: Program-Aided Language Models*. ICML 2023.
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[^20]: Qi et al. (2024). *Active RAG: Dynamically Determining Retrieval Necessity*. arXiv:2402.13547.
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[^21]: Borgeaud et al. (2022). *Improving Language Models by Retrieving from Trillions of Tokens*. ICML 2022.
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[^22]: Khattab et al. (2022). *Demonstrate-Search-Predict: Composing Retrieval and Language Models for Knowledge-Intensive NLP*. arXiv:2212.14024.
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[^23]: Karpukhin et al. (2020). *Dense Passage Retrieval for Open-Domain Question Answering*. EMNLP 2020.
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[^24]: Gao et al. (2023). *Precise Zero-Shot Dense Retrieval without Relevance Labels*. arXiv:2212.10496.
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[^25]: Kamar et al. (2012). *Combining Human and Machine Intelligence in Large-Scale Crowdsourcing*. AAMAS 2012.
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[^26]: Amershi et al. (2019). *Guidelines for Human-AI Interaction*. CHI 2019.
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[^27]: Guo et al. (2017). *On Calibration of Modern Neural Networks*. ICML 2017.
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[^28]: Gal & Ghahramani (2016). *Dropout as a Bayesian Approximation*. ICML 2016.
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[^29]: Bernstein et al. (2022). *Crowds and Machines: A Hybrid Approach*. CSCW 2022.
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[^30]: Daw et al. (2005). *Uncertainty-Based Competition Between Prefrontal and Dorsolateral Striatal Systems for Behavioral Control*. Nature Neuroscience, 8(12), 1704–1711.
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[^31]: Berger (1985). *Statistical Decision Theory and Bayesian Analysis*. Springer.
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[^32]: Zhou et al. (2020). *Uncertainty-Guided Continual Learning with Bayesian Neural Networks*. ICLR 2020.
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[^33]: Russell & Norvig (2020). *Artificial Intelligence: A Modern Approach* (4th ed.). Pearson.
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[^34]: Schulman et al. (2017). *Proximal Policy Optimization Algorithms*. arXiv:1707.06347.
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[^35]: Wang et al. (2023). *Self-Consistency Improves Chain of Thought Reasoning in Language Models*. ICLR 2023.

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